Consumer Search Tab

Owned by Amber Jones (Unlicensed)
Last updated: Oct 05, 2022 by Patrick Reynolds
1 min read

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.

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