Administrative intake

Appointment readiness

Review the intake packet, choose the next administrative action, and send a clear handoff.

3requests in review

Selected packet

Avery Morgan ยท New patient consult

Consent missing

Appointment packet is pending administrative readiness review.

Intake packet
I-4471
Requested appointment slot
10:30 AM
Appointment type
New patient consult
Current status
Administrative review

Readiness checklist

Required administrative evidence for this request.

3 items
  • ReferralCompleteReferral document is uploaded.
  • Insurance cardPresentInsurance card image is available.
  • Signed consentMissingRequired before the appointment can be scheduled.

Administrative policy

Schedule only when required administrative forms are complete. Insurance uncertainty goes to verification staff.

Clinical assessment is outside this scheduling and intake review.

Decision path

Choose the next administrative action.

Decision selected

Unavailable: signed consent is required before scheduling.

Intake handoff

Confirm the action and reason the intake team will receive.

Ready to sendAdministrative handoff is complete.

Next action
Return the intake packet for signed consent.
Reason
Signed consent is missing before the appointment can be scheduled.
Request status
Keep in administrative review.