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    What does it do?

    This is the primary tool to find, add, and reopen clients in Neo

     


     

    The criteria are used to help rank the best matches to the returned results.  To get the best possible matches, enter as many of the criteria fields as possible, especially the date of birth.  The Rank field will be a higher number based on the number of hits the criteria make to any given row.  The exact matches will appear in the search results grid.

    S(Select) button: Selects a client and loads them in the Access Center Dashboard

    ReOpen button: If the client status is currently “Closed”, this button will start a new AC History record for them

    Add New Client button: If the client could not be found or none of the results appear to be correct, then this button will add the client to Neo.

     

    IMPORTANT NOTE - Clients that you worked on or selected in the recent past will appear in the grid automatically



     

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