Agency Admins can restrict users' access to specific clients. This can be done for a variety of reasons including, but not limited to:
- Maintain client privacy and HIPAA compliance should an organization's staff member be related to or know a client on a personal level
- Avoid possible conflict of interest issues
- Limit staff access to certain client profiles
1. Click Agency Admin from the System Navigation Bar
2. Click the Users tab
3. Organization's Users will be listed below
4. Locate the user you wish to restrict access to specific client profiles
5. Click the gear icon in that row
6. Under Search clients, Begin typing to search... for the client to be restricted from this user
7. Name will appear in drop-down list
8. Click client name
9. Client name will display under Clients current user cannot access
10. User will not be able to search for, access, view, or interact with client profile