Searching for a Client

Finding a client in the system is easy. Use these steps when you need to review a client’s profile. 

1. Open the Clients dropdown, then select Client Management.
2. Use the quick search field to search by name.

3. Use FILTERS to search and filter by other fields such as Status, Program, or Client ID.

   
   Note: When your client list first loads, Active clients display by default. In the Filters windows, use the status drop-down to choose Pending or Inactive or “Select Status” to display all.

 

4. To open a client’s profile, select a field in the line to the right of the client’s name.