Inquiry

The Inquiry tab allows you to track the lead status and related details of potential clients as well as indicate that a potential client is ' Closed' and will not become active.

Referral Sources

Close an Inquiry

Mark Inquiry Closed

• This will change the status of the lead from Inquiry to Closed.
• You then have the option to identify a loss indicator and include more details in the Inquiry Closed Reason field.

Loss Indicator

• Loss indicator allows you to report on why a potential client will not become active.
• Loss indicators can be added under File > Configuration > Loss Indicators
• For additional notes about why a potential client was marked closed you can add details in the Inquiry Closed Reason field.
• You can report on all Loss Indicator reasons for any date range using the Loss Indicator Report in the Report Hub.

Referral Source

• Allow you to specify who referred the Client to you for care. 
• Referral sources might include existing Clients, healthcare providers (hospitals, doctors, etc.), case managers, senior care professionals, clergy, attorneys, etc. 
• Important source of new Clients- Rosemark provides tools for you to manage these relationships. For more information, see the Referral Sources section. 
• To add a Referral source
  • Click on one of the Referral Source buttons. 
  • Using the person finder that pops up, type in a new or existing person.
  • If you make a mistake and want to remove one, just click on the X to the right of the button, or you can hit the Revert button if you haven't yet applied the changes.

Medicaid/Medicare Fields

• Optional fields for provider ID, authorization ID, medicaid/medicare number, and case worker.
• If client is not using medicaid you can leave these fields blank.