The Assigned Staff section (figure 1) displays staff who are associated with a client record in Clarity Human Services. Multiple staff members may display as assigned staff.
Staff members are added to the Assigned Staff section in three different ways: adding a program enrollment, being assigned as a case manager in a referral, and being assigned as a navigator in Community Queue.
Program Enrollment: when a staff member records a program enrollment in a client record, that staff member will automatically be added to the Assigned Staff section. Staff will remain in the Assigned Staff section until an exit is recorded for the program enrollment or until a different staff member is assigned to that program enrollment.
Program Referral: when a staff member is selected for the Case Manager field in the Referral: Edit section of a referral, that staff member will be added to the Assigned Staff section. Staff will remain in the Assigned Staff section until an end date is recorded for the referral.
Assigned Navigators: when a staff member is selected as the Navigator for the Navigator field in Community Queue, that staff member will be added to the Assigned Staff section. Staff will remain in the Assigned Staff section until the client is removed from the Community Queue.
Reassigning Assigned Staff
The assigned staff member can be reassigned by editing the associated enrollment, referral, or navigator information.
To reassign the assigned staff for a referral, navigate to the referral in the History tab of the client record and update the assigned staff member in the Referral: Edit section of the referral.
To reassign the assigned staff for a Navigator, edit the Referral in Community Queue and update the Navigator.
To reassign the assigned staff for an enrollment, edit the enrollment history, either from the History tab or Programs tab of the client record. Click the edit icon next to the enrollment you would like to edit the assigned staff for (figure 2).
In the panel to the right of the enrollment, you will see an Assigned Staff section, which can be edited by clicking the edit icon (figure 3).