How to Search for Clients in CAC CareNet
Searching for clients in CAC CareNet can be done two different ways. Please see what options you have below:
Option 1. You can search for clients through the main search bar on the dashboard.
Note: This search bar will only populate Active clients. If your search yields zero results try searching through the dedicated search page mentioned in option 2.
Option 2. Click the "Clients" button in the left hand menu. After your page reloads you will have several options to search for clients or associated people.
To search for clients/associated people:
A. Utilize as many of the fields as you have information for. You can fill in partial information (e.g. just the first name or just the last name)
To search for clients/associated people:
A. Utilize as many of the fields as you have information for. You can fill in partial information (e.g. just the first name or just the last name)
B. Additionally you can also expand the advanced search option to filter results further (e.g. by case numbers, funding sources, activity status). If searching for an associated person you can also filter by relationship or the perpetrator search options.
C. After fill in your desired fields press the 'Search' button at the bottom of the window.
D. Your results will be listed below the search window. This will give you information about the client as well as any associated persons listed on their profile.
E. To view a full client profile press the eye icon in the far right column.
F. You can view all recent clients you viewed in the recent clients drop down. To view a full profile of a recent client simply press anywhere within the row for their name.
Tip: If you want to pull up all the clients who have been assigned to you, simply select your name from the 'Personnel' drop down and press search.
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