Default client's intake date field to date of completed initial assessment
We have clients with multiple therapists and services and we need the intake date on the assessment to reflect the intake date on that case as an assessment is completed by that therapist. It also needs to be when the intake appointment happened not when the client was added to the system, this is costly detail in an audit.
Connie Supernault
shared this idea
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Gretchen von Seggern (Leu)
commented
I'm going through an audit now and am glad I found this detail! That is a lot to coordinate in the system because it is often also reflected in the treatment plan.
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Rebecca Rondeau
commented
when i have a new case with someone, the intake date follows them from their last case with me. But the initial evaluation doesn't. If I have to do a new initial evaluation, the intake date on that evaluation is going to reflect the date from the old evaluation. that doesn't make any sense at all. Either copy forward the whole initial evaluation or disconnect the intake date from it and attach the initial evaluation to an appointment, the same way progress notes are.
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Monique Chauhan
commented
Agreed. It is a major issue that needs to be rectified immediately. We as the therapist should have the option to put this date. At the very least the intake date reflect the intake appointment. This is a legal issue.
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Carolyn Fortenberry
commented
Agreed. This is a ridiculous and fraudulent date when not the actual intake. It is also going to hurt if a therapist is sued because it will raise issues of when the therapist was expected to assess safety, etc.