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House Rules & Expectations

Comprehensive sober living guidelines for all residents

Client *

Date *

Time

Test Type

Collection Method

Result

Detected Substances

Notes

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UA tests will appear here once logged.

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Visit Date

Visitor Name *

Relationship

Items Brought

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Notes

Client	Visitor	Date	Check-In	Status	Items	Notes

Client Name ↕	Therapist ↕	Psychiatrist ↕	MD ↕	Last Updated ↕

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Select an intake form type from the dropdown above to begin the intake process for a new client.

Phone Intake: Quick initial contact and assessment
Full Inpatient: Comprehensive inpatient admission form
PHP/IOP/OP: Partial hospitalization, intensive outpatient, or outpatient programs
Sober Living: Residential sober living admission

Client Name *

Phone Number *

Email

Date of Birth

Referral Source

Drug of Choice

Serious Conditions

Motivated?

Notes

Medical Cannabis Card Upload photo of medical cannabis card if applicable

Signature *

Client Name *

Phone Number *

Email

Date of Birth *

Gender

Level of Care

Emergency Contact Name

Emergency Contact Phone

Insurance Provider

Insurance ID

Weekly Rate

Primary Diagnosis

Important Medical Information

All critical medical notes appear here (allergies, medications, conditions).

Primary Therapist

Case Manager

Medical Cannabis Card Upload photo of medical cannabis card if applicable

Signature *

Client Name *

Phone Number *

Email

Date of Birth *

Gender

Level of Care

Emergency Contact Name

Emergency Contact Phone

Insurance Provider

Insurance ID

Weekly Rate

Primary Diagnosis

Important Medical Information

All critical medical notes appear here (allergies, medications, conditions).

Primary Therapist

Case Manager

Medical Cannabis Card Upload photo of medical cannabis card if applicable

Signature *

Client Name *

Phone Number *

Email

Date of Birth *

Gender

Level of Care

House / Program

Bed / Room Preference

Emergency Contact Name

Emergency Contact Phone

Insurance Provider

Insurance ID

Weekly Rate

Primary Diagnosis

Important Medical Information

All critical medical notes appear here (allergies, medications, conditions).

Primary Therapist

Case Manager

Medical Cannabis Card Upload photo of medical cannabis card if applicable

Signature *

Organization Settings

Customize branding and default timezone for your organization.

Company Name

Company Website Used for the footer link and branding preview.

Support Email Displayed in the footer contact section.

Support Phone Shown as the on-call cell number in the footer.

Logo URL Provide a publicly accessible image URL (PNG or SVG recommended).

Primary Timezone Impacts date/time display and scheduler operations.

BCE III

BCE Sober Living

Eastern Time (ET)

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AI Assistant

Roll out GPT-5.1-Codex-Max (Preview) responses for every client profile and workflow.

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Test Data

Populate the dashboard with sample clients and activity for demos or QA.

BCE Sober Living

Dashboard

Today's Random UAs

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Comment Board

Team Feed

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Clinical Hub

At a Glance ▼

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House Rules & Expectations

Random Drug Tests

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UA Test Log

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Document Library

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AA / NA Documentation

Nightly Census Reports

Clinician Assignments

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Activity Log

Messages

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Phone Intake Form

Full Inpatient Intake Form

PHP/IOP/OP Intake Form

Sober Living Intake Form

Settings

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BCE Sober Living

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