The following buttons are available on the Family/Client Search page: Schedule Appointments, Add a New Family, Transfer Family, Transfer Client, Search, and New Search.
See Module 1: Figure 18 below.
Module 1: Figure 18: Family / Client Search Page Action Buttons
• Schedule Appointments - The purpose and functionality of the Schedule Appointments button is covered in the Appointment Scheduling module of this manual.
• Transfer Family - The purpose and functionality of the Transfer Family button is covered in the In State, Out of State and Client Transfers module of this manual.
• Transfer Client - The purpose and functionality of the Transfer Client button is covered in the In State, Out of State and Client Transfers module of this manual.
• Search - Initiates a search to retrieve record which matches the data entered on the screen.
• New Search - Clears all previous search results to begin a new search.