Program Listed

Restricted Program

Program Visibility

no

no

Program Not Listed

Client Search Program Summary

yes

yes

Lock Box

pass

Client Not Listed

Client Search

Client Listed

fail

Lock Box

Worker Listed

Worker Listed

Approved List passno

Deny List

no

yes

yes

no

yes

failyes

no

fail

Program Records Visibility

View All Permission

Program/Shared Program Records

no

yes

Records Visible

Restricted Program Program Visibility noyes

yes

Records not visible

yes

Privacy Error

Program Listed

Restricted Program

Program Visibility

no

no

yes

Program Not Listed

Client Program History and Referral List

yes

Record

Program Record Program Record Visibility

no

yes

Clients and Programs Visibility

All WorkersCan see ALL CLIENTS except when the client has a Lock Box and

the worker is included in a Deny list, orthe client has an approved list and the worker is not listed.

Administration > Program Manager > [select program] > WorkersHave program visibility when

active in the program worker list, orlisted active in a shared program

View All PermissionAdministration > Role Manager > [select role] > assign [Privacy] View ALL DATA permission

Administration > Worker Manager > [select worker] > assign RoleWorkers with the View All Permission can view all client data in all programs except when a program is restricted and the worker is

not listed as a program/shared program worker.

Program RecordsAdministration > Program Manager > [select program] > Privacy Settings > Client Records Sharing > select

[select Share all client records with all other programs]The program shares records with all other programs except when the program is restricted.

A restricted program overrides the share all privacy setting.[select Share client records with programs listed in the following table] > [select programs]

The program shares records with selected programs only.When no programs are selected, the program is not sharing any records.

Client Program History and Referral list all programs unless the program is restricted. Access to each program history and referral records is bound to the program sharing settings. A privacy error will be displayed if a worker tries to access a non-shared record.

Restricted ProgramAdministration > Program Manager > [select program] > Privacy Settings > Restricted Program

Program records can be viewed and accessed by Program Workers and Shared Programs workers ONLY.Workers with View All Permission must have program visibility.