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      1. Clarity Human Services Help Center
      2. Agency Management
      3. Programs

      Program Setup: Program Restrictions

      This article describes the Program Restriction options available for programs.

      Overview

      The Program Restrictions feature provides a way for end users to document when a client has been denied future services at one or more programs.

      Program Restriction.1

      PROGRAM RESTRICTIONS are located in the Client Notes tab and are available as a type of Eligibility requirement in all referral areas.

      For Direct Referrals from a client's REFERRALS tab,  Profile based and Program Restriction based criteria is considered.

      Eligibility

      The Type Program Restriction can be used as an Eligibility Requirement when a user selects ‘Add new requirement’ for Eligibility, located in the program’s Program Resources sidebar. More information can be found in the Program Setup: Eligibility Help Center article.

      Note: Program Restriction is also available when adding Eligibility Preset Settings.


      If a program has Program Restrictions set up as an eligibility requirement and a client has an active program restriction, end users with the appropriate access will have the following visibility: 

      • For Community Queue and Unit Queue Referrals, ineligible program(s) (due to a program restriction) and associated beds/units, will not show as referral options unless Eligibility Override functionality is enabled.
        • If Eligibility Override is enabled then the client can be referred and the ineligible reason will be - Active program restriction. Review notes for details.
      • For a Direct Referral to a program from Client Referrals or Program Eligibility Determination, ineligible program(s) will show and the ineligible reason will be - This client has an active program restriction. Review program restriction details. 

        • Profile data and Program Restrictions are used for direct referral eligibility.

        • End users without access to view program restrictions will see the ineligible reason - This client has an active program restriction.

      Other Settings to Review

      Manage --> Sharing

      Program Restrictions are, by default, shared based on Notes Sharing Settings, unless the specific restriction is marked as private, in which case the restriction and related banner would then be private to the agency. 

      Setup --> Field Editor

      The System picklist field Reason for Program Restriction picklist field has customizable selection options and only includes “Select” by default.

      Program Restrictions.9

      More information on how to customize this field can be found here.

      Setup --> Access Roles

      Access rights associated with Program Restrictions:

      • Agency Program Restrictions - if disabled the user doesn’t see restrictions created by user's current agency
      • Any Agency Program Restrictions - this permission is read-only if Agency Program Restrictions is off. If disabled, the user doesn’t see restrictions created by an agency other than the user’s current agency.
      • Create Program Restrictions - can be enabled even if the user cannot view/edit/delete restrictions.
      • Edit Agency Program Restrictions
      • Edit Any Agency Program Restrictions
      • Delete Agency Program Restrictions
      • Delete Any Agency Program Restrictions

       

      Note: Additional configurations will be necessary for a program to be listed as a referral option. See Introduction to Making Referrals for more information.

       

      Updated: 02/24/2025