You can search for a Client Profile using a single field in the search facility or a combination of fields. Below is a complete list of the criteria you can search by:
Client ID |
First Name |
Surname |
Status Clients can have a status of Active, Inactive, Deceased, Pending, Assessed, Other Provider or Suspended. Active is the Default value in the Search screen. |
Has Schedule Not all Clients will have a Schedule attached to their Profile |
Mobile Number |
Phone Number |
Address |
Email Address |
Date of Birth |
Priority Level When a Client’s Profile is created on the application, a Priority Level must be assigned to them. This can be High, Normal or Low. |
Service Date From/ Service Date To |
Client Supervisor |
Funded Service |
Generic Carer Service |
HSE Departments/ Department Contact |
Service Start Date Allows you to search on Client Profiles based on the start date of their Schedule(s). |
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