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SOPs · Behavioral Health

Behavioral Health Intake Assessment

Step-by-step intake workflow from referral receipt through completed assessment, safety screen, and first appointment scheduling.

Behavioral HealthAI-AssistedOperations

Document outline

Structured sections ready for package delivery or survey prep.

  1. 1

    Intake receipt: Log referral within one business day and assign an intake coordinator.

  2. 2

    Screening: Complete risk, insurance, and service-fit screens before scheduling the full assessment.

  3. 3

    Assessment visit: Use the approved template, complete safety planning when indicated, and capture consent.

  4. 4

    Documentation: Finalize the note within 24 hours and route for clinical signature.

  5. 5

    Handoff: Schedule first service appointment and notify the assigned clinician of open risk items.

Section map

Intake ReceiptScreeningAssessment VisitDocumentationHandoff