Inquiry Details Page Field Definitions

An asterisk (*) following the field name indicates a Required field in the Core SmartCare system. Your system may have been customized to require additional fields.

Field

Description

Inquiry Details

Organization

Identifies the organization that has received the complaint/inquiry.

Relation to Client

Identifies how the complainant is related to the client.

Inquiry Category

Identifies the type of inquiry. Types are:

·        Service Concerns

·        Financial Matters

·        Policy/Procedure/Practice

·        Quality of Care

·        Request Change in Provider

·        Other

·        Service Environment

·        Suggestions/Recommendations

 

Complainant's name and address if not client

If the complainant is not the client, identifies the complainant's name and address.

How Resolved button

Click the How Resolved button to enter how the complaint/inquiry was resolved. Tell me how...

Delete icon

Select the delete icon to delete a resolution that was entered.

How Resolved

Identifies the resolution description selected for this complaint.

Inquiry Grievance

Select the radio button to define whether this entry is an inquiry or a grievance.

Client button

Click the Client button to select the client for the complaint/inquiry. Tell me how...

<client ID>

Identifies the client ID for the selected client.

<client name>

Identifies the client's name of the selected client.

Date Received

Identifies the date the complaint/inquiry was received by the organization.

Received Via

Identifies how the complain/inquiry was received.

About

Identifies whether the subject of the complain/inquiry is:

·        Other.

·        Provider

·        Staff

When an option is selected, a window is displayed where you choose the specific entity. Tell me how...

<subject name>

When choosing Provider or Staff, the provider or staff's name is displayed in this field. When selecting Other, the field is activated to allow you to enter the information.

Delete icon

Use the delete icon to clear any text in the <subject name> field.

Explain Issue

Identifies an explanation of the complaint/inquiry. You can enter an unlimited number of characters. You can run spell check on the text you enter. Tell me how...

Reminder

Identifies the date when to remind you to complete the response to the complaint/inquiry.

Make Messages part of Client Record

Select the check box to include any messages entered for this complaint/inquiry become part of the client's record.

Send To button

 

Click the Send To button to send the message to the staff member of your choosing. Tell me how...

<message>

Identifies any message entered concerning the complaint/inquiry.

Status

Identifies whether the complaint/inquiry is open or closed.

Closed On

If the complaint/inquiry is closed, identifies the date it was closed.

Created By

Identifies who first entered the complaint/inquiry into the system.

Created On

Identifies the date the complain/inquiry was entered into the system.

Last Modified By

Identifies who last made changes on the complaint/inquiry.

Last Modified On

Identifies the date when the complaint/inquiry was last changed.