This article details how to link the Clarity Calendar feature with other email calendars.  The Clarity Human Services Calendar is a secure Calendar that allows you to keep track of client appointments. To access the Clarity Human Services Calendar, click on the Launchpad and select the Calendar button.  In addition to storing client appointment information within Clarity Human Services, it is possible to add the ...

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This article covers the installation process for PKI certificates using common browsers. A PKI certificate is packaged as a .p12 file, and must be installed in the browser before it can be used to access Clarity Human Services.  When a Clarity installation has implemented PKI, the user will receive an email containing the .p12 certificate file.  Download the file from the email and save to to a location on your wo...

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This article outlines minimum user account password requirements and related information. The privacy and security of client data is extremely important to us.  Several levels of security are in place to ensure the information contained within the Clarity system is secure.  User password requirements and restrictions are an extremely important part of this system of security.  The objective in creating a password ...

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This article outlines the configuration and use of Two-Factor Authentication (2FA) Security for End Users. Two-Factor Authentication (2FA) is a form of multi-factor authentication intended to confirm a user's identity by utilizing a combination of identifying pieces of information to successfully login to the system.  Authentication Apps for Mobile Devices There are several authentication applications available fo...

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This section discusses the Staff Inbox and Secure Messaging features. 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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This article describes how users can switch agencies within the Clarity system for data entry and record visibility. While working within Clarity, at times it may be necessary to switch the agency you are entering data to ensure data accuracy and have access to the appropriate records for program enrollment and/or providing services.   Switching Agencies The System Administrator determines the additional agencies ...

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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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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 Add 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 and collect the HUD Universal Data Elements as well.  Comple...

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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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This section discusses how to create and manage families/households.  By default, a newly created client profile 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, si...

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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 - A general Service Transaction is placed through the general Services tab. It records the provision of a service that is not part of a program.   Program-Based Service Transaction - Ve...

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This section discusses the removal of a Program Exit record. Removing a Program Exit In some cases, a client or household may be unintentionally exited from a Program and the user may need to remove the exit event to reactivate the Program Enrollment.  Please note that this process is not intended for clients returning to the program to re-enroll.  In those cases a new program enrollment is needed. To remove a pro...

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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 area...

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This section discusses how to add a new household member to a program. Adding a New Household Member to a Program Prior to enrolling a household member into a program, the client must first be added to the Family/Household group.  For more detailed 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...

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Please Note: The steps to conduct a program annual assessment are identical, except instead click on the Add link next to Annual Assessments. Most programs require Annual assessments to be conducted on the anniversary of enrollment and can affect performance outcome measures (eg., see [HUDX-225] HMIS Data Quality Report section Q4). Status assessments are optional, unless there is a significant change in the clien...

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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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This section discusses how to configure the system to send you email notification of upcoming status assessments for your clients. Please note that the user must have the Assessment Due Warning enabled in their Staff Profile for Status Assessment Due notifications to be active.  For more information on configuring User Record settings, please visit the Working with your Staff Profile article for more information. ...

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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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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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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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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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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. Click the t...

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This article discusses how a System Administrator can setup/manage the Community Queue. The Clarity Human Services Community Queue was developed around the utilization of an Assessment Tool to prioritize providing assistance for clients in most need. The information is divided into the following sections: Coordinated Entry Assessment and Referral Tools Referral/System Settings Program Creation for Coordinated Ent...

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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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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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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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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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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 Launchpad 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 ...

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Please follow this link to access the PATH Basic Workflow Document. This document provides detailed step-by-step instructions surrounding how to enroll a client into a PATH program, and manage all PATH program enrollment tasks.

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The sample forms below are specific to Continuum of Care (CoC) Programs (SHP, S+C, SRO). Each form can be downloaded and easily modified to meet custom requirements.

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The sample forms below are specific to PATH programs. Each form can be downloaded and easily modified to meet custom requirements.

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The sample forms below are specific to RHY (Runaway and Homeless Youth) Programs. Each form can be downloaded and easily modified to meet custom requirements.

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The sample forms below are specific to VA SSVF (Supportive Services for Veteran Families) Programs. Each form can be downloaded and easily modified to meet custom requirements.

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