These tools are located in the Client Tools section and help you quickly find the information you need, depending on whether you're searching for a person or a specific case.
Understand the difference between Find Client and Find Case
Find Client: Search for an individual client, who may have one or more cases.
Find Case: Search for a specific case, linked to a client.
đ Note: A client can have multiple cases. For example:
A Mental Health Support case assigned to a Social Prescriber.
A Physical Inactivity case assigned to a Health and Wellbeing Coach.
Find a client
Use this option when you want to locate a client and view all their associated cases.
Open Client Tools
Select Find Client
Click Show
Results and filtering options
Once selected, you will see a list of clients connected to your hubs.
The Results field shows the total number of clients available.
Search: Use the search bar to find a specific client.
Case Ownership filter: Filter by the user assigned to the clientâs cases.
Case Status filter: Filter by the clientâs stage of support.
đ Note: Use a combination of filters and search to quickly narrow down large client lists.
View and manage client information
Select Show Cases in the Actions column to view all cases linked to the client
Click on a client name to open their full profile
From the client profile, you can view:
Client Details
Case Overview
Prescriptions
Access Info
To update any information, select Edit Client.
Find a case
Use this option when you want to locate and open a specific case directly.
Open Client Tools
Select Find Case
Click Show
Results and filtering options
Once selected, you will see a list of cases connected to your hubs.
The Results field shows the total number of cases available.
Search: Search by client name or case details.
Case Filters: Use the filters on the left-hand side to refine results.
View and manage case information
Select View Case to open the case record.
Select Edit Client to update the associated clientâs details.
Click on a client name to open their profile.
đ Note: Opening a client from Find Case will take you to the same client profile view used in Find Client.
When to use each tool
Scenario | Recommended tool |
You want to find a client and see all their cases | Find Client |
You want to locate a specific referral or case | Find Case |