Completing the Intake Tab

The first tab of the Demophraphics Form is the Intake Tab.

Completing the Intake Tab

  • Go to ClinicTracker > Patients > Demographic > Intake Tab
  • Enter the necessary details.
  • Click the Save icon.

Intake Section

  • Type
  • Status
  • Intake By
  • Initial Contact Method
  • Initial Contact Name

Referral Source Section

  • Heard About Us From
  • Referral Source
  • Referred By
  • Referral Phone
  • Referral Email
  • Referral Agency
  • Reason for Referral
  • Reason for Referral (2)
  • Reason for Referral (3)

Patient Group Section

  • Patient Group
  • Patient Group ID#
  • Additional Patient Groups

Key Dates Section

  • Date Entered
  • Date Packet Sent
  • Date Packet Returned
  • Date of Contact for Appointment
  • Date of Intake Appointment
  • Date Admitted
  • Date Assigned to Follow-Up Clinician
  • Discharge Date
    • Successfully
  • Discharge Status

Mental Health / Chemical Dependency Section

  • Mental Health
    • No Compliance
  • Chemical Dependency
    • No Compliance
  • Primary

Notes Section

Assignments Section

  • Intake Service
  • Intake Clinician
  • Follow-Up Clinician
  • Intake Disposition
  • Primary POS
  • Diagnosis Type

Miscellaneous Section

  • Hospital Number
  • Additional ID #
  • Family ID #
    • Calculate Next Number
    • Load From Other Family Members
    • Show Other Family Members
  • Case Worker
  • Med-Assist Opioid Therapy
  • Client Characteristics

Basic Information Section

  • Photo

Scheduled Events Section

  • Access Scheduler (Icon)
  • View Events List (Icon)
  • Find Available Appointment (Icon)
  • Refresh (Icon)

Navigation Buttons

  • Staff Assignments
  • Program Assignments
  • Patient Portal Account
  • Insurance Auths
  • Scheduling Groups
  • Foster Home Placement
  • Completed Paperwork
  • Related Documents
  • Billing Accounts
  • Navigation

 

-