| 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 correlating field.
This is the most simplified 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.
