Client Search
| The grid below the search fields will show your most recently viewed clients, starting with the most recent at the top. |
| Once you search for anything, that grid will show search results for what you've entered |
| Client ID | First Name |
| Last Name | Date of Birth |
| Current Status | Last Seen |
| Next Appt | Access Level |
| Show % |
| Search for a client by entering specific information into its corresponding field. |
| This is the simplest option to search for a client. This allows you to search for the client using any criteria in the field rather than having to put specific information into specific fields. |
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This option will look different, depending on your Neo security rights.
You may just see your own name as an option. |
| Supervisors/Administrators will have the option to toggle through to other caseloads for the staff that they supervise. |
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Red text indicates that the client is on your caseload, but they have not yet kept an appointment with you during the current episode of care.  |
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Search using designated Guardian information.
The results will be all clients with a Caregiver listed in their chart with Guardian (Guardian, Guardian - DHHS, or Guardian ad Litem) selected as the Relationship. |
| You can enter into any or all text fields to search. |
