- Locate the Search feature at the top right corner of the screen.
- Search for the client using the method you have selected for your Preferred Client Search
Click on the client that matches your search.
- Click on the "Clients" heading. Click on "Client Search".
- Use the search bar to search for your client. You can search using the following characteristics of ANY individual within a household:
- First Name
- Last Name
- Last Name, First Name (at least 2 characters)
- First Name Last Name (at least 2 characters)
- Date of Birth
- Client ID#
- Street or Full Address
- Phone Number