Adding a Staff Member to be Excluded from a Client Profile

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

1. Navigate to the Client Search screen. Main Menu > Client 2. Locate and double click on the client using the search filters. 3. Click Personal.
4. Click Add Staff Exclusion.
5. Locate and double click on the staff member using the filters and enter the exclusion details. 6. Click Save. The exclusion is added to the client’s admission.

• Zendesk Designer.5.log-1117815581.zip10 KB