Search Tool & Understanding Results

At the top left of the schedule, click the search symbol (a magnifying glass) to search for any information, such as part of a client's name, part of a phone number, a term filled in on a form, or anything else you need to find. Results are listed with links to information you are likely to need, such as a client's profile, appointments, no-shows, cancelations, client report forms, staff or resource listings, and lists of appointments and client report forms.

Chapter Sections

SECTION 1: Search Tool

SECTION 2: Search Results