Default client's intake date field to date of completed initial assessment

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.

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.

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.

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.