The clinic portal tracks intake status inside Sessions. The available session status filters include:
- In Progress
- Awaiting Approval
- Approved
- Rejected
- Completed
- Expired
- Cancelled
There is also an internal Request Information status used as part of the clinical review process. That status is protected and is not passed through externally to the CRM.
These clinic-side Sessions statuses are not the same as every status label a patient sees.
After a patient submits a health intake screening exam, the treatment request can appear under Prescriptions in the patient portal with a simpler status such as:
- In review
- Action needed
- Visit booked
If the patient has not finished the health intake screening exam, they can return to Dashboard and continue the incomplete application.
