How to search and filter your client list
Find any client quickly by name, reference number or site, and switch between your Direct Clients and your Care Hires clients.
As your client base grows, scrolling through the list stops being practical. The client list on the Clients screen lets you search and filter, so you can get to the right profile in a few seconds.
Your list can hold two kinds of client:
- Direct Clients: clients your agency works with directly and manages in Agency Accelerator.
- Care Hires clients: providers you supply through Care Hires. Their profiles are managed by Care Hires and are read only for agency users.
Before you begin
- Know what you are looking for. The client's name, their reference number (for example CL-2026-AA-01783) or one of their site names all work.
Finding the client list
- Select Clients in the left hand menu.
- The client list sits on the right of the screen. Each card shows the client's logo, name and reference number.
Select a card to open that client's profile. The card you are viewing is highlighted. The client's status, such as DRAFT, ACTIVE or INACTIVE, is shown at the top of their profile.
Searching for a client
- Type into Search Text at the top of the list.
- The list narrows as you type.
You can search by the client's name or reference number.
Filtering the list
Select the filter icon beside Search Text to narrow the list further.
By site. Filter the list by site name to find a client from one of their care homes or services. This is useful when a colleague mentions a home by name and you are not sure which group owns it.
Care Hires clients only. Tick Care Hires Clients Only to show just the providers you supply through Care Hires. Untick it to see all your clients again, including your Direct Clients.
Moving through the list
If you have more clients than fit on one page, use the page numbers at the bottom of the list, or the arrow to move to the next page.
Tip: Searching by reference number is the fastest and most reliable way to find a client, especially where two clients have similar names. Our Support Team will also ask for it if you contact them.
Good habits worth adopting
- Use consistent client names. If one person enters "Meadowvale Care Group Ltd" and another "Meadowvale", searching becomes harder for everyone.
- Name sites the way your team talks about them. If everyone calls a home "Orchard Lodge", use that as the site name so the site filter finds it.
If something looks wrong
A client is missing from the list. Clear the search and untick Care Hires Clients Only. If they are still missing, contact our Support Team with the client's reference number.
You cannot post jobs for a client you found. Check their status. A client in DRAFT, CLIENT PROFILE COMPLETE or INACTIVE cannot be scheduled. See Understanding the client profile lifecycle.
You cannot edit a client. Care Hires clients are read only for agency users. Only your Direct Clients can be edited.
Searching by a site name finds nothing. Check the spelling against the site name in the client's Site Management panel.
If something still does not look right, contact our Support Team.