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Client Inquiries (Client) List Page

The Client Inquiries (Client) list page is that displays inquiries specific to the selected client in the Client Search box.

  1. Click the Search icon, with the client open.
  2. Type “Client Inquiries” in the search bar.
  3. Select “Client Inquiries (Client)” from the search results.
  1. This will bring up the Client Inquiries (Client) list page.

Filters

    1. Recorded By All (Filter is not formally labeled, this shows the default option when first viewing the screen)
    2. Assigned To All (Filter is not formally labeled, this shows the default option when first viewing the screen)
    3. All Dispositions (Filter is not formally labeled, this shows the default option when first viewing the screen)
    4. All Statuses (Filter is not formally labeled, this shows the default option when first viewing the screen)
    5. From: Date selection filter.
    6. To: Date selection filter.
    7. Click Apply Filter once you have the appropriate option selected. 

Columns

The following data columns can be found in this list page:

    1. Inquirer: This is client 
    2. Date/Time: This hyperlink will take you to the inquiry. 
    3. Recorded By: The person who took the inquiry. 
    4. Assigned To: Who the inquiry is assigned to, 
    5. Disposition:  
    6. Inquiry Status: This will show you the status of inquiry, such as in progress or completed. 

Upper Right-Hand Icons

    1. SmartView: This icon is an overview of the patient’s medical profile. You can quickly view the patients’ vitals, medications, documents that need to be done, and much more.
    2. New Favorites Icon: Clicking on the “new favorites” icon will allow you to add this screen to your favorites for quick access.
    3. Favorites Icon: If you have this listed as your favorite already, when you hover over this icon, it will tell you the favorite name.
    4. Export Icon: This icon is available to admins. You will be able to export the data from this screen into an excel spreadsheet.
    5. New Icon: This will create a new inquiry for the client.Â