Clinical intake review

Administrative intake readiness

Consent missing

Selected request

I-4471 - Avery Morgan

Appointment packet is pending administrative readiness review.

10:30 AM

Referral

Uploaded

Insurance card

Present

Signed consent

Missing before scheduling

Appointment slot

10:30 AM

Schedule readiness

Return for consent

Evidence

Review inputs

  • OK

    Referral document is uploaded.

  • OK

    Insurance card image is present.

  • !

    Signed consent form is missing before scheduling.


Context

Administrative policy

Schedule only when required administrative forms are complete. Send insurance uncertainty to verification staff. Do not diagnose, triage, or recommend treatment.

Decision path

Decision path

Handoff

Intake coordinator

Signed consent is missing before the appointment can be scheduled