If you are looking to search for a client based on their phone number, health card ID, etc, you are now able to do so on the search box in Roster contact list.
To start, log into your account and navigate to the Roster tab.
You are now able to search for any field that is available on the Roster profile such as: first and last names, email addresses, phone numbers, cities, states or provinces, insurance providers, Health Card IDs, etc.
If Chester's Health Card ID is 12345, I can now search for "12345" in the search box and this contact as well as other contact which has "12345" in their profile will show up.
If you have any further questions, please do not hesitate to contact us at firstname.lastname@example.org.