Lookup Client

ProviderConnect Administrators can view clients for any agency associated with the client. Providers can view clients for the agency associated with the provider.

• Clients are available in ProviderConnect when the client is admitted to a treatment program through the Admission form (Avatar PM).
• Clients are assigned to a contracting provider when services are authorized through the Service Authorization form (Avatar MSO, Provider To Be Authorized field).
• Client information can be accessed by the contracting provider once the client is associated with that provider.

1. In the Main Menu click Lookup Client.
   • The Search Criteria screen displays.
2. Enter the client's name, ID, social security number.
3. Select the provider agency associated to the client.
   • Or, enter no data and click Search by Criteria to display all clients.
4. Click Search By Criteria.
   • The Search Results screen displays.
5. Click a client ID number.
   • The ProviderConnect Demographic screen displays for the client and agency.
   • Client links display on the Client Sidebar menu.