Client Search

This page allows you to search for one or more clients and view detailed information about a specific client.

NOTE: You can click the icon to expand information or the icon to collapse information on this page.

This page contains one or more tables. You can click a specific column heading in a table to sort the data in the table in ascending order by the selected column. Once selected, you can click the column heading again to sort the data in descending order. When more than one page of data is available, you can click the buttons at the bottom left of the table to navigate through the various pages, or you can select a specific page in the Page drop-down list to display data for a specific page.

Search Criteria for Clients

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 unique 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. Or, click Reset to reset the search controls to their default values.

NOTE: If search criteria are not specified, a list of all clients displays in the Clients table when Search is clicked.

Search Results

The Clients table displays whenever Search is clicked. In the columns of the table, the following information is displayed for each client that matches the specified search criteria:

Click the Details link to display detailed information about the selected client. When clicked, the page refreshes and displays Client Detail information.
Client Number displays the unique identification number for the client.
First Name displays the first name of the client.
Last Name displays the last name of the client.

Client Detail

Client Detail displays when the Details link in the Clients table is clicked. The following information is displayed for the client:

Client Number displays the unique identification number for the client.
Date Of Birth displays the date on which the client was born.
First Name displays the first name of the client.
Last Name displays the last name of the client.
SSN displays the Social Security Number of the client.

Tutorials...

Access the Home Page

Search for a Client

View Detailed Client Information