New Inquiry Locking Functionality

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Background Per county feedback, CalMHSA requested the ability to lock inquiries to prevent edits. This has been developed and is in the March 2025 MSP build, which was deployed to […]

Inquiry Screen Overview for Sys Admins

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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 Overview

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Purpose Inquiries are used for multiple purposes. The majority of the time, they’re used to document requests for services. This can be for requests that are received via a call […]

How to Document a CARE Act Inquiry

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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

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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 Create a Client Through an Inquiry

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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 […]