Sometimes an individual client or household will request their data not be shared outside the Agency they are being served by. When an Agency is configured in Clarity Human Services to share Client data with other Agencies, this situation can easily be addressed by making the client’s record Private.
To make a Client record private, navigate to the Client Privacy shield icon that is available in the upper right-hand corner of the Client record (figure 1).
Simply click Private and then click Save Changes.
The record will now be Private to Staff Members at the Agency and will not show up in search results to Staff Members at other Agencies.
Note that client records cannot be set to Private if there are Services recorded by multiple Agencies in the client record.
Up Next: Working with Sharing Groups