End User

Learn how to get started with Clarity Human Services as an end user, and view step-by-step instructions for common tasks conducted within the system.

Getting Started With Clarity Human Services

  • Working with Your Staff Profile

    This section discusses the Staff Profile Section. The Staff Profile section is where the user (regardless of access role) can access and modify their account information, including changing their login password, adding a profile photo, and signing out of the system. **Staff profile can be modified at any time.** To access the Staff Profile section, select the initial icon in the top right corner. This will be an i...

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  • Working With Your Staff Inbox & Secure Messaging

    This section discusses the Staff Inbox and Secure Messaging sections. Staff members can securely communicate with other staff members who use Clarity Human Services via the internal messaging system. With the ability to search messages, this is an excellent and secure way to keep track of conversations and information, as well as build staff morale and collaboration. In addition, all system-wide messages will be i...

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Working with Clients

  • How do I search for a client?

    This section discusses how to search for clients in your client database. Upon initial login to Clarity Human Services, you are placed directly into the Search tab.  This is the central hub of the system, and provides access to your clients. Before creating a new client, you must search to ensure that the client does not already exist in the database. Clarity provides an auto-suggest mechanism, so it is an excell...

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  • How do I create a new client?

    This section discusses how to create a new Client Profile. If, after a thorough search, you have determined that your client does not exist in the system, click “Create a New Client” in the upper right corner of the Search screen. You will be taken to the Client Profile creation page.  This page will present the questions necessary to create a basic client account.  Complete all necessary fields to create your cl...

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  • Release of Information – Overview

    This section provides an overview on how to manage the Release of Information. This feature ensures that a signed Release of Information (ROI) is always on file and up-to-date in each client record. It makes the ROI forms easy for the end user to access and store, and it also tracks expiration dates to ensure that the ROI form in each client record is current. For end users, there are two situations that involve R...

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  • How do I create a family/household and manage members?

    This section discusses how to create and manage families/households.  By default, a newly created client will not be a member of a Family or Household.  While on any tab within a Client profile, the Family/Household Members section will be listed at the top of the right sidebar.  This section will list any active Family/Household members for this client.  In order to manage the Family/Household members, simply cli...

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  • How do I provide a Service Transaction to a client?

    This section discusses how to conduct Service Transactions as well as access the Reservation Management System while providing a service. Service Transactions can be provided to a client in two methods: General Service Transaction Program-Based Service Transaction General Service Transaction A general Service Transaction is placed through the general Services tab. It records the provision of a service that is no...

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  • How do I create and maintain addresses for my client?

    This section discusses how to manage client information in the Location tab, including how to create and maintain client addresses. Creating and Editing Client Locations To manage client address information, select on the Location tab in the Client Record.  From here you can add a new address by two methods. Locate If your current location is what you want to record, select the locating arrow at the top right cor...

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Working with Programs

  • How do I enroll a client/household into a program?

    This section discusses how to enroll a client and/or household into a program. Once you have determined the appropriate program for your client, the next step is the program enrollment process. For more information on program eligibility, please refer to the program eligibility section. Getting Started To begin the program enrollment process, click on the Programs tab in the top menu of the client record. This are...

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  • How do I add a new household member to the Program?

    This section discusses how to add a new household member to a program. Adding a New Household Member to a Program Prior to assigning a household member to a program, the client must first be added to the Family/Household group. For more information, please review the article explaining how to create a family/household in the Working With Clients section of the help portal.   After you add the client to the househo...

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  • How do I conduct a status assessment?

    This section discusses how to conduct a program status assessment for one or more group members. Accessing the Status Assessment To conduct a status assessment, begin by going to the Programs tab of the client profile. Find the program you wish to add a status assessment to and click on Edit to the left of that program. Note: You can also quickly access a Program by selecting the Program from the list in the Activ...

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  • How do I manage a client’s general Program History?

    This section discusses how to view and manage a client's Program History. Managing a Client's Program History The general Program History provides several important functions. These include the ability to edit programs that are affiliated with your agency, and the ability to view information regarding programs that are affiliated with other agencies. To begin, go to the Programs tab of the client record. This will...

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  • How do I receive “Status Assessment Due” notifications?

    This section discusses how to configure the system to send you email notification of upcoming status assessments for your clients. Select the client and go to the Programs tab in their client record. Mouseover the appropriate program and select the “Edit” link that appears to the left. Once in the program’s screen, locate the Status Assessment area on the lower right portion of the screen. There will be “Assessme...

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  • How do I place program services to a client and household members?

    This section discusses how to place Program Services to clients, including how to edit and/or view Program Services and apply the program services to household members. Providing a Program Based Service Transaction Very similar to a General Service Transaction, these services can only be provided after a client is enrolled in a Program. In order to provide a Program Based Service Transaction, click on the Programs...

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Working with Attendance and Reservations

  • How do I Manage Client Attendance from the Attendance Screen?

    This section discusses how to manage client attendance from the Attendance screen. For information on documenting attendance from the History tab in the client record, please click here. Working with Client Attendance An attendance-based service is one that is provided on a daily basis, or multiple times per day.  Examples of attendance-based services include transportation services and shelter services. To begin ...

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  • How do I manage Attendance from client history?

    This section discusses how to manage Attendance from client History Tab. Managing Attendance There are several ways to manage Attendance within a client record. Managing Attendance through the History tab is a convenient way to make adjustments for a single client and their household members, if necessary. This includes adjustments to expense items as well. Accessing Attendance Records To begin, go to the History ...

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  • How do I manage reservations with the Reservation Management System?

    This section discusses how to manage program reservations- including making reservations, modifying reservations, and deleting reservations.  This section is divided into 4 parts: Getting Started Making a Reservation Viewing/Modifying a Reservation Documenting Reservation Attendance Note: Reservations can be modified from the History tab of the client record. Getting Started There are 3 ways to generate a reser...

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  • How do I Work with Reservations from the History Tab?

    This section discusses how to work with Reservations from the History tab. here you can manage both past and future reservations. This includes the ability to move reservations (both past and future) and view past reservations to determine whether the client was present for each past reservations. Getting Started To begin managing reservations through the History tab in a client record, open the client record and...

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  • How do I link a reservation to a program?

    This section discusses how to link a reservation to a program. A reservation can be made before or after the client is enrolled into the program. When this happens, the user must link this reservation to the program. To link a reservation to its associated program, go to the Programs tab, select the ‘Edit’ link next to the Program. Next, go to the History subtab, and select the ‘Link to History’ link. Select the ...

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Working with Referrals

  • How do I create a general referral?

    This section discusses how to create an outbound referral within the Clarity Human Services system. Outbound referrals are referrals generated by you or your agency. This includes referrals to programs within your agency as well as referrals to programs outside of your agency. This is in comparison to Inbound referrals, which are referrals that are sent to your agency from an outside agency. There are 2 ways to cr...

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  • Working with the Referrals tab: Overview

    This section discusses the structure and basic functionality of the Referrals tab. This section is divided into the following parts: Getting Started Searching for a Referral Referral Tab Details Referral - Edit Screen Details Getting Started If you are in the main search screen, you will find the Referrals tab located next to the Search tab.  If you are in a client record, or the Caseload tab, simply select the ...

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  • How do I determine program eligibility?

    This section discusses how to determine the Program(s) for which a client is eligible. The Clarity Program Eligibility Determination Engine streamlines Centralized Intake and Coordinated Assessment, making it easy and efficient. To determine if a client is eligible for a particular program, or to determine the program(s) for which a client is eligible, go to the Assessments tab in their client record. Determining ...

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  • Working with the Referrals Tab: Details

    This section details the most common tasks performed in the Referrals section: How to Enroll a Client from the Pending tab How to Enroll a Client from the Community Queue tab How to Refer a Client directly to the Community Queue How to Deny a Referral How to Re-Activate a Denied Referral How to Check In a client in order to keep the client active in the system. How to Enroll a Client from the Pending Tab To enro...

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  • How do I make a reservation from the referral screen?

    This section details how to make a reservation when referring a client to another program. The option to make a reservation will be available for any program offering Attendance-based services (this is configured by the System Administrator). In the example below, the Baltimore Emergency Shelter has this option.   Once the checkbox is selected, the screen will expand with further options: Start Date: This is the ...

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  • Working with the VI-SPDAT [V2] & VI-F-SPDAT [V2] for Centralized Intake.

    This section discusses how to work with the VI-SPDAT [V2] and VI-F-SPDAT [V2] for Centralized Intake. *Note: The VI-SPDAT [V2] and VI-F-SPDAT [V2] are both available in Clarity. The VI-SPDAT [V2] is intended for individuals, and the VI-F-SPDAT [V2] is intended for families. However, for the purposes of this section, VI-SPDAT [V2] and VI-F-SPDAT [V2] are used interchangeably. For official instructions regarding how...

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Working with Reports

  • How do I run a report?

    This section discusses how to run/schedule a report from the Clarity Report Library. Accessing the Reports Area To run or schedule a report, go to the Launcher icon  in the top right of the screen and select the Reports icon. This will bring you to the Report main screen, which is divided into several sections according to report type, with Show/Hide features for easy organization. Expanding Report Sections The r...

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Additional Resources