*Note: If you do not have access to client profiles, we recommend you read this article on searching for resources, instead.
There are four fields to fill out when conducting a search:
- Service offering: which specific service offering you are searching for
- Client: client name or external ID (You must have access to client profiles in order to use this feature.)
- Location: the address, city or zip code where you would like to populate resources
- Distance: the mile radius from the address you enter
In the Find field, begin typing the service offering you're searching for to view a dropdown menu. From here you can choose one or multiple service offerings to refine your search.
Service offerings are organized by categories. Listed within each category are the related service offerings. Those with an arrow indicate more options within this category.
Custom service offering: If you are looking for a specific service offering, simply type the resource name in quotations. The text will be matched with results reflecting the same language in organization name, service offering name or description.
You also have the option of typing in a client’s name or external ID into the Client field. This will auto-populate the client’s address in the location field. (Entering the client’s name here will also auto-populate their information when creating a referral.)
If your client’s profile does not have an address, you will have to manually fill in the location field. You can also remove the client's address after it's been auto-populated and enter your own location.
In the last Location field, type the address, city or zip code where you would like to see resources.
Things to know about location:
- Typing in a specific address is going to set the search radius around that address and go outwards. If the patient prefers a resource close to them, this is a recommended option.
- Typing in a zip code will geo-locate the center of the zip code and go outwards so this may show results that are not near the patient's actual address but if the patient is flexible in traveling this can be an option.
- It’s recommended not to search by zip code in a rural/not high populated area because the zip codes may run bigger and it may require the patient to travel far so it’s recommended to search by address to find closest resources to them. If you searched by zip code in a rural area then the patient's address could be far from the center of the zip code and could result in showing resources not close to them.
When clicking in the Distance field, you will see a dropdown menu with options from 1 to 100 miles. This is the radius from the location you provide in the next field, Location. 15 miles will always be the default distance.
'Any' and 'All' Matches
The Any feature will show results which match at least one of the service offerings you have added to the Find field. The more service offerings you provide, the broader your search.
The All feature will show results which match all of the service offerings you have provided (i.e. 12-step programs, Substance abuse, Job placement.) This will produce a more narrow and specific list of resources.
If your organization is part of a Network, please visit this article to learn how to find resources in your Network.