Getting Started
Get to know Clarity Human Services and learn how to complete common data entry tasks like creating new client records, enrolling clients in programs, and recording services.
Accessing Clarity Human Services
- The Clarity Human Services Help Widget
- Staff Member Account Settings
- User Passwords
- The Staff Inbox and Secure Messaging
- Two-Factor Authentication (2FA)
- Subscribing to the Calendar
Client Records and Households
- How Do I Search for a Client?
- How Do I Create a New Client Record?
- Making Client Data Private
- Release of Information Overview
- Consent Refused
- How Do I Create a Household and Manage Members?
Program Enrollments
Managing Client Data in Screens
Services
- Recording and Editing Service Items in the Client Record
- Additional Service Item Settings
- Recording Cross Agency Services
- Linking Service Items and Reservations to Program Enrollments
- How Do I Manage Attendance Services from the History Tab?
- How Do I Manage Reservations from the History Tab?
Client Location and Contacts
Files, Forms, Notes, and Alerts
Charts and Goals
The Attendance Module
The Global Referrals Tab
- The Global Referrals Tab Overview
- Referrals: the Dashboard Tab
- Referrals: the Pending Tab
- Community Queue for End Users
- Referrals: the Completed Tab
- Referrals: the Denied Tab (Including Expired Referrals)
Recording and Managing Referrals in the Client Record
- Introduction to Making Referrals
- Direct Referrals from the Client Referrals Tab
- Direct Referrals from the Assessments Tab
- Updating the Status of a Referral
- Viewing a Referral's History
- Referral Connections