Add 'Private' Option to Program and Service Set Up Pages
A customer has requested a feature enhancement in which there can be a 'Make Program Private' toggle on the Program Set Up page in order to lock individual programs down to an agency in which only those agency users would be able view the programs history on the client profile. (similar to the 'Make Program Private' functionality within individual enrollment when editing a 'Case Manager' assignment).
In addition, I feel as though if we had a 'Make Program Private' toggle, we should also incorporate a 'Make Service Private' toggle on the Service Set Up page as there are frequently services connected to programs, therefore that should have a private option as well. This would make the 'Service' on the clients profile history only visible to users in that services agency.
In addition, users with 'Additional Agency Access', when switched into the agency with the 'Private' programs and services can then view that clients program/service history, as well as enroll the client in the agencies 'Private' programs/services when switched into that 'Additional Agency Access' agency with the 'Private' program/services.
Anna Hung
shared this idea
Thank you for your feedback. We are currently reviewing this request.
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Lisa Berding
commented
Hello - this would be extremely helpful - especially for services. The current process is very time consuming and complicated to explain as most other entered data has the privacy toggle at the bottom of the screen before saving. With the new interface, there are now MORE steps to set a service to private.