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This walkthrough will show you how to Complete an Admission Screening as part of the Client Intake Process.
1. Click "Client Prospects".
2. Click "Prospective Client List".
3. Find the client you are working with and click on the "Admission Screening" action bubble. (First action bubble).
4. Fill out the Admission Screening by editing each field and entering the required information.
5. Click "Add Insurance" to enter the client's insurance information.
6. Fill out the Insurance Name, Plan, Policy ID, and Relationship.
Tip: Any field with a "*" is a required field.
7. Click "Create" to save the information that has been entered.
9. Fill out the "Substance Use History" section.
10. Add the Substance Used, Days used in the last 30, Route of Use, and more. Click "Create" to save the information that has been entered.
Note: Notice the red box that appears around this section, this is an Autosave Feature that will ensure that no information is lost while going through this process.
11. Fill out the "Previous Treatments" section.
12. Add the Treatment Center Name, Duration of stay, Level of Care and more. Click "Create" to save the information that has been entered.
13. Complete any other sections that have been pre-built into your Admission Screening.
14. Once the Admission Screening has been completed, click "Save and Sign" at the bottom of the screen.
15. Use your Staff Pin or Signature to Sign.
16. Click "Save and Sign".
17. Scroll to the top of the Admission Screening and see that the version history has been documented, including the Date, Time and Author.
18. Navigate back to the Prospective Client List and see that the Admission Screening button has turned green, indicating its completion.
🎉🎉 All done!