Exclusions Window

Exclusions Window

The Exclusions Window is used to select staff members to exclude from a client.

Field

Description

Staff

Use this drop down to select a staff member to be excluded.

Start Date

Use this field to choose the start date of the exclusion.

End Date

Use this field to choose the end date of the exclusion.

Agency ID

Use this field to enter the staff member’s Agency ID.

Exclusion Type

Use this drop down to choose a type of exclusion.

Reasons for Exclusion

Use this field to edit the reasoning for excluding the client.

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