Client Search

There are two ways to search for a client in ProviderConnect NX: the Explore Search and the Advanced Client Search.

To use the Explore Search, navigate to the search bar on the myDay view. Begin typing the client’s last name, alias, or Medical Record Number.

In the search results, select the Info button to view additional information about the client.

To use the Advanced Client Search, select the link beneath the Explore Search.

The Client Search screen displays. You need to enter at least three search criteria to enable the Search button.

Choose the client in the search results. The client appears in the header and in the Recent Clients list.