Client Find

Tip: Find is used to find clients registered at your provider only.

From the Home screen:

1. Click Client, Find Client.

   Open

   

2. Click the First Name field and enter the name.

3. Click the Last Name field and enter the name.

4. Click the Date of Birth Field and enter DOB.

5. Click the Individual ID field and enter ID.

6. Click the Last 4 SSN field and enter the last 4 digits of the SSN.

7. Click Medical Record Number and enter a number.

8. Click the Medicaid ID field and enter a number.
   Tip: Not all fields are required to Find a Client. You can Find by First Name only as an example.

9. Click Find Client.

10. Click the Client ID of the individual found on the list of possible matches.

Open

11. The Client Dashboard is displayed.