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Basic Clearance Criteria

Overview:

  • Basic Clearance Criteria is used to define the minimum requirements that staff must meet before they can work with patients. These criteria are enforced in the scheduling process.

Steps to Manage Basic Clearance Criteria:

  1. Accessing Basic Clearance Criteria:
  • Navigate to the Admin menu and select "Basic Clearance Criteria."
  1. Adding or Editing Criteria:
  • Click on "Add" to define a new clearance requirement, such as mandatory HIPAA training or a TB certificate. Mark the requirement as current or not current based on its relevance.

Enforcing Clearance

  • All staff who do not meet these criteria will not be allowed to be scheduled with patients unless an override is granted by a user with advanced permissions.