Search

The main way to search is on the landing page when you log in.

This searches on both Contacts and Clients. The fields it includes in the search are:

Contact ID
Client ID
First name
Preferred name
Family name
Date of birth
Phone

Note that the system does not search on Contact records that have been converted to a Client.

When you see search results, Client records will display with bold lettering, and Contact records will display with italicised lettering.

Note if you are not in a clinician role (i.e. when you view records, you can't see identifying or sensitive information), then you will only be able to search on Contact ID or Client ID.

Another way to search is when you see lists of records. The screenshot below shows the columns for the Incomplete Referrals list. To search a column, click in the box with "search" inside it and then type a search term.