Client Search

Searching for a Client

1)   The first step to data entry is checking whether the client already has a file in the HMIS database.

2)  Upon log in most users will land on the Client Search page. Users can also navigate to the Search page by clicking the Search button in the top right of the browser window.

3)  To search, enter the client’s information into the Search bar.

a) It is possible to enter “full name, partial name, date of birth (DOB), or any combination.”

b) In most cases, using partial names in a search query is advised as it reduces the chance of minor spelling variations omitting the client from the query results.

(1) For example, as seen above “pete la” correctly returns the desired client, Petenwell Lake. Of course, more common names may require more specificity.

(2) Bitfocus recommends using the first three letters of both the first and last name.

     c) If an initial query does not locate the client, it is important to try other combinations including options involving the Date of Birth (DoB) or the last four of the SSN.

     d) Check that all unique identifying information matches before selecting a client.

(1) If you identify potential duplicate files please notify your System Admin

Recent Client Searches

Recently viewed client files appear on the right-hand side of the browser window. These client files can be accessed directly by clicking the client’s name.

Additional Information

Please follow this link for information and best practices for using Clarity's search functions.

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