Always search first to ensure that a Client is not already in the DCM database.

Should you not search first, then you will waste time entering demographic detail on a new record and on saving being informed that this Client is already in the database. Should you continue and add this same client more than once, you can use the Merge feature to merge records. How?

Merging Clients – Direct CONTROL Medical (DCM)

• Press CTRL+O or F2 or Select Regular Tasks - Clients to open the Search Client form
• Key in the first three letters of the Client's Lastname followed by a comma and then the first three letters of the Client's Firstname. This will return a quick result
• You can also search on
  • Client ID (generated by DCM)
  • DOB
  • File Number (normally generated on migrating data from another app)
  • Fund Group
  • Invoice ID
  • Preferred Phone
  • Medicare Number
  • Veteran (DVA) Number

• The Search Client form has many columns that can be shown/hidden and moved Customising Grid Views – Direct CONTROL Medical (DCM)
• The search is limited to 20 results by default. If searching for a common name, deselect this
• Results can be selected (CTRL+A) and copied (CTRL+C) and pasted to Excel (CTRL+V) or press CTRL+E to save to an Excel File
• Right-click on a row to view/select menu options
• The CONTROL Centre includes List by Search Client view. This opens the Search Client form in full screen, and it remains open