HearAid Version 5.0

Select Client

Select Client

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Select Client

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The Select Client box above the Program Navigator is used to quickly locate client records. It comprises

A Look-up list at the top
A "Recently Selected Clients" list at the bottom

Select Client

 

The Look-up box can list clients either in order of  "Lookup ID Code" or Name. To toggle from one to the other, right-click on the Select Client header and click on your preferred method:

 

LookupClientPopUp

 

To find a client:

 

1.Click in the Client Look-up box
2.If you have selected By Lookup ID type in a "Lookup ID" code. Lookup ID codes have the format FFFGYYMMDD, consisting of the first three letters of the Family name, the first letter of the Given name (if a client uses a "preferred" name rather than their given name, the first letter of the preferred name is used) and the date-of-birth in year-month-day order
 
OR
 
If you have selected By Name Simply begin typing the client's surname, if you have selected "By Name" on the pop-up menu
 
3.As you type in the code or name a drop-down list is displayed and searched
4.Once the correct client is identified, press Enter or click on the name using the mouse (it is much quicker and more efficient to use the keyboard!)

 

LookupClientDropDown

 

When using By Lookup ID to search, please be aware that the look-up list is sorted by Lookup ID and not alphabetically by name!
The Recently Selected Clients list can be stored and recalled at start-up by ticking the Store Recently-Selected Client List in Tools|Options|General