Viewing Restrictions

The restriction management function provides for the recording and documenting of restrictions (both personal as well as work-related). Users may initiate an encounter exam to document and authorize work restrictions.  Restrictions are also available for viewing throughout the system and its own chart tab outside of an encounter exam.

Security Permission

Security permission Manage Restr and Accom allows a user to manage restrictions and accommodations for patient charts. There are various levels from not being able to view any documented restrictions and/or accommodations on a chart, to being able to delete existing or add new restrictions and/or accommodations on a chart.

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Based on your permission, you may or may not have restrictions/accommodations listings visible or you may or may not be able to view, add or edit existing or new restrictions/accommodations for a chart.

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Viewing Active Restrictions in Chart

From anywhere while working in the chart, if the chart has current active restrictions, they will display in the dark gray chart information bar. The restriction with the earliest start date that is still currently active (an active restriction) will display here in the gray chart information bar.

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If the chart has any current active Lost Time accommodation, the lost time brief info will also display in the dark gray chart info bar.

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From the lost time or the restrictions brief info in the chart info bar, there is a link Show More available in the chart information bar that takes you to the Restrictions/Lost Time chart tab to see a complete summary of the all current restrictions on the chart.

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The Show More link will take you to the Restrictions/Lost Time chart tab summary view in a separate window.  Here you can view the chart’s current active restrictions occupational and non-occupational, lost time summary along with other details.  Accommodations will be listed in the Accommodations section.

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Viewing Active Restrictions in Work Status Portlet

Current active restrictions are also displayed on the Work Status portlet available within the Summary dashboard chart tab.

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Viewing Active Restrictions in an Encounter

While working in an encounter, there is a Subjective section that you can jump to named Presenting Restrictions.  When you jump to that section, it will show you all presenting restrictions along with any accommodations in a summary format. The presenting restrictions displayed are active, current restrictions.  This section is for visibility purposes to quickly see any active restrictions a chart has when beginning an encounter exam.

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Note
Restrictions cannot be added nor updated nor deleted from the Presenting Restrictions encounter section.  You must jump to the separate encounter section named Restrictions within the Plan to edit, add or delete restrictions on a chart.

Viewing Active Restrictions in Side Chart

Current active restrictions are viewable from the side chart within the demographics section.

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Any active current restrictions that are specifically linked to a case/incident are also displayed on the side chart.  When you open the side chart, any open cases/incidents for the chart are listed. When you expand a specific case, any linked restrictions and accommodations will be visible there also.

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Viewing Inactive Restrictions

Inactive restrictions are restrictions that have passed their end date.

Inactive Restrictions from Restrictions/Lost Time stand alone chart tab

Inactive restrictions can be viewed from the chart tab Restrictions/Lost Time.  In order to view inactive restrictions within the Restrictions/Lost Time chart tab of the patient, simply click the Show Inactive hyperlink.

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Once clicking the Show Inactive hyperlink, it will display and incorporate all past inactive restrictions on the chart along with the current active restrictions.

Inactive Restrictions from the Restrictions Encounter Section

In order to view inactive restrictions within an encounter, simply go to the encounter section Restrictions found in the Plan.  Inactive restrictions are restrictions that have passed their end date and you can view those by clicking the Show Inactive link. It will then list all past inactive restrictions on the chart along with the current active restrictions if there are any.

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Learning Management System

To learn more about Viewing Restrictions and Accommodations, follow the link below to the Learning Management System course:

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Published: August 5, 2025