Create a New Enquiry
To add a new enquiry from an existing Patient/Contact or add a new enquiry,
- Click Correspondence from Dashboard or a Location.
- Select the Enquiries Sub-menu tab.
- All the existing enquiries will be listed here.
- Click New Enquiry.
- Complete the fields using the below table as the reference.
Field | Description |
Location | Select the Location from the drop-down |
Enquiry Category | Select the Category from the drop-down |
User | This field will auto-populate to the current CareRight user. |
Start Date | Enquiry Start Date |
Enquirer | Enquirer name - The Person calling - The patient/Contact details in CareRight can be searched here. |
Subject | The Potential Patient |
Enquiry Text | Enquiry Description |
5. Click Create Enquiry