Description
Use Find Client to search for and access existing client records so you can review information, update details, and manage referrals for clients already in SRN.
Available to:
Agency Admins, Agency Staff
Navigation
Click “Clients” in the left navigation bar, then select “Find Client.”
Select Search Criteria
Choose how you want to search for the client, such as Full Name, Date of Birth, or Phone.
Enter Search Term: Type the matching client information in the Search Term field, then click “Search.”
Open Client Profile
Find the correct client in the search results and click the client’s name to open their profile.
Review Profile Sections: Navigate across the profile tabs to view relevant records—Information, Files, Notes, Survey Responses, and Waiver.
Edit Profile Data
- Click the “Edit Profile” button in the top-right corner.
- Access specific categories using the left sub-menu (Basic Info, Housing Info, Personal Info, Ethnicity & Race Info, Other Info) to view or update fields.
- Click “Save Changes” or “Cancel” to discard edits.