- Click on Contacts under People in the sidebar to view all current Contacts or Clients.
- Click the down arrow, to filter contacts to see what is relevant to you.
- Use the filter by keyword search box to check if the Person already exists.
- Open the record by double clicking and cross reference the key fields such as contact details and date of birth/MSD/NHI number for clients to make sure this is the correct person.
How to search for a Contact
Steph Hay
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