Case Manager Search Tab

Owned by Amber Jones (Unlicensed)
Last updated: Oct 11, 2022 by Patrick Reynolds
1 min read

Overview

The “Search” tab allows you to search for a Case manager once they have been inserted. The “Search” tab allows you to search for a Case Manager by: Name, Phone, or Email.

 

Detail

To Search:

  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!

  • 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