I CAN’T FIND THE ID NUMBER OF A CLIENT THAT HAS ATTENDED A GROUP SESSION. HOW DO I ENTER THE SERVICE FOR THAT CLIENT?

Most likely, the ID number is not showing up in the Available Clients list because the search criteria used to create that list are too narrow and are eliminating that client. The default search criteria displays a list of clients who received any type of group service within the last 90 days. Client who never received a group service before will not appear in the default list.

• If there are dates entered in the Group Service Date fields, does the client have a group service already entered in that date range? If not, remove the dates from the Group Service Date fields entirely and use one of the other search fields, such as First Contact Date, Client ID, or Client Type.
• If you cannot find your client in the Available Clients list after several attempts, try searching with all the fields left blank. This will produce a list of all clients ever served by your agency. The list will be long, but Client IDs will be listed in alphanumeric order so you should be able to find the client you are looking for fairly easily.