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--- userdocs:how-to:ch1:client_find [2017/09/26 13:39] – created sslattery
+++ userdocs:how-to:ch1:client_find [2017/10/02 14:39] (current) – ↷ Links adapted because of a move operation sslattery
@@ Line 1: / Line 1: @@
 =====How To: Find a Client=====
+-------------------------
+Select the menu option labeled **client services**.
+{{ userdocs:how-to:ch1:client_services_menu_option.png |}}
+Under client services, select the first option from the dropdown which will be **account management**.
+{{ userdocs:how-to:ch1:client_services_account_management.png |}}
+A window labeled **Client Account** will pop up.  In the upper left corner of this screen, there will be a field labeled **acct/name**.
+{{ userdocs:how-to:ch1:client_account_screen.png |}}
+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**.
+{{ userdocs:how-to:ch1:test_client.png |}}
+Double click the desired clients name and the account will appear in a new screen.
+{{ userdocs:how-to:ch1:client_test_profile_screen.png |}}