This section discusses how to work with program charts.
Working with Program Charts
Many agencies aim to track certain data elements among their client population. To do this, they use events within the system designed to measure client progress.
Each time the client enters or exits a program, or if status assessment or follow-up assessment is conducted, it measures data elements and tracks changes in the data elements over time. In the Clarity system, these changes are displayed using program charts per the dated sequence of events.
Accessing the Program Record
To begin working with program charts, go to the Programs tab, mouseover the program, and select the Edit icon next to the program.
Adding Status Assessments
When a status assessment is due for your client (e.g. Annual, Bi-annual, Monthly), go to Status Assessment and select the + icon to add a new assessment.
As you conduct each status assessment, the Clarity system will track the data element(s).
Accessing the Charts Tab
After the status assessment(s) have been conducted, you can go to the Charts tab within the Program screen to view the chart documenting the client progress.
The fields that the charts plot in this area are decided by your Agency Manager. For more information on this process, please review the Working With Program Chart Fields article.
In the example below, Earned Income was tracked and is now displayed in graph form.