1: Select the ‘Client/Resident Management’ tile on the Home page.

2: The ‘Client/Resident Search’ screen will open.

3: You can return to this page at any time using ‘Search for a Client/Resident’ in the left side menu.

4: Add the person’s NHI to the ‘Identifier Value’ field.

• The ‘Record Status’ by default is set to active. Files that have been transferred will always be inactive until they are admitted or a case opened. Changing the status to ‘All’ gives the best search 
• The ‘Organization’ by default will be the office you are working in. Most users will only have access to a single office. 

6: Click on ‘Search’.

7: If your file is found, you will be taken to the ‘Client/Resident Overview’ page. 

1: No records to display.

• Check the NHI is correct, make sure there are no spaces. 
• The client/resident file is not present in the system. You can add a new client/resident.  See here for more instructions. 

2: This record exists in an organization your account does not have security access to.

• The client/resident has a file in iAS, however it is in another office. If the file should be in your office, you will need to request for the file to be transferred.  
• For community and ARC files find more instructions here. 
• For ACC files find more instructions here.