Add and Update Client Restrictions

Add and Update Client Restrictions

Adding and updating client restrictions within SmartCare gives you the ability to restrict what clients can view when they log in to SmartCare. It is useful for reducing onscreen clutter for clients. To add and update these restrictions, follow the instructions below.
  1. Navigate to the Client Management page through Menu>Clients>Client Management or through the Client Management quicklink on the home page. Once there, click on the profile picture of the client you would like to place restrictions on.
  2. Click on the Priority Info section on the top, then scroll down to the section labeled Restrictions.
  3. Click the yellow pencil icon. A menu will open with several check boxes. When a box is checked, the client cannot view the item associated with it. To select all the options, click Restrictions at the very top.
  4. When you have updated the restrictions, click the green Save button in the bottom left to save your changes.
Tip: Make sure that clients can view the documents they need to view.

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