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Addiction Treatment · Workflow

Patient intake and assessment automation

Automatically processes new addiction treatment patients from initial contact through completed assessment, creating treatment plans and scheduling first appointments. This workflow reduces manual intake time by 70% while ensuring comprehensive clinical documentation and HIPAA compliance.

Workflow Trigger

New patient submits online intake form or calls facility requesting treatment services.

Visual Flow

Each node represents an automated step. Connections show how data and decisions move through the workflow.

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

  1. 1
    Trigger

    Receive patient intake request

    Patient completes digital intake form with basic demographics, insurance information, and substance use history. System captures and validates required HIPAA consent forms.

  2. 2
    Action

    Verify insurance and benefits

    Automatically check patient insurance coverage and treatment benefits through integrated verification system. Generate coverage summary and patient responsibility estimates.

  3. 3
    Decision

    Determine assessment complexity level

    AI analyzes intake responses for substance type, usage severity, mental health indicators, and medical comorbidities. Routes to appropriate assessment track based on acuity level.

  4. 4
    Action

    Generate personalized assessment questionnaire

    Create customized clinical assessment forms based on patient's substance use profile and risk factors. Include standardized screening tools like AUDIT, DAST-10, or PHQ-9 as appropriate.

  5. 5
    Action

    Schedule assessment appointment automatically

    Book patient with appropriate clinician based on specialization, availability, and urgency level. Send appointment confirmations and pre-assessment instructions via secure messaging.

  6. 6
    Action

    Create preliminary treatment plan

    AI generates initial treatment recommendations based on assessment data, evidence-based protocols, and facility capabilities. Prepares documentation for clinician review and approval.

  7. 7
    Output

    Generate intake completion package

    Compile complete patient file with verified insurance, scheduled appointments, preliminary treatment plan, and compliance documentation. Notify clinical team of new patient ready for assessment.

Outputs

  • Complete patient file in EHR
  • Verified insurance coverage summary
  • Scheduled assessment appointment
  • Preliminary treatment plan draft
  • HIPAA-compliant intake documentation

Key Metrics

  • Intake processing time
  • Insurance verification accuracy rate
  • Assessment show-up rate
OA

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