How do I search for a client?
You can search for clients using a search string (e.g., name, ID, phone number) or through an advanced search with specific attributes.
1. From the navigation bar, select Network - Clients to open Client Management
2.Input the search string, click on the icon or press Enter for quick search
3. For Advanced Search, Click on the ⌄ icon to unfold Advanced Search Panel.
4. Use specific attributes for Advanced Search
Related Articles
What is a Client?
In healthcare, the terminology used to describe individuals receiving care varies among professionals and organizations. Traditionally, the term "patient" has been used, implying a role where the individual is a recipient of medical treatment, often ...How do I configure client settings?
Client settings allow you to manage client data, including required fields, display options, and matching criteria. To access Client settings, click on the gear icon on the top right, then choose “Clients” to access client settings For the list of ...How can I create an Aggregate Encounter?
1. Navigate to the Workload Tracker as previously described. 2. Scroll down to Patient Time 3. Click “+ Activity” and “+ Aggregate Encounter” 4. Complete the form. Fields marked with an asterisk are mandatory in order to save. 5. Link at least one ...How do I add a new client
You can add new clients by entering their demographic information, identification details, and contact information. 1. On Clients Management page, select +Add Client 2. Input the required information, then click on Save.How can I add a Referral?
1. Navigate to Referrals in the menu 2. Click “+ Add Referral” in the top right 3. Search for and select the client you wish to create a new referral for. 4. Complete the form and save. a. Items marked with an asterisk are mandatory in order to save.