This feature allows for restricting search and access to specific clients. When a non-authorized user looks up an excluded client the search will return “No Matches Found.”

Access:  There are two options:

• Staff Lookup Limits:  Configuration>Agency Configuration> Staff Lookup Limits - Sets lookup limits on a single client for multiple staff.
  1. Select the client in the Client ID field.
  2. Click Add to enter the staff that will not have access to this client.
  3. Enter an Effective date.
  4. Repeat to add additional staff.
• Client Lookup Limits:  Configuration>Agency Configuration>Client lookup Limits  
  • Sets lookup limits for a specific staff member for multiple clients.
    1. Select the staff from the staff list.
    2. Click Add and select the client.
    3. Enter an Effective date.
    4. Repeat to add additional clients.
  • Set the restriction for all agency staff. The staff that have Override access set on their Staff Master record will be the only ones that can access the client.
    1. Select Agency in the Exclude Clients For drop down.
    2. Click Add and select the client.
    3. Enter an Effective date.
    4. Repeat to add additional clients.

The Client Lookup Limits option also offers the option for a notification to be sent via CT Mail when an attempt is made to access a restricted client. To enable the notification select a staff member from the Mail Alert Staff dropdown field, this staff member will receive all access alerts. Please note that the notification generates based on character sequence. For example, there are two clients John Smith and Johnathan Smithsonian, a client lookup exclusion is placed on John Smith. If a staff member searching for John Smithsonian used only part of the name “John Smith” an attempted access alert would be generated.

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