How do you know if a client record is being SHARED or NOT SHARED with other HMIS partner agencies?
This article covers:
Adjusting Visibility Settings
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Green and unlocked/open | SHARED with other partner agencies |
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Red and locked/closed | NOT SHARED with other partner agencies |
- Click on the lock icon.
- The Client Visibility window will appear. Click on the red circle with the minus sign to take away data sharing.
- Click Exit and the record is now locked.
Restrictions on record locking
If you see "***Restricted***", contact the Helpdesk to lock the record for you.
Questions? Contact the Helpdesk