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