How Do I Search for Clients?

Step-by-Step Guide

Option 1:

  1. Locate the Search feature at the top right corner of the screen.
  2. Search for the client using the method you have selected for your Preferred Client Search


 Click on the client that matches your search.

Option 2:

  1.  Click on the "Clients" heading. Click on "Client Search".

  2. 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