Searching for a Client

The worker kicks off the intake process by searching for the client in the system. The worker can review the search results and decide whether the details of anyone already registered in the system matches the client. If a match is identified, the worker can select the client from the search results, and begin the intake process.

Person search functionality is provided which allows the worker to search across all the persons and prospect persons registered on the system. For more information on Person Search see the Cúram Participant Guide.