Skip to main content
Elate on the web has two ways to find someone: the search box on the list itself, and Search in the sidebar, which looks across Elate. If a person seems to be missing, the checks at the end of this page usually explain why. Who can do this: anyone who can open the Support recipients or Team list. Carers see only the support recipients they are connected to. Your organisation may use different words for some things, such as “Service users” instead of “Support recipients”. Elate shows your organisation’s words everywhere, so follow what you see.

​
Search the list

1

Open the list

Select Support recipients in the sidebar.
2

Pick the right tab

Choose Active, Prospects or Inactive. The search only looks in the tab you are on.
3

Type in the search box

Type in Search support recipients, above the list. It matches name, preferred name, reference, phone number and NHS number.
The Team list works the same way: Active and Inactive tabs, and a Search team box that matches name, email and role.

​
Search all of Elate

1

Open Search

Select Search… at the top of the sidebar, or press Cmd+K or Ctrl+K. On a narrow screen, select the magnifying glass at the top of the page.
2

Type

Type in Search Elate…. Results are grouped into Support recipients, Team, Visits and Invoices. Up to 10 matches show, so type more of the name if you do not see the one you want.
3

Open a result

Select a person to open their profile. A visit opens the schedule and an invoice opens Finance.
This search looks at every support recipient you can see, whatever their status, so it is the quickest way to find someone who is inactive.

​
Someone is missing from the list

Someone whose record status is Inactive is only on the Inactive tab, and a prospect is only on Prospects. Each tab shows its count.
If a banner starting Showing is above the list, an active group is hiding everyone outside it. Select Show everyone. See Groups and offices.
The search stays in place when you move between tabs. Clear it to see the whole tab.
You see only the support recipients you are connected to. You are connected when you are assigned one of their visits, or when the office adds you on their Connections tab. Ask your office if you need to see someone.