• Switching Agencies in Clarity

    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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  • 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...

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  • 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 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.  Complete all necessary fields to create your client. Core ...

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  • 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...

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  • 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 cli...

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  • 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...

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  • 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. 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 cor...

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  • 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 situation/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 Title, Expiration Date, followed by a Note explaining the nature of the alert...

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  • 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 type...

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  • 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.  The Agency field ...

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  • 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: Program Association Expense Items Service Notes Attendance Group Options No...

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