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
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