You can search for cases across Active, Archived, and Applicants from anywhere in the system.
How to Search
- The Search bar is available at the top of every screen.
- You can search using:
- First Name
- Last Name
- PID, Case Number or DOB – depending on the display of the case name
- Note: The search runs across all words in the entered text, not just the first word.
Search Results
- The dropdown results clearly indicate where the case is located:
- Active
- Archived
- Applicants
Opening a Case
Selecting a case from the dropdown opens the case in a new tab, allowing you to continue working without losing your current screen.