Create a New Enquiry

Create a New Enquiry

To add a new enquiry from an existing Patient/Contact or add a new enquiry,

  1. Click Correspondence from Dashboard or a Location.
  2. Select the Enquiries Sub-menu tab.
    1.   All the existing enquiries will be listed here.
  3. Click New Enquiry.
  4. Complete the fields using the below table as the reference.
FieldDescription
LocationSelect the Location from the drop-down
Enquiry Category
Select the Category from the drop-down
UserThis field will auto-populate to the current CareRight user.
Start DateEnquiry Start Date
EnquirerEnquirer name - The Person calling - The patient/Contact details in CareRight can be searched here.
SubjectThe Potential Patient
Enquiry TextEnquiry Description

          5.  Click Create Enquiry