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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

This screen creates a new level-of-care assessment and is accessible at /cl/loc-assessments/new.

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Overview

The New LoC Assessment page allows a clinician to create a new level-of-care assessment. The page accepts optional patientId and priorId URL search params for pre-population. The user selects an instrument type (asam or locus) and enters (or confirms) a patient ID. When a prior assessment ID is supplied via priorId, a LocTransitionRecommendationCard and a LocReassessmentDeltaTable are displayed above the form, showing the prior recommended LoC code, the current preview recommendation, and a dimensional delta table. The LocAssessmentForm component captures dimensional scores and emits a recommended_loc_code on change. On save, useCreateLocAssessment creates the record in cl_loc_assessments with status: 'draft' and navigates to the detail page at /cl/loc-assessments/:id. The new record links to the prior assessment via supersedes_id when reassessing.

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Who it’s for

Requires the cl.loc_assessment.create permission.

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Before you start

  • You must hold cl.loc_assessment.create to access this route.
  • Have the patient’s chart ID available (the page accepts a patientId query param, or you can type it into the Patient ID field).
  • To reassess from a prior assessment, include a priorId query param with the prior assessment’s ID.

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Steps

1

Navigate to New LoC Assessment

Go to /cl/loc-assessments/new (or use the “Back” button on the assessment list). Optional: append ?patientId=<id> and/or ?priorId=<priorAssessmentId> to pre-populate the form.
2

Enter the patient ID

Type the patient chart ID in the Patient ID field, or confirm the pre-populated value from the URL param.
3

Select the instrument type

Choose “ASAM Criteria (Substance Use)” or “LOCUS (Mental Health)” from the Instrument dropdown. The default is asam.
4

Review prior assessment delta (reassessment only)

If a prior assessment was loaded via priorId, the LocTransitionRecommendationCard shows the prior final LoC code vs. the current preview recommendation. The LocReassessmentDeltaTable shows per-dimension score changes.
5

Complete dimensional scoring

Fill in the dimensional scores in the LocAssessmentForm. The form emits a recommended_loc_code preview as scores change.
6

Save the assessment

Click Save in the LocAssessmentForm. The assessment is created with status: 'draft' and you are redirected to the detail page at /cl/loc-assessments/:id to review and sign.

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Key concepts

The instrument_type field accepts asam or locus. Labels rendered in the UI are “ASAM Criteria (Substance Use)” and “LOCUS (Mental Health)”. Clinical scoring rules for each instrument are not implemented in this component.
When priorId is provided, useLocAssessmentReassess loads the prior record and seeds the form with its dimension_scores. computeDirection compares the new total score to the prior total: step_up (new > prior), step_down (new < prior), or lateral (equal). The new record is linked via supersedes_id.
New assessments are created with status: 'draft'. Signing (via useSignLocAssessment on the detail page) sets status: 'signed' and records signed_at and signed_by. If final_loc_code !== recommended_loc_code, an override_reason_code and override_rationale (minimum 20 characters) are required.

Clinical

Overview of the Clinical core.

Governance & parity

Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/cl.tsx
  • src/cores/cl/pages/LocAssessmentNewPage.tsx
  • src/cores/cl/hooks/useLocAssessments.ts