How to Use the Client Search Icon

1. Click the Client Search icon.
2. In the Search bar,
   • Type the first few letters of the client’s last name.
   • Add a comma,
   • and the first few letters of the first name.

1. 1. 1. For example: a patient named Monique Test, you would type, “Tes,Mon”
      2. Note: To search by first name only, make sure to enter a comma first “,Monique”.

3. Click to select the correct client.

OR

4. In the Search bar, type the client ID number.
5. Click to select the correct client.