Show pageOld revisionsBacklinksBack to top This page is read only. You can view the source, but not change it. Ask your administrator if you think this is wrong. =====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 |}} userdocs/how-to/ch1/client_find.txt Last modified: 2017/10/02 14:39by sslattery