How do I block a worker?

If your facility does not want a specific worker to book future shifts at your facility, you can consider putting them on your Do-Not-Return (DNR) list, which drops them from any upcoming shifts at your facility and prevents them from booking your shifts moving forward. You may block (DNR) a worker for shift cancellations late arrivals/early departures, safety or narcotics-related issues, or other violations of your facility’s rules or policies.

For any safety or narcotics-related DNR, you should also report the relevant incident to Clipboard Health’s Trust and Safety Department. Learn more about Incident Reporting here.

Video tutorial:

How to block a worker

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Instructions for mobile app

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You can block a worker through any of the options below.

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Blocking via Workers Page

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1. Open our mobile Facility app on your phone (Must have Admin or Shift Management role)
2. Select the Workers page from the bottom menu
   
   
   
   
3. Locate the worker from your Upcoming, In Progress, or Past shifts.
4. Tap Block
   
   
   

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Blocking via Calendar view

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1. Open our mobile Facility app on your phone (Must have Admin or Shift Management role).
2. Select Shifts to open the calendar view (bottom-left).
3. Select a date and worker type (CNA, RN, etc) from the top of your calendar.
   
   
   
   
4. Select the worker's shift card below your calendar.
   
   
   
   
5. Tap ··· More and select Block/DNR.
   
   

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Blocking via Chat

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1. Open our mobile Facility app on your phone (Must have Admin or Shift Management role).
2. Select Chat.
3. Select the worker you wish to block.
4. Tap ··· on the upper-right of your screen.
   
   
   
   
5. Select Block / DNR.
   
   
   
   
   
6. Select a reason and provide your additional comments.
7. Tap Yes, Block/DNR to finish blocking the worker.

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Instructions for desktop

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You can block a worker through any of the options below.

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Blocking via Workers Page

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1. Open the Clipboard Health portal(Must have Admin or Shift Management role).
2. Select the Workers tab from the left menu.
   
   
   
   
3. Locate the worker under your Favorites, Upcoming, In Progress, or Past shifts.
4. Click Block under "Quick Actions" (or open the worker's profile > Block).
   
   
   
   

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Blocking via Calendar view

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1. Open the Clipboard Health portal (Must have Admin or Shift Management role).
2. Click on the worker's shift date in the calendar.
3. To the right of the calendar, click the shift block to expand the shift card.
   
   
   
   
4. Select the More option.
5. Click Block/DNR.
   
   

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Blocking via Performance Rating

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1. Open the Clipboard Health portal (Must have Admin or Shift Management role).
2. Click on the worker's shift date in the calendar.
3. To the right of the calendar, click the shift block to expand the shift card.
4. Select the "Rate performance" option (or "View performance" if already rated).
   
   
   
   
5. Fill out the rating card and check the box next to "Block this worker from booking future shifts at your facility". Hit Submit to complete your review.
   Note: Only ratings of 3-stars and under will see the option to block a worker.
   
   

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