How to add a restriction for clients

This guide explains how to add a client restriction in a program. It provides step-by-step instructions with accompanying images, making it easy to follow along. By adding a client restriction, therapists can prevent themselves from working with a particular client during a specified time period. This guide is useful for anyone using the ABA Matrix program who needs to implement client restrictions.

1. Log in to the program with your username and password as usual. Once inside the program, go to the "Clients" section in the side menu on the left side of your screen. Please see the following image.

2. In the search bar located at the top right of your screen, search for the desired client. The search can be done using the first and last name, "Medicaid Number," "Health EQ Number," the guardian's name, or the client's phone number, as shown in the image.

Once you have located the client you want to work with, click on their name.

3. A screen with all the client's personal information will open. Go to the menu bar at the top of the screen, where you will find several sections containing all the documentation related to the client within the program. Move the bar by pressing the button marked with an arrow. See the image below.

4. Then, access the “Restrictions” section located in the menu. Once inside the section, press the "+" button located at the top right of your screen to add a new restriction. Please see the image below.

5. In the new window, complete the following information: start date, end date, and description with the main characteristics of the restriction that prevents you from working with the client in question, as shown in the image.

• The "Start Date" and "End Date" fields correspond to the timeframe during which the analyst, assistant, and client will maintain the restriction.
• In the "Description" field, you can justify the reason for the applied restriction (e.g., Client lost Medicaid or Client lost eligibility).

Once all the data related to the restriction has been entered, press the "save" button. In this way, the new restriction will be added to the ABA Matrix program.