Getting Started
Creating and managing clients, setting up households, working with attendance and reservations, enrolling clients into programs, and basic report running.
Accessing Clarity Human Services
Client Records and Households
- How Do I Search for a Client?
- How Do I Create a New Client Record?
- Release of Information Overview
- Consent Refused
- How Do I Create a Household and Manage Members?
- The History Tab
Program Enrollments
Managing Client Data in Screens
Services
Client Location
Files, Forms, Notes, and Alerts
Charts and Goals
Attendance and Reservations
Referrals
- Referrals: the Sent Tab
- Filtering Referral Results
- Referrals: the Completed Tab
- Updating the Status of a Referral
- Viewing and Editing Referrals
- The Referrals Tab Overview