Staff Excluded from Client

Staff Excluded from Client

The Staff Excluded from Client area of the Personal section displays all the relevant information for clients who should not be assigned to a particular staff member. This can be for a variety of reasons such as the staff member owns a pet that a client is allergic to.

Field

Description

Staff Name

Displays the staff member’s name.

Agency ID

Displays the client’s alternate identification number.

Exclusion Type

Displays the exclusion type.
A warning means that a client/staff pairing can be overridden by an Administrator. A prevent means that a client/staff pairing cannot be approved.

Reason for Exclusion

Displays the reason for the staff member’s exclusion.

Start Date

Displays the start date of the exclusion.

End Date

Displays the end date of the exclusion.

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