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. 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”.
  1. Click to select the correct client.

OR

  1. In the Search bar, type the client ID number.
  2. Click to select the correct client.