CAREWare support and documentation has been moved to a new location. For the most updated user guides and documentation for CAREWare click on the link below:
jPROG CAREWare Support PortalTo search for clients in CAREWare, follow these instructions:
- Click Find Client.
- Enter at least one search term.
- Click Client Search.
- Click a client.
- Click View Details.
At this point the client's record has been opened. If
Custom Forms is clicked instead of
View Details, the client's record is opened at the
Custom Forms window.
Find Client searches are limited to
Active Clients by default. That setting can be adjusted in the
Common Storage Settings by following these instructions:
- Log into Central Administration.
- Click Administrative Options.
- Click Server Management.
- Click Common Storage Values.
- Type Active in the search field.
- Click ActiveClientsOnlyDefaultValue.
- Click View.
- Click Edit.
- Change the Value(StringValue) to 0.
- Click Save.
At this point,
Active Only is unchecked when users click
Find Client.
Note:
Active clients are clients that lack a case closed date. When client records have an enrollment status other than active, they still need to have a case closed date for them to be excluded from
Find Client results if
Active Only is checked.
The search criteria for
Find Client can include custom fields by following these instructions:
- Click Administrative Options.
- Click Custom Features.
- Click Custom Fields.
- Click Demographics Tab Custom Field, one of the Custom Tabs, or Central Custom Tab.
- Click an active custom field to highlight it.
- Click Toggle Search.
Now that custom field is included as an option for searching for clients in Find Client.
Click
here to download these instructions.
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CAREWare 6 All CAREWare Documentation