Bed Management: Search for Beds or Clients

There are three different ways to search for beds or individuals in Bed Management, through the Census View, Attendance View, and Waitlist View.

Census View & Attendance View

1. Set the following filters before searching:
   • Location dropdown menu
     • This dropdown menu defaults with all locations selected. To unselect all locations, uncheck the box next to Location Name.
       
       
        
   • Filter icon to open the filter panel containing the following options:
     
     
      
     • Bed Status
     • Occupancy Status
     • Reservation Status
     • Active Status
     • Program
     • Bed Type
     • Length of Stay - only numeric entries allowed.
     • Tags - start typing a tag and a list of options will generate. Will allow multiple entries.
     • Assigned Staff - at least three characters need to be entered to generate options. Will allow multiple entries.
     • Click Apply after any Filter Options are selected.
   • Date field
     
     

     NOTE: In the calendar view, the current date is circled in black, while the date selected to search by is encircled in blue.

2. In the Search field, enter one of the following:
   • The name or partial name of an individual; client or dependent.
   • The client number.
   • The name of a level, ie. building, wing, room, bed, etc.
   • Once at least three characters are entered, results will automatically begin to show below.
3. Once results are displayed, the filters can be changed to provide the desired results. Once selected, click Apply.
   
   
    
   • To return the filters to the previously set options, click Reset.
   • The filters can be removed from view by clicking Collapse.

Waitlist View

1. Select the Waitlist you would like to search from the Waitlist drop-down menu.
2. In the Search field, enter one of the following:
   • The name or partial name of an individual; client or dependent.
   • The client number.
   • Once at least three characters are entered, results will automatically begin to show below.