The Client Inquiries (Client) list page is that displays inquiries specific to the selected client in the Client Search box.
- Click the Search icon, with the client open.
- Type âClient Inquiriesâ in the search bar.
- Select âClient Inquiries (Client)â from the search results.
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- This will bring up the Client Inquiries (Client) list page.
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Filters
- Recorded By All (Filter is not formally labeled, this shows the default option when first viewing the screen)
- Assigned To All (Filter is not formally labeled, this shows the default option when first viewing the screen)
- All Dispositions (Filter is not formally labeled, this shows the default option when first viewing the screen)
- All Statuses (Filter is not formally labeled, this shows the default option when first viewing the screen)
- From: Date selection filter.
- To: Date selection filter.
- Click Apply Filter once you have the appropriate option selected.Â
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Columns
The following data columns can be found in this list page:
- Inquirer: This is clientÂ
- Date/Time: This hyperlink will take you to the inquiry.Â
- Recorded By: The person who took the inquiry.Â
- Assigned To: Who the inquiry is assigned to,Â
- Disposition: Â
- Inquiry Status: This will show you the status of inquiry, such as in progress or completed.Â
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Upper Right-Hand Icons
- SmartView: This icon is an overview of the patientâs medical profile. You can quickly view the patientsâ vitals, medications, documents that need to be done, and much more.
- New Favorites Icon: Clicking on the ânew favoritesâ icon will allow you to add this screen to your favorites for quick access.
- Favorites Icon: If you have this listed as your favorite already, when you hover over this icon, it will tell you the favorite name.
- Export Icon: This icon is available to admins. You will be able to export the data from this screen into an excel spreadsheet.
- New Icon: This will create a new inquiry for the client.Â
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