Introduction

Portal settings determine how a support coordinator will interact with client services, progress notes and funding profiles that are not specific with Support Coordination within the Self Service Portal.

Portal Settings

Open

Field options within the Portal Settings tab include

• Colour: This feature is currently not in use

• Restrict Service Types : This field is used to determine whether service types are restricted from the employee within the self-service portal for session creation.

• Restrict Notes and Funding: This field determines whether clients notes and funding should be hidden for restricted service types.

• Portal Settings Record grid : This record grid lists the service types that will be available for session (shift) creation.

Service Type Restrictions

The service restrictions that are defined within the Portal Settings record grid, require also a companion restriction set within the Qualification Restriction record grid of the service type record.

Open

Coordination of Supports service types

Service type restrictions will influence the services listed within the Service field of the portal Add Shift page