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Inquiry Updates


Inquiry updates enable users to define a patient’s current location and set a follow-up date for every inquiry to enable tracking and timely admission of every patient in Axxess Hospice.


Users need permissions to view, add, edit and/or delete inquiries based on their role at the agency. To give a user permission to edit inquiry information, edit the user and navigate to the Permissions tab. Scroll to the Administration section and check the boxes next to the Inquiries permission.


People tab ➜ People Center ➜ Edit ➜ Permissions tab ➜ Administration section ➜ Inquiries


Inquiry Form Updates


New fields in the Inquiry form enable entry of additional information and enhanced follow-up planning, so users can turn inquiries into referrals and admissions in a timely and efficient manner. New fields include:


Relationship to Patient enables users to document the contact person’s relationship to the patient.


Patient Current Location enables users to document the patient’s location when the inquiry is entered.


Follow-Up Date enables users to set a date for the assigned staff member to follow up on the patient.


Save & Add Another enables users to add multiple inquiries quickly and seamlessly.


Inquiries List Updates


Axxess has also enhanced the Inquiries list so agencies can seamlessly follow up on every patient. The following columns have been added to the Inquiries list:


Follow-Up Date: Displays the documented follow-up date so users can easily see when an Inquiry needs follow-up from the assigned staff member.


Branch: Displays the branch assigned to the Inquiry so users can easily see which branch an inquiry is associated to.



The Inquiries list can also be sorted by these columns.


Updated on 1/24/2020