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howto: Lookup a Case Number
The "Lookup Case Number" procedure is called from many other ONECase procedures to assist in finding the ONECase Case
Number. To lookup up a Case Number position the cursor on the Case Number field and press F8=Lookup. The procedure will
display a screen subtitled Search Values.
The lookup function offers two search variables, which may be used together or separately. First, by specifying the Service, a
worker can generate a list of all Clients receiving the Service with open cases within the Provider. Note the 'AND/OR' wording on the
screen.
Service...................* _____
AND/OR
Client Name......(Last)... __________________
(First).. __________________
Secondly, by specifying one or more characters of the Last Name of the Client (and, optionally, the First Name), a worker can
produce a list of all Clients whose name begins with the character(s) keyed. For example, from a search value of 'S' for Last Name,
the program displays all Clients whose last name begins with 'S'. From a search value of 'Smith', the program displays last names
'Smith', 'Smithfield', 'Smithson', and so on.
Combining the search paths, a worker can generate lists meeting the name search values who are also receiving the Service
specified. From these lists one can find and select the Client and the corresponding ONECase Number.
Example 1: Search by Service 'VISIT'
Key the Service 'VISIT' in the field, press Enter. The program display all Clients with open Services equal to the 'VISIT' value.
Service...................* VISIT
The function displays all Clients currently receiving the ONECase Service. Note that the screen also displays the ONECase
Number, a brief description of the Service being received, and the status of the Client Service. Select the line with the appropriate
Case Number by keying any character, such as 'X' or 'S', into the Sel column and pressing Enter.
. CS 4060-2 Lookup Case Number 5/23/99
SELECT 7:10:25
Search Values..... VISIT
------------------------------------------------------------------------------
_S_Client_Name____________________1/Case_No_Service_Description____________Sts_
_ Briley, James Irven 8 Visit Administrator OPEN
_ Cox, Elizabeth Gwin 7 Visit Administrator OPEN
_ Phillips, Cathy 10 Visit Administrator OPEN
_ Brady, Robert J 6 Visit Administrator OPEN
...
Key any character to select 1 record, then press Enter. F12=Previous
.
Example 2: Search by both Last Name 'Cox' and Service 'VISIT'
Key the Service 'VISIT' in the field and the value 'COX' into the Last Name field, then press Enter.
Service...................* VISIT
AND/OR
Client Name......(Last)... Cox_______________
(First).. __________________
The program displays all Clients whose Last Name begins with the characters 'Cox' with open Services. Select the Case Number.
.
CS4060-2 Lookup Case Number 5/23/99
SELECT 7:10:37
Search Values..... Cox
------------------------------------------------------------------------------
_S_Client_Name____________________1/Case_No_Service_Description____________Sts_
_ Cox, Elizabeth Gwin 7 Visit Administrator OPEN
...
Key any character to select 1 record, then press Enter. F12=Previous
Select the Service with any character, press Enter. The program pulls the Case Number of the open Service and fills in the Case
Number on the Selection screen. Press Enter to return to the screen from which the "Lookup Case Number" procedure was called.
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