Inquiries List Page Field Definitions

Field

Description

Filter

Organization

Identifies the organization that is receiving the Inquiry.

Client button

Click the Client button to search for and select the client pertaining to the inquiry.

<blank field>

Displays the client's name that is selected from the Client Search window.

Delete icon

Use the delete icon to clear any name that appears in the blank field.

Received From

Identifies the starting date of a range of dates to search for the inquiry.

To

Identifies the ending date of a range of dates to search for the inquiry.

All Providers

Select from the drop-down list to filter records to display in the List area of the page. Options are:

·        All Providers

·        Choose a provider from the list of all providers set up in the system

About: All Staff

Select from the drop-down list to filter records to display in the List area of the page. Options are:

·        All Staff

·        Choose a staff member from the list of all staff set up in the system

Status

Select from the drop-down list to filter records to display in the List area of the page. Options are:

·        Open & Close

·        Close

·        Open

All Categories

Select from the drop-down list to filter records to display in the List area of the page. Options are:

·        All Categories

·        Service Concerns

·        Financial Matters

·        Policy/Procedure/Practice

·        Quality of Care

·        Request Change in Provider

·        Other

·        Service Environment

·        Suggestions/Recommendations

Both

Select from the drop-down list to filter records to display in the List area of the page. Options are:

·        Both

·        Grievance

·        Inquiry

Other

Choose from options that are custom to your organization.

List

Date

Identifies the date the inquiry was entered into the system.

Status

Identifies whether the inquiry is open or closed.

Client

Identifies the client's name who is the subject of the inquiry.

Days Left

Identifies the number of days left to act on the inquiry.

Complainant

Identifies the person who registered the inquiry, if it is not the client.

Category

Identifies the topic of the inquiry.

About

Identifies which staff member is central to the inquiry.

Type

Identifies whether the episode is a grievance or an inquiry.

Organization Name

Identifies the organization that the inquiry was submitted.