Select the menu option labeled client services.

Under client services, select the first option from the dropdown which will be account management.

A window labeled Client Account will pop up. In the upper left corner of this screen, there will be a field labeled acct/name.

Enter the desired Client name and press the blue search button next to the fields at the top, or hit enter on the keyboard. A list of all clients with the name indicated will appear in a screen labeled select owner and patient.

Double click the desired clients name and the account will appear in a new screen.