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Overview

Insert overview text of the module detail here. What does the tab do? Why would you use it? When would you use it?

Detail

Create a step-by-step guide:

  1. Add steps that are simple and self-contained

  2. Add illustrations to instructions by typing /image

  3. Stick to 3-5 steps per task to avoid overloading readers

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The “Search” tab allows you to search for a consumer once they’ve been inserted. This tab allows you to search for Consumers by the following options: Name, SSN, Reference, Program, Number, Medicaid, Status, Import ID, and Incomplete Checklist.

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Detail

To Search For Consumers:

  1. Select the correct item from the Search Field drop down menu

  2. Enter the correct information in the Search Value Field

  3. Click Search

Expert Search Tips!

  • Type the % in the Search Value field and it will pull all results

  • If you only know part of the name, partial entries are fine

  • If you would like to export the search results, simply Right Click in the grid and select Export