Use this tutorial to search for a client and/or filter the list of clients displayed on the Client Search page.
Complete the following steps to Search for a ClientSearch for a Client:
Select the Client Search menu option on the Provider Services menu. The Client Search page displays.
Complete information in one or more of the following controls to search for a client and/or filter the list of results displayed:
In Client Number, enter the specific client identification number on which to search. You can enter partial information to widen your search.
In SSN, enter the specific Social Security Number of the client on which to search.
In First Name, enter the first name of the client on which to search. You can enter partial information to widen your search.
In Last Name, enter the last name of the client on which to search. You can enter partial information to widen your search.
Click Search to perform a search based on the search criteria specified. The page refreshes and results found to match the search criteria are displayed in the Clients table.
|
|
NOTE: If search criteria are not specified, a list of all clients displays in the Clients table when Search is clicked.
You can view detailed client information by clicking the Details link in the Clients table. For more information, see View Detailed Client Information. |
