CW360 / DESIGN LIBRARY
Intake workflow
The admission foundation: identity, permissions, payer/financial posture and the correct program episode.
Eligible → Admitted → Chart Legally/Administratively Ready
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. Unique client identity and contact pathway
A defined artifact and a responsible role belong together.
02
2. Required admission documents indexed to the correct episode
A defined artifact and a responsible role belong together.
03
3. Orientation and assessment next steps assigned
A defined artifact and a responsible role belong together.
The chapter’s named tools.
APP-17 demographics; APP-19 financial/insurance; APP-20 consent; APP-21 privacy acknowledgment; APP-34 release when applicable
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 2: Intake Website adaptation; source-model details are not an announcement of service availability.