CAREWare 6 Find Client
Modified on Wed, 13 Mar 2024 11:53 by Kevin Ricciardo — Categorized as: Uncategorized
CAREWare support and documentation has been moved to a new location. For the most updated user guides and documentation for CAREWare click on the link below:
jPROG CAREWare Support Portal
To search for clients in CAREWare, follow these instructions:
Click
Find Client
.
Enter at least one search term.
Click
Client Search
.
Click a client.
Click
View Details
.
At this point the client's record has been opened. If
Custom Forms
is clicked instead of
View Details
, the client's record is opened at the
Custom Forms
window.
Find Client
searches are limited to
Active Clients
by default. That setting can be adjusted in the
Common Storage Settings
by following these instructions:
Log into Central Administration.
Click
Administrative Options
.
Click
Server Management
.
Click
Common Storage Values
.
Type
Active
in the search field.
Click
ActiveClientsOnlyDefaultValue
.
Click
View
.
Click
Edit
.
Change the
Value(StringValue)
to 0.
Click
Save
.
At this point,
Active Only
is unchecked when users click
Find Client
.
Note:
Active clients
are clients that lack a case closed date. When client records have an enrollment status other than active, they still need to have a case closed date for them to be excluded from
Find Client
results if
Active Only
is checked.
The search criteria for
Find Client
can include custom fields by following these instructions:
Click
Administrative Options
.
Click
Custom Features
.
Click
Custom Fields
.
Click
Demographics Tab Custom Field
, one of the Custom Tabs, or
Central Custom Tab
.
Click an active custom field to highlight it.
Click
Toggle Search
.
Now that custom field is included as an option for searching for clients in
Find Client
.
Click
here
to download these instructions.
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CAREWare 6 All CAREWare Documentation