How can I restrict who can view my resident's account ledgers

This article will summarize the steps required to restrict who has access to view a resident's account ledger.

Please review the following Knowledge Base article: How do I restrict
access to clients and client information? prior to proceeding with this
article.

The Extended Program Privilege Check configuration must be activated in
imPowr for this restriction to work (by program). You may have to contact a
System Administrator to confirm this set-up before proceeding further. If you
are able to confirm other client ledgers are being restricted from being
viewed by others, you can assume the configuration has been completed.

To restrict others from viewing a resident's account ledger, the following
steps are required:

• Confirm the client's account is created and is Active in imPowr (if the client account does not exist in imPowr, it must be created before anything else, or their account cannot be restricted from being viewed by others).

Access client accounts by clicking on Clients in the People section of the
Engagement menu.

• The client account must be added to the program for the selected Residential Home (if there is no program created for the Residential Home, one must be created before the ledgers can be restricted from being viewed by others. It is the relationship between the client and the program which is where restriction is created. The Extended Program Privilege Check configuration is used to check this relationship. Once the relationship is established, only the staff members of the Residential Home will be able to view the client's account ledger).

NOTE: If the Residential Home program does not exist, it will have to be
created prior to this step. This can be done by clicking on Programs in the
Programs & Activities section of the Resources menu.

Add the client to a program in the Account Activity section of the client
account.

Make sure you are in Edit mode and click on the '+' to select the
appropriate Residential Home Program. (Be sure to **Enroll **the client in
that program):

• An Account Ledger must be created for the client(if you create a General Account, it will not be restricted from view by others. When General Accounts are used, not only are there no links between the client and the ledger (meaning you can only access the ledger from the Finance menu item in imPowr versus clicking on a link in the client profile), but you will not be able to summarize the account ledgers for that client).

Access Accounts and General Ledgers in the Financial Tools section of the
Finance menu:

Click New Account Ledger.

Select the Client Account.

Proceed with setting up the client's account ledger.

> Once the above steps are followed, only the staff members for the selected Residential Home will be able to view the account ledgers for the residents of their home.