Inquiry

 

 

🔴

This area lists client demographic information.  You'll also find the button to view reminder calls, print face sheet, print address label, print upcoming appointments Client Portal Status

 

🟠

If any program that a client is open to requires an SMI upon discharge, it will be listed here.

 

🟡

This lists any available caregiver information - name, phone number, type of caregiver, begin/end dates, and relationship to client.  Click Show All to see previously listed caregivers that have sine been given an end date.

🔵

This shows how often client shows up for appointments as a percentage.  Click View Detail to open up a report that shows a detailed breakdown of client's show rate.

 

🟢

This shows the expiration date of the current annual assessment.

 

This lists the client's future scheduled appointments - up to six(6).

 

🟦

This lists pending SPM, if any are present.

 

🟪

This area lists the last few MC activities, if there are any.

 

🟧

This lists details of client's treatment plans for all open programs.

 

🟨

This lists all programs that the client is open to, and the specific staff they are assigned to within that program.

 



 

 

Written By Amanda Griffin (Super Administrator)

Updated at August 15th, 2024


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