Inquiry Locking Functionality
We understand your concerns about issues regarding the pushing and pulling of information between the Inquiry Details screen and the Client Information screen. To address some of these concerns, the […]
Inquiry Screen Overview
This is an overview article to help you understand the components of the Inquiry Details screen. A couple of important call outs: Once the inquiry is created it will be […]
Inquiry Screen Overview
This is an overview article to help you understand the components of the Inquiry Details screen. A couple of important call outs: Once the inquiry is created it will be […]
Inquiry Locking Functionality
When an Inquiry is marked complete and the inquiry is saved, the system is able to lock the record from users making changes. This is the default setting as of […]
How to Document a CARE Act Inquiry
Changes to the CARE Act have been made where now counties must track and report on all inquiries received about the CARE Act. This includes, but is not limited to, […]
How to Remove CDAG Protections from Inquiries
The Inquiry Details screen now requires the “Program” field in the “Inquiry Handled By” section. This was done at the request of counties to ensure inquiries could be protected under […]
How to Navigate the Client Inquiry Screen-Initial Tab
The Client Inquiries (Client) list page displays inquiries specific to the selected client in the Client Search box. For information on this list page see: Client Inquiries (Client) List Page […]
How to Create a Client Through an Inquiry
Select the “Link/Create Client” button. This will bring up the client search window, with a few extra buttons at the bottom. You must search by name by clicking the “Broad […]