What does it do?

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

 The criteria is 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’ button (Select)  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.