Searching for Clients

As a caseworker, a phone call from a client can raise lots of questions. Who is this client? Have we helped this person before? When was the last time I spoke to this client? Has this client spoken to another caseworker? How much can we afford to pledge toward this client? Administry puts the answers to these questions at your fingertips!

Search for a client by name or client ID

1. From any screen in Administry, type the client’s name or client ID in the top search bar, and click the magnifying glass to search.
2. Alternatively, click on Search under the Clients menu. Type in the client’s name in the search box.
3. Search results display the client name, client ID and other information to help you identify the correct client. To view more about a client, click on the client’s name.

Advanced Search

From the Basic Search screen click on ‘Advanced Search’ to search by first or last name, email, phone number or address.

Survey Question:

Custom client fields in Administry are called Survey Questions. You can use the Advanced search to local specific responses to survey questions. First select the question, then type in the response you’re looking for. If you need more comprehensive reporting on survey questions, please contact support to create a custom report.

Also search my agency’s extended network:

This setting (selected by default) also searches agencies who share data with your agency. Search results from other agencies will show in a different color.