Client Restrictions

Client restrictions make tracking of important common items like allergies, medical issues, and area restrictions simple.

To add a client restriction #

Select the client you wish to add a restriction to.

Expand Case Manager and select General Profile

Scroll to the Demographics section and select the pencil and paper edit icon on the right

Then scroll down to the client restrictions type-ahead box. You can either type the restriction you are looking for, or scroll through the box. Additional detail about the restrictions can be placed in the restriction notes area directly below the restriction box. Finally, press save.

Selected restrictions will show below tags anywhere the profile is shown.

Removing a client restriction #

To remove a client restriction, follow the steps above. Select the restriction you would like to edit and press backspace on your keyboard to remove it. Once the restrictions are properly adjusted, press save.

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