How to locate a client in the system
Quick Search
In the upper left and/or right corner of main screens (Home, Client List, Census, Schedule, Tasks, or Reports), there is a search box. Type the complete or partial name of the client and press enter. The program will return all matching records.
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Scroll Bar
The user has the option to scroll up or down on the screen to locate a client. Additionally, the user may quickly change the sort order within a column by clicking the up or down arrow at the top of the column. Then proceed with scrolling through the list to locate the desired client.
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