How to Address Validations on the Inquiry Details Screen
Overview We continue to have counties reporting that there are validations on the Inquiry Details screen that don’t make sense. While troubleshooting these issues, we have found that these validations […]
New Inquiry Locking Functionality
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
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
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
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 […]
How to Document a Request for Services Received Via the Access Line
Step by step video guide here: https://vimeo.com/801646882/f9d8272f7d Access Line calls are documented on the Inquiry screen. Click the Search icon. Type Inquiries in the search bar. Click to select Inquiries (My […]