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ClientTrack: Barriers

ClientTrack User Guide

Written by April Lockett

Updated at April 7th, 2025

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Table of Contents

Viewing a Client's Barriers Adding or Editing a Barrier Using Quick Barriers to Add Multiple Barriers

Barriers represent issues that may affect a Client's ability to achieve specific goals or outcomes dictated at organizational or state levels.

Navigation

Navigate to the Client Workspace and select the Assessments Menu Group, followed by the Barriers Menu Option.

Viewing a Client's Barriers

Users should only use the Barriers Menu Option to view previously entered Barriers. To add or edit a previous Barrier, the User should use the proper Workflow.

  1. After locating the desired Client, navigate to the Barriers Menu Option. You will see a list of the selected Client's Barriers for each Assessment completed.
  2. View all the selected Client's Barriers.
  3. After you have viewed the necessary information, select Cancel at the bottom-right of the screen to return to the Client dashboard.

Adding or Editing a Barrier

  1. After locating the desired Client, navigate to the Barriers Menu Option. You will see a list of the selected Client's Barriers for each Assessment completed.
    1. If editing an existing Barrier, find the desired Barrier from the list and select the Edit icon below the Barrier name.
    2. If adding a new Barrier, click Add New in the top-right of the form.
  1. Select/Change the Barrier Type, Barrier, and Status as appropriate.
  2. If necessary, add an Explanation and/or Comment.
  1. Select Save to save the changes and be directed to the Barriers Menu Option. Any newly added Barriers will now be visible on the list.

Using Quick Barriers to Add Multiple Barriers

The Barriers Menu Option also gives Users access to the Quick Barriers functionality. This functionality allows for Screens to be setup with specific Barriers that allows for part or all of the Barriers in a Screen to be added or edited at once.

  1. After locating the desired Client, navigate to the Barriers Menu Option. You will see a list of the selected Client's Barriers for each Assessment completed.
  2. Select Quick Barriers in the top-right of the form. You will see a multi-select form with a list of Barriers.
  1. Identify your Client's Barriers by selecting the checkbox next to any applicable Barriers.
    Selecting the checkbox on the header row will select all Barriers listed on the page.
  1. Select and add/edit any Barriers on the selected Screen.
  1. Select Save & Close to be returned to the Barriers Menu Option. Any newly added Barriers will now be visible to the User on the list.
barriers quick barriers adding multiple barriers adding a barrier editing a barrier

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