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Supervisory Visits: Ability to exclude clients from the dashboard

There are sites asking for the ability to exclude certain clients due to state-specific processes, but can't change them to General Ledger (2 use case examples included in this request).

Set up similar to Exclude from Linking in client's profile.

  • Danielle Beebe
  • Apr 13 2023
  • Needs Review
Idea Background

3 use case examples:

  • MS has Assisted Living Facilities listed as clients, but they don't want to change to General Ledger bc they don't want their revenue to be excluded from reports

  • PA creates a couple's account as well as individual accounts, they want the ability to exclude either the couple or individual accounts so they're not having to duplicate efforts on the dashboard.

  • LA has clients that are home modification only, which means the client is used only for purchasing through waiver services.

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