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Block Client Chart

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Use the Block Client Chart form to prevent users from accessing a client's chart. This blocks access to all episodes as well as preventing the client from displaying on widgets and To-Do items.

  • To filter out blocked clients from modeled widgets, the widgets SQL query needs to be joined to the blocked clients table "SYSTEM".RADplus_blocked_clients.
  1. Go to RADplus Utilities > System Security > System Administration > Block Client Chart.
    • Select List Blocked Clients to generate a report on clients whose charts have been blocked.
  2. On the left, select the Blocked Clients section.
  3. In the Blocked Clients table, click Add New Item.
  4. In the Select Client field, enter the client name, click Enter to select. Only one entry per client is allowed.
  5. In the Block User Roles field:
    Note: If user roles are blocked, any users associated with those user roles will not have access to the client chart. This includes new users added to the system if assigned a blocked user role.
    • Select Yes - All to prevent all user roles from accessing the client chart.
    • Select Yes - Selected to prevent only specific user roles from accessing the client chart.
      • In the Selected User Roles field, choose which user roles to block.
    • Select No to allow all users to access to the client chart.
    • Select Yes - All EXCEPT Selected to select the user roles that should not be blocked.
      • In the Selected User Roles field, choose which user roles NOT to block.
  6. In the Block Users field:
    Note: New users added to the system will automatically be blocked if Yes - All or Yes - All EXCEPT Selected is chosen for a client.
    • Select Yes - All to prevent all users from accessing the client chart.
    • Select Yes - Selected to prevent specific users from accessing the client chart.
      • In the Selected Users field, choose which users to block.
    • Select No to allow all users access to the client chart.
    • Select Yes - All EXCEPT Selected to select the users that should not be blocked.
      • In the Selected Users field, choose which users NOT to block.
  7. In the Reason for Blocking field, select the reason.
  8. In the Allow Emergency Access for User/User Role field:
    Note: This process will only work if the Emergency Access form has the Enable Emergency Access field set to Yes. Otherwise, all users and user roles will still be blocked.
    • Select Yes to allow the user or user role to have access to the client chart with the condition that they account for their reason for accessing it.
      • When the blocked client is accessed, a message displays confirming that the user would like to continue.
      • Enter the reason for accessing the client and click OK.
      • The client is added to the user's caseload in the My Clients section of the Home View. The client remains in the user's caseload until that user logs off myAvatar.
    • Select No to prevent access to the client chart completely.
  9. In the Comments field, enter comments associated with the blocked client chart.
  10. Click Submit.
► Test Scripts

For implementing new systems or new functionality, download the following standard test script for this feature. Please contact your Netsmart representative for more information about Test scripts.