Searching for Clients
This guide describes procedures for using the CAISI Case Management Software system to: - Log on and navigate in the system - Search for and view clients - Add and edit clients in the system (refer, admit, discharge client) - Work with OSCAR Case Management Encounter module (create and edit notes) - Use the Tickler to send and receive activity messages - Upload client documents and images -
1. Search Overview
Overview of OSCAR/CAISI system's search capabilities.
If you are unable to see a client in the client list, and before you add a new client to the system, you may need to do a search to ensure the client is not already in the system.
You can search the main OSCAR system for the client, or you can search for the client in CAISI Program Management Module.
2. Searching for Clients in OSCAR
A brief description of how to use OSCAR's search capabilities to retrieve existing client information.
1. Log in to the OSCAR/CAISI system.
2. On the main OSCAR screen, at the top right corner, and to the left of the Help link, type the client’s last name in the text box , and click the Go button.
3. If the system does not retrieve a client name, access the CAISI Program Management module to search for the client. For details see Searching for Clients in the CAISI Program Management Module.
3. Searching for Clients in the CAISI Program Management Module
Describes how to search for client's in the CAISI PMM.
1. On the OSCAR main screen’s menu bar, click Program. The CAISI program screen opens:
2. On the left panel, under Navigator, click Search Client. The right panel refreshes to show search criteria options:
3. Do one of the following:
a) To narrow your search, enter known information in the criteria text boxes, such as Client Last Name, Admission Date From, etc.
OR
b) To retrieve all existing clients, leave the text boxes blank, and click the search button.
Search results appear below the criteria text boxes, similar to the graphic below:
4. Depending on how many names are in the system, you may need to click one of the numbers below the displayed list to open another screen with client names. For example to navigate from the first screen to the second, click 2, or click Next.
Note: If you cannot find the client’s file from the list of clients you retrieve, the client is not in the system and you must create a new one by filling out an Intake form. For details, see Adding New Clients.
