Client Search

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The Client Search feature located on the navigation bar is a useful tool for locating information across AWARDS modules regarding specific agency clients.  Client searches are quickly and easily performed based on client name, social security number, or other identifying information.  Client Search results also provide users with access to Client History Reports - detailed accountings of a selected client's history within the agency over a specified date range.  To users with the proper authority, the Client Search feature also provides access to a Program History Corrections tool with which client program and residence history records can be cleaned up in ways not accessible elsewhere in the application, merge duplicate client records functionality, and an electronic signatures setup feature.

Required Permissions

The Client Search feature is available to users with the following permissions:

Program Chart Access
Display Any Chart Records Buttons
Client E-Signatures Settings (optional - required only if you will be using Client Search to set up electronic signatures for clients)
Emergency Access (optional - required only if you will be using the Emergency Access feature for break the glass access to client records)
Merge Duplicate Consumers (optional - required only if you will be using the Merge Duplicate Clients Tool to complete record clean-up)

  NOTE: Permissions are assigned using the Permissions Maintenance feature.  If you do not have access to that feature and need the permission listed here, please contact your supervisor or your local Help Desk for assistance.

Click-by-Click Instructions

Performing a Census Search - Learn to complete census searches from within Client Search.

Viewing a Client History Report - Learn to generate client history reports from within Client Search.

Making Program History Corrections - Learn to make changes to client program history records.

Merging Duplicate Client Records - Learn to merge multiple program history episodes for a client under a single client ID.

Setting Up or Modifying a Client's Electronic Signature - Learn set up and modify e-signature images, a PIN, and/or default e-sign settings for an active client.

Using Emergency Access (Break the Glass) - Learn to use the break the glass feature to access client records in emergency situations.

A Closer Look @ HMIS PID Assignments

Personal ID Assignment Rules (HMIS) - Learn about the rules governing how personal ID (PID) numbers are assigned to clients in HMIS databases.

Frequently Asked Questions

Client Search Frequently Asked Questions

Related Documents

Cloning - Instruction Sheet

Electronic Signatures - Instruction Sheet

Training Films & Demonstrations

  NOTE: Films marked with a red asterisk (*) were made prior to deployment of significant AWARDS enhancements and do not reflect those changes; however, the overall content is still relevant and useful.

Consumer History Report (4 min) *

Intake Cloning (7 min)  

Merging Duplicate Clients (11 min) *

Program History Corrections - Training Film and Quiz (26 min)

Running a Client History Report (2 min) * - In order to view this film, Flash must be enabled in your browser's settings.

FootholdConnect Event Recordings

  NOTE: Recordings marked with a red asterisk (*) were made prior to deployment of significant AWARDS enhancements and do not reflect those changes; however, the overall content is still relevant and useful.

Cross Chart Access and Protected Programs (33 min) * - September 2015

Learn about three great AWARDS features related to accessing client chart records:  the Client History Report which gives a detailed accounting of a client's history, Cross Chart Access permission which can be used to customize the scope of the Client History Report's content, and Protected Programs functionality that can be used to limit access to information on clients in specified programs under Client Search.