• Switching Agencies

    At times it may be necessary to switch the Agency you are entering data for to ensure data accuracy and have access to the appropriate records for program enrollment and/or providing services.   Switching Agencies Your System Administrator determines the additional agencies available to you. These Agency selections are available within the dropdown located under your name in the upper right corner of the Clarity H...

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  • How Do I Search for a Client?

    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 Human Services provides an auto-suggest mechanism, so it is an excellent idea to enter only partial first and last names whe...

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  • How Do I Create a New Client Record?

    If, after a thorough search, you have determined that a client record 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 record and collect the HUD Universal Data Elements.  Complete all necessary fields to create the client record. Core Dat...

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  • Release of Information Overview

    This feature ensures that a Release of Information (ROI) is always on file and up-to-date in each client record. It makes the ROI forms easy to access and store, and it also tracks expiration dates to ensure that the ROI form in each client record is current. There are two situations that involve ROI form management: when working with existing client records, and when creating a new client record. Managing ROI For...

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  • How Do I Create a Household and Manage Members?

      By default, a newly created client record will not be associated with a Household. While on any tab within a client record, the Household Members section will be listed at the top of the right sidebar. This section will list any active Household members associated with the client record. In order to manage the Household members, click the Manage button.      The Household management section allows two ways to a...

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  • How Do I Record a Service Transaction?

      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 - Very similar to General Service Transactions, Program-Based services can only be provided once a client is enrolled in a Program. For more...

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  • How Do I Create and Maintain Client Contact and Location Information?

      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 corner of the screen. This feature will then use Google Maps to determine your location based on GPS location. Note:  In order fo...

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  • How Do I Create a Public Alert?

      To create a Public Alert, go to the Notes tab in the client record and select Add Alert.     Enter the Public Alert Title, Expiration Date, followed by a Note explaining the nature of the alert. (The Agency field will be automatically entered). Selecting the Private checkbox will make the Public Alert visible to only staff members in your agency. Not selecting it will make the Public Alert visible to all agenci...

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  • How Do I Upload and Work with Files and Forms?

      Working With Client Files In the client record, click on the Files tab.     Adding a New Client File To add a new file, select the Add File link in the top right corner of the Files section.     From the drop down menu, you have the ability to select a Category and Name that best identify the type of file you will be uploading. These can be customized to represent file types most often uploaded by your impleme...

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  • How Do I Create Client Notes?

      Creating Client Notes To create a Client Note, select the Notes tab in top menu of the Client Record. From here you can add a new note by clicking Add Note in the top right corner of the Notes section.    Create a title for your note and enter your note in the body of the notes section. The Agency field will automatically be populated with your agency name.   Time Tracking fields are also available. Utilize the...

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  • How Do I Manage a Client’s History?

      The History tab can be considered the Central Hub of the Client Record. Numerous things can be accomplished using this tab: Edit and/or view details of: General services Program-Based Services Programs Assessments You can also manage the following: Program Association Expense Items Service Notes Attendance Group Options Note: This section also discusses how to link or unlink Program-Based Services to the cli...

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