Help: Admin Client Search

NOTE: Admin Client Search requires no minimum criteria:  entering no criteria at all and then clicking Search will pull up all Clients in the Service Area(s) and Program(s) to which you have access.

Searches by first name or last name will return all results that start with the sequence of characters provided.  For example, a last name search of "an" will return all Clients whose last name starts with the letters "an", e.g. "Anderson", "Angstrom", etc.

Searches by Client ID or Date of Birth will limit a search to Clients whose status matches the Client ID exactly.  For example, a Client ID search of "08/08/1988" will return only those Clients who were born on August 8, 1998.

Searches by Status, Service Area/Program or Custom Label Value will limit a search to Clients assigned values given for those fields.

Searches by multiple criteria will only return Clients that satisfy all chosen criteria.  For example, a search for first name "ab", status Active, birthdate "08/08/1988", Service Area III, Program A and Client ID "1" will only return those Clients who have a first name that starts with "ab" (e.g. "Abe", "Abigail") and whose status is Active and who were born on August 8, 1988 and who is presently assigned to Service Area III, Program A, and who has a Client ID of 1.