Inquiry

 


KEY

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
  • Send a link to the Client Portal
  • View Caregivers/emails have access to the Client Portal
  • Add an email for access to the Client Portal
  • View last Client Portal activity
  • View a list of all accounts using listed emails for the Client Portal
  • View Client Portal Documents

 

View Client Photo

If none exists you'll see: If one has been uploaded, it will show here

 

 

 

 

 

 

 

 

 

 

View any active messages added through the Message Board screen. 

 

You can view all message boards, active and expired, under Message Boards located in the Other category of the Client Menu - you can also pin it to your favorites for quicker access.

 

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

 

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

 

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

 

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

 

This lists pending SPM, if any are present.

 

 



 

 

 

 

 

 

 

 

 

 

 

Written By Amanda Griffin (Super Administrator)

Updated at March 11th, 2025


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