1. Program Listed Restricted Program Program Visibility no Program Not Listed Client Search Program Summary yes Lock Box pass Client Not Listed Client Search Client Listed fail Lock Box Worker Listed Approved List pass no Deny List no yes no yes fail yes no fail

2. Program Records Visibility View All Permission Program/Shared Program Records no yes Records Visible Restricted ProgramProgram Visibility noyes Records not visible yes Privacy Error Program Listed Restricted Program Program Visibility no yes Program Not Listed Client Program History and Referral List yes Record Program Record Program Record Visibility no yes

3. Clients and Programs Visibility All Workers Can see ALL CLIENTS except when the client has a Lock Box and the worker is included in a Deny list, or the client has an approved list and the worker is not listed. Administration > Program Manager > [select program] > Workers Have program visibility when active in the program worker list, or listed active in a shared program View All Permission Administration > Role Manager > [select role] > assign [Privacy] View ALL DATA permission Administration > Worker Manager > [select worker] > assign Role Workers with the View All Permission can view all client data in all programs except when a program is restricted and the worker is not listed as a program/shared program worker. Program Records Administration > Program Manager > [select program] > Privacy Settings > Client Records Sharing > select [select Share all client records with all other programs] The program shares records with all other programs except when the program is restricted. A restricted program overrides the share all privacy setting. [select Share client records with programs listed in the following table] > [select programs] The program shares records with selected programs only. When no programs are selected, the program is not sharing any records. Client Program History and Referral list all programs unless the program is restricted. Access to each program history and referral records is bound to the program sharing settings. A privacy error will be displayed if a worker tries to access a non-shared record. Restricted Program Administration > Program Manager > [select program] > Privacy Settings > Restricted Program Program records can be viewed and accessed by Program Workers and Shared Programs workers ONLY. Workers with View All Permission must have program visibility.