This section discusses how to create a new Client Profile.
If, after a thorough search, you have determined that your client does not exist in the system, click Add Client in the upper right corner of the Search screen.
You will be taken to the Client Profile creation page. This page will present the questions necessary to create a basic client account. Complete all necessary fields to create your client.
Core Data Fields
The first fields of the Client Profile creation page are termed core data fields.
Be sure to complete all core fields. In the example below, the core field Last Name was left blank illustrating that this data element is required in order to save the client record. See Required vs. Soft Required vs. Not Required Fields below for details.
Many clients have aliases, or past names. (i.e., maiden names, nicknames, etc.), which can complicate client search. If your System Administrator has enable the Alias data field, it allows you to enter a list of names a client goes by. This allows other staff members and/or agencies search for the client’s record using any of the names entered into the Alias data field.
When entering names, separate each name with a comma.
Now when a staff member searches for ‘dear’, they will find the client record that includes all aliases.
Managing ROI forms when Creating a New Client Profile
Your Clarity Human Services instance may be set up to collect ROI information at client intake. If this is the case, when you click the Add Client button, a Release of Information box will be located on the top right of the screen next to the Core Data fields.
You will also notice that rather than an Add Record button at the bottom of the screen, it will say Please fill in Release of Information form until that information is filled out and an Add Record button will appear.
Note: The Client Profile screen will not save until the Release of Information box is completed.
Required vs. Soft Required vs. Not Required Fields
The dynamic intake forms powered by Clarity provide many flexible features. Individual data elements can be Required, Soft Required or Not Required.
The data element must be completed, not allowing you to save the page unless a value is set. A Red banner is set across the top of the page, and the data element is underlined in Red.
Soft Required Fields
The data element is optional, but highly recommended. The data will save and allow you to continue, but a Yellow banner will appear, as well as the field in question will be underlined in Yellow.
Not Required Fields
The data element is requested as part of the form, but is completely optional for data entry. No notice is provided.
As you complete data intake, you may be presented with dynamic data elements. For example, clicking Yes to Veteran Status may automatically expand the form to display additional Veteran questions, or setting your client to Female may automatically display an additional Pregnancy question. These types of example questions are completely custom to each implementation, but standard data entry rules as stated above will apply.
After completing all necessary fields, and click Add Record at the bottom of the page to create the client profile.