How to View All Clients with a Special Population

Click on the Search icon.
Type in “Special Populations” in the search bar.
Select the appropriate “My Office” special populations list page from the search results. Note: Only users with the SUD Add-On user role will be able to see the “Clients With Special Populations (SUD) (My Office)” list page.

This will take you to the Clients With Special Populations list page. Use the filters to see what clients are associated with a particular special population. The Start Date and End Date fields will filter for any clients who had an active special population during that timeframe.
1. Example: A client is added to the CalWORKS special population with a start date of 1/15/24 and no end date. When searching the date range 2/1/24 – 2/29/24, this client will show, as they were “active” in the CalWORKS special population during that date range.
2. Example: A client is added to the Probation special population with a start date of 1/15/24 and an end date of 2/15/24. When searching the date range 2/1/24 – 2/29/24, this client will show, as they were “active” in the Probation special population during part of that date range.
3. Example: A client is added to the Foster Care special population with a start date of 2/15/24 and an end date of 2/28/24. When searching the date range 2/1/24 – 2/29/24, this client will show, as they were “active” in the Foster Care special population during part of that date range.

Updated 6/12/24