Adding a Staff Member to be Excluded from a Client

To add a Staff Member to be excluded from a client:

Navigate to the Client Search screen.

Main Menu > Client

Locate and double click on the client using the search filters.

Click Personal.

Click Add Staff Exclusion.

Locate and double click on the staff member using the filters and enter the exclusion details.

Click Save.

The exclusion is added to the client’s admission.

Important: IP Address Whitelist Update