How to Search for a Client

Author: Howie River | Date Created: July 1, 2024 | Date Updated: June 4th, 2025

What is this

This article will show you best practices for how to search for, and locate, existing clients in HMIS.

What you need to know

To avoid duplicate records, always search for a client in HMIS three times using different combinations of their full name, Social Security number, and date of birth.

Follow these steps

1. From the Clients Workspace, select Find Client:

3. Search with the first three letters of the client's first and last name, or by Client ID:

5. Select your client in the results below, if found:

6. If no results appear, repeat a second search using date of birth or social security number
7. If you can’t find your client after three different searches, you may create a new client record