Business analysis > Curam Common Intake Guide > Identifying the Client

Searching for a Client

The intake worker kicks off the intake process by searching for the client in the system using minimal search criteria. The intake worker can review the search results and decide whether the details of anyone already registered in the system matches the client. The intake worker has the option of registering the client as a prospect or a fully registered client.

Person search functionality is provided which allows the intake worker to search across all the persons and prospect persons registered on the system.



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