Viewing and Editing an Existing Enquiry

To View or edit an Existing Enquiry:

1. Click Patients.
2. Type the name of the Enquirer or the Subject of the Enquiry (i.e., the caller or potential patient).
3. Locate them in the search results. n.b. If you cannot find them refine the search by adding DOB, home phone or mobile number.
4. Click Show to view their record.
5. Once you are in their record, click Correspondence.
6. Click the Enquiries tab to see a list of Enquiries relating to them.
7. Click Show to view details of the Enquiry.
8. From here you can:
   1. Click to Edit the Enquiry, or
   2. Click to Edit the Enquiry Assessment (if your system administrator has set up an Enquiry Assessment).
9. Once you have made your changes, click Update to save.