As the number of clients in your practice grows, you may want to adjust the number of clients shown per page (Settings > My Settings > Display) for easier navigation. Additionally, you can jump to a specific client by entering the client's name or client number in one of the two search boxes.
Option 1 - Search from the Header
1. Enter the client's name or client number in the Client Search field at the top of any page.
2. Click the Find button or Enter on your keyboard.
3. Search results will display automatically.
NOTE: In a group setting, the search box will default to only look for clients assigned to the clinician who is searching. IF the box should instead default to searching all clients within the practice, go to Settings > My Settings > Clients to make that adjustment.
Option 2 - Search from the top of the Client list
1. Click the Clients icon.
2. At the top right is a search box. Enter the client’s First Name, Last Name, Email or Client # and click the Find button.
3. Search results will display automatically.
