Search All Clients

To look for a client across all agencies

To search for a client, click the icon located in the top-right corner of the navigation bar. Enter the full NRIC / FIN of the client, and press 'enter' to perform the search.

Global Search

Once you perform the search, you’ll be able to quickly identify if there is a pending or active referral with any other services.

Global Search - Results

While this is a shared system, there are safeguards in place to prevent misuse and ensure proper access.

Scenario 1: Client has a pending/active referral within your service but is not assigned to you

  • Expected Behaviour: The system will prompt you to confirm if you need access to the client’s profile. Once you check the confirmation box and selected the reason for access, the access request will be logged in the timeline and audited for security purposes.

Checking the box and selecting the reason grants you temporary access to the client’s profile for 6 hours, after which you will need to declare again.

Declaration prompt

Scenario 2: Client has no pending/active referrals within your service

  • Expected Behaviour: You will be required to create a referral before gaining access to the client profile.

Create a referral prompt

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