• 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...

    label_outline Getting Started label_outline Video label_outline Clients
  • 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...

    label_outline Getting Started label_outline Clients
  • 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...

    label_outline Privacy label_outline Getting Started label_outline Clients
  • 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 c...

    label_outline Getting Started label_outline Video label_outline Clients label_outline Households
  • 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...

    label_outline Getting Started label_outline Video label_outline Clients label_outline Services
  • 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.  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. Method 1: If your current location is the address you wish to enter, select the locating arrow at the top right corner of the screen. This feat...

    label_outline Getting Started label_outline Video label_outline Clients
  • How do I switch between different intake profiles?

    This section discusses how to adjust intake profiles according to client recording needs. Client Profile pages can be customized to present questions specific to your implementation. While on the Client Profile page of any client, simply click on the drop down menu located in the top right corner. Select one of the available profiles to complete the Profile Assessment for this client.  To permanently set your def...

    label_outline Getting Started label_outline Video label_outline Clients
  • How do I create a public alert?

    This section discusses how to create Public Alerts. For situations when it is necessary to notify your agency or several agencies of a client sitation/need, a Public Alert can be created to appear on the client profile page. To create a Public Alert, go to the Notes tab in the client profile and select ‘Add Alert.’ Enter the Public Alert name, expiration date, followed by a note explaining the nature of the aler...

    label_outline Getting Started label_outline Clients label_outline Alerts
  • How do I upload and work with files/forms?

    This section discusses how to manage files and forms in the client record. Working With Client Files When on the Client Profile page of a particular client,  click on the Files tab in the top menu.   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...

    label_outline Getting Started label_outline Video label_outline Clients label_outline Files
  • How do I create case notes for my client?

    This section discusses how to manage case notes in a client record, including how to create and edit case 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.  Then click Add Re...

    label_outline Getting Started label_outline Video label_outline Clients
  • How do I manage a client’s history?

    This section discusses how to manage all elements of the History tab in a client record. 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: Service group placement Attendance Expense Items Service Notes Attendance ...

    label_outline Getting Started label_outline Video label_outline Clients