The Client Search feature is located on the top-left of your AWARDS screen.
Required Permissions
The Client Search feature is available to users with the following permissions:
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Program Chart Access
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Display Any Chart Records Buttons
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Client E-Signatures Settings (optional - required only if you will be using Client Search to set up electronic signatures for clients)
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Emergency Access (optional - required only if you will be using the Emergency Access feature for break-the-glass access to client records)
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Merge Duplicate Consumers (optional - required only if you will be using the Merge Duplicate Clients Tool to complete record clean-up)
Click-By-Click Instructions
Viewing a Client History Report
Making Program History Corrections
Merging Duplicate Client Records
Setting Up or Modifying a Client's Electronic Signature
Using Emergency Access (Break the Glass)
MIS PID Assignments
Personal ID Assignment Rules (HMIS) - Learn about the rules governing how personal ID (PID) numbers are assigned to clients in HMIS databases.
Frequently Asked Questions
Client Search Frequently Asked Questions
Related Documents
Electronic Signatures - Instruction Sheet
Training Films & Demonstrations
Intake Cloning (7 min)
Program History Corrections - Training Film and Quiz (26 min)