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SOPs

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SOPs · Behavioral Health

Behavioral Health Intake Assessment

In progress

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

Owner: M. Chen, Clinical Ops
Cadence: Draft updated yesterday
Next action: Due in 5 days

Sections

Intake ReceiptScreeningAssessment VisitDocumentationHandoff

Outline preview

01Intake receipt: Log referral within one business day and assign an intake coordinator.
02Screening: Complete risk, insurance, and service-fit screens before scheduling the full assessment.
03Assessment visit: Use the approved template, complete safety planning when indicated, and capture consent.
04Documentation: Finalize the note within 24 hours and route for clinical signature.
05Handoff: Schedule first service appointment and notify the assigned clinician of open risk items.

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