CC-UC-03500 – Substance use - Basic flow (primary health care - new client intake

Actors

  • Client/client caregiver
  • Medical doctor (MD)
  • Nurse practitioner (NP)

Pre-conditions

  • Client is covered under provincial healthcare insurance.
  • Client is a new customer at clinic.
  • Client has been provided with a health survey to complete as part of the new client enrolment process.
  • The health survey collects information about the client's family history and substance use as part of the new client enrolment process.
Step Description Data elements collected Result
1 Client/client caregiver completes health survey as part of new client enrolment process.
  • Alcohol Use Status
  • Tobacco Use Status
  • Vape Use Status
  • Other Substance Use Status
  • Pack Years
  • Standard Drinks
  • Substance Product Type
  • Substance Source
  • Substance Route of Administration
  • Substance Quantity Value
  • Substance Quantity Unit of Measure
  • Substance Consumption Frequency
  • Substance Use Period
  • Substance Use Duration
  • Substance Use Duration Unit of Measure
  • Observation Status
  • Date and Time of Observation
The health survey is completed, and the client's medical record is updated.
2 MD/NP addresses health concerns and recommends care plan. Not applicable Care plan is recommended.
3 Use case ends. Not applicable Not applicable

Post-conditions

  • Enrolment process is completed.
  • Substance use and family history details are recorded in the client's medical record.
  • Care plan is recommended.
  • Client's medical record is updated.

Contact us

If you have questions about this initiative, would like to be added to our stakeholder notification list or would like to participate in our consultations, please email us.

connectedcare@cihi.ca

How to cite:

Canadian Institute for Health Information. CC-UC-03500 – Substance use - Basic flow (primary health care - new client intake. Accessed November 02, 2026.