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. |

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. |

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. ![]() |
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. |
