To search for clients in CAREWare, follow these instructions:

1. Click Find Client.

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2. Enter at least one search term.

3. Click Client Search.

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4. Click a client.
5. Click View Details.

At this point the client's record has been opened. If Custom Forms is clicked instead of View Details, the client's record is opened at the Custom Forms window.

Find Client searches are limited to Active Clients by default. Users can uncheck the box to remove that criterion. The default setting can be adjusted in the Common Storage Settings by following these instructions:

1. Log into Central Administration.

2. Click Administrative Options.

3. Click Server Management.

4. Click Common Storage Values.

5. Type Active in the search field.

6. Click ActiveClientsOnlyDefaultValue.

7. Click View.

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8. Click Edit.
9. Change the Value(StringValue) to 0.
10. Click Save.

At this point, Active Only is unchecked by default when users click Find Client.

 

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Note: Active clients are clients without a case closed date. When client records have an enrollment status other than active, they still need to have a case closed date for them to be excluded from Find Client results if Active Only is checked.

The search criteria for Find Client can include custom fields by following these instructions:

1. Click Administrative Options.
2. Click Custom Features.
3. Click Custom Fields.
4. Click Demographics Tab Custom Field, one of the Custom Tabs, or Central Custom Tab.
5. Click an active custom field to highlight it.
6. Click Toggle Search.

 

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Now that custom field is included as an option for searching for clients in Find Client.

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