There are four ways to find a client from within the client�s tab:
- Search by typing in the name, partial name or primary reference number (usually NHI number).
- Browse clients for whom you are assigned as a caseworker.
- Browse clients for whom one of your direct reports is assigned as a caseworker.
- Browse teams to see the clients who have been referred to the team.
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How to search for a client
- In the Search box, enter at least the first three characters of a client's first, middle, last, preferred, maiden name or reference number (e.g. NHI Number).
- Depending on your organisation's setup you can also search for clients by other reference numbers such as WINZ (SWN), ACC, or driver license to name just a few.
- Click Go. Any relevant matches will be displayed in the results panel.
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What is included in your search results?
Recordbase will present you with a list of all clients that match your query, regardless of whether you are permitted to view those client records. If your access to a client's record is restricted, a padlock will appear to the left of a client's name in the search results. You will not be able to open the records of any padlocked items.
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What's not included in your search results?
Recordbase excludes any clients for which you have been blacklisted. Blacklisting is a feature that allows your organisation to permanently restrict your access to specified client records. If you have been blacklisted from accessing a client's record, these will never show up in any search results.