Exclusions Section in Client Profile

Exclusions Section in Client Profile

The Exclusions section in the Client Profile displays all staff exclusion records associated with the client. This section records staff members that a client has requested not to receive services from.

Maintaining this information helps scheduling and service delivery respect the client’s preferences and maintain a safe and comfortable care environment.

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 To view exclusions from the Client Profile:
  • Open the Client Profile.
  • Select Exclusions.

From this section, you can:

  • View all existing staff exclusion records for the client

  1. Create a new exclusion record

  1. Access key details related to each exclusion

Examples of exclusions include:

  1. A client requesting not to be supported by a specific staff member
  2. A restriction due to a past incident between staff and client
  3. Cultural or personal preference for certain support workers
  4. Temporary exclusion during a complaint investigation