Clinical intake administration

Appointment readiness review

3 intake packets awaiting review

Selected request

I-4471 - Avery Morgan

Appointment packet is pending administrative readiness review.

10:30 AM

Intake packet

I-4471

Requested appointment slot

10:30 AM

Appointment type

New patient consult

Administrative readiness

Not ready to schedule

Evidence

Review inputs

  • OK

    Referral document is uploaded.

  • OK

    Insurance card image is present.

  • !

    Signed consent form is missing before scheduling.


Context

Administrative scheduling policy

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

Decision path

Choose the next administrative action

Handoff

Intake coordinator

The required signed consent form is missing, so the intake packet is not ready to schedule.