This section discusses the general information included in the Overview tab of the Manage section.
In contrast to the Setup section, which allows you to manage information at a system-wide capacity, the Manage section allows you to manage information on an agency-level capacity. The actions taken in this section will pertain to your particular agency.
Accessing the Manage Section
The Manage section can be accessed by heading to the Launchpad icon in the top right and selecting the Manage icon, as shown below.
Overview Field Descriptions
The Overview tab in the Manage section provides a high-level overview of your agency including information about the location of your agency, as well as your continuum of care, status, and navigation profile. You can also enter Agency Notification Contacts here in the right sidebar. Each item is discussed in the article content below.
This is where you enter the name of your agency.
You can enter details about your agency location here. This information will be used when creating maps and directions to your agency for users.
Continuum of Care
This field displays the Continuum of Care the Agency is associated with.
The Status field determines if the Agency is Active or Inactive in the Clarity system.
The Navigation Profile defines which tabs will be available, and which order they are listed when a client record is opened. New Navigation Profiles can be created by System Administrators in the Settings tab of the Setup section, on the right side of the screen within the Advanced Settings area.
The Default Profile field allows you to configure the Default Profile Screen that appears when opening a client record. The dropdown includes all Screens configured by System Administrators as Profile Screens in the system for your Agency.
Enable All Client Forms
The Enable All Client Forms toggle switch determines the Form Templates available to the user. If enabled, all Forms in the system will be available when the user chooses to add a new form within the client record. If it is not enabled, then you will be able to manually select the forms available to users within your Agency.
If the Agency Overview record is saved with this setting unchecked, a new Client Forms section will appear. Clicking the Add Form link will allow the Agency Manager to select specific Client Forms to be made available to users in their Agency.
Click the Save Changes button to store the information you have entered.
Agency Notification Contacts
Here you can enter the staff whom you wish to receive notifications for actions such as generating reports and any system-wide status alerts. Begin typing the users email address or username. If the individual is outside of your agency, then simply enter their email directly by selecting the Switch to Email Based Contacts link. Once you have entered the users email address, click Add.
After entering all information, click the Save Changes button at the bottom of the screen to store the information you have entered.