Use this procedure to search for a client to obtain the client’s case number.
The Case # search icon is selected.
The Client Search pop-up window displays.
In the Client Search Criteria section:
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The fields in the Client Search Criteria section are used to supply criteria when searching for clients. Enter information in some or all of the fields to decrease or expand the search range as appropriate. The more criteria entered the more specific the search results will be. |
Enter the full or partial First / Last name of the client.
Enter the client’s SSN.
Enter the Client #.
Enter the client’s DOB.
Select the case or application in the Search by dropdown menu.
Enter the Case or Application or Screening #.
Click Search.
The Client Profile Search Results section displays the clients with matching search criteria.
Select the appropriate client checkbox.
Click Submit.
The Client Search pop-up window closes and the Case # is pre-filled with the selected case number on the original page.
A client search is successfully completed and a case number is pre-filled.
Updated 05/02/2014
