Whenever annual assessments are due for clients, Clarity Human Services sends reminders (Assessment Due Warnings) to notify staff that the due date is approaching.
Who gets the reminders?
Reminders are sent to any staff members assigned to a client's enrollment. You become assigned to a client if a) you enter the client's enrollment into the system, or b) when someone changes the assigned staff member to you. You can check to see if you are currently assigned to a client by going into their enrollment and viewing Assigned Staff (figure 1), or by checking your Caseload tab.
What if I'm not receiving reminders?
First, check to make sure that you are the assigned staff for the client's enrollment. If you are the assigned staff, be aware that the reminder settings get set when an enrollment is created. If the client was originally assigned to someone with different reminder settings than yours, you will receive notifications according to that schedule.
What if I don't want to receive notifications or want to receive them on a different schedule?
You can change your own reminder notifications either for all of your assigned clients, or on a client-by-client basis.
Change settings for all of your clients
By default, all Clarity Human Services staff members have Assessment Due Warnings set for two weeks prior to the due date of the annual assessment. You can change this default setting in your Staff Profile. Remember, these settings will only impact clients assigned to you from this point on. Current clients will remain on the old notification schedule until their enrollment ends.
You can change the Assessment Due Warning default setting at the bottom of the “My Info” page (figure 2).
Changing setting for just one client
Assessment Due Warnings can also be set at the client enrollment level and can be viewed at the lower right side of a client’s enrollment screen (figure 3).
This client’s Assessment Due Warning is currently turned off. To change this setting, click on the edit icon (figure 4).
Select the toggle beside “Assessment Due Warning (figure 5).”
Select the amount of warning time, which should be 2 weeks, and save the changes (figure 6).
This is what will appear on the enrollment screen when the Assessment Due Warning is enabled. Select the edit icon beside “On” to check how many days before the due date the warning will be sent (figure 7).