Client search criteria must include, at a minimum:
a Client's Primary Client ID,
OR
the first two letters of the Client's last name.
Enter search criteria in the fields provided and click Search:
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Except with respect to an IT Super Admin, searches will only be performed within the searcher's assigned Service Area(s) and Program(s). If you believe a Client is in the system but you are unable to find them using Client Search, they may be in a Service Area and/or Program to which you do not have access. Check with your Business Administrator or clerical staff. |
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To search for inactive Clients in inactive Service Areas and Programs, you must use Admin Client Search. |
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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 of Client ID will limit a search to Clients whose status matches the Client ID exactly. For example, a Client ID search of "1" will return only that Client, if there is one, whose Client ID is 1. Searches of Active or Inactive will limit a search to Clients whose status matches the selected criterion. Searches by multiple criteria will only return Clients that satisfy all chosen criteria. For example, a search for first name "ab", last name "an", status Active and Client ID "1" will only return that Client, if there is one, who has a first name that starts with "ab" (e.g. "Abe", "Abigail") and whose last name starts with "an" (e.g. "Anderson", "Angstrom", etc.) and whose status is Active and whose Client ID is 1. |
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Note: if there are more than ten Clients in the displayed list, they will be displayed in groups of ten. Navigate between groups using the numbers and arrows immediately beneath the Client listing, on the right. (Circled, left.) |
Clients may be searched for by Caregiver at the Client Search By Caregiver page.
To access this page, expand the Clients tab in the Left Navigation Bar and click on Search by Caregiver.
Clients may be added at the Add New Client page. To access this page:
click on the "Add a New Client" link on the right just above the Client listing (below),
OR
expand the Clients tab in the Left Navigation Bar and click on New Client:
