Client Matching Setup
CAREWare uses the configuration in Client Matching Setup for adding clients , importing client data , and merging client records . Client Matching Setup also affects matching when the URN demographics fields are changed in a record, including first name, middle name, last name, date of birth (DOB), and gender. Cli…
Find Client
To search for clients in CAREWare, follow these instructions: * Click Find Client . * Enter at least one search term. * Click Client Search . * Click a client. * Click View Details . At this point the client's record has been opened. If Custom Forms is clicked instead of View Details , the client'…
