CW360 / DESIGN LIBRARY
Screening workflow
A structured first decision about fit, needs and the next pathway. The chapter explicitly distinguishes screening from a full diagnostic assessment.
Interested → Appropriate/Eligible → Intake Scheduled
This is the chapter’s operating progression, summarized for program design rather than adopted as a universal clinical or billing rule.
What completion should make visible.
The source chapter ties the function to observable records and a next responsible party.
01
1. Presenting concern and requested service
A defined artifact and a responsible role belong together.
02
2. Documented disposition and rationale
A defined artifact and a responsible role belong together.
03
3. Intake scheduled, referral tracked or waitlist follow-up assigned
A defined artifact and a responsible role belong together.
The chapter’s named tools.
APP-15 screening; APP-16 risk assessment when indicated; APP-31 referral tracking; APP-33 safety plan when indicated
Adapt before adoption.
The source includes local timing targets, form IDs, EHR examples and scope/billing language. Those details are retained in the internal source viewer for review; they are not silently turned into current regulatory requirements or a live service protocol here.
Bring the model into real operation.
Define the receiving organization, authority, scope, people, tools and review evidence before adopting or launching a service.
Source basis: Treatment Workflow Manual — Section 1: Screening Website adaptation; source-model details are not an announcement of service availability.