• How do I remove a program exit record?

    This section discusses the removal of a Program Exit record. Removing a Program Exit In some cases, a client or household may be unintentionally exited from a Program and the user may need to remove the exit event to reactivate the Program Enrollment.  Please note that this process is not intended for clients returning to the program to re-enroll.  In those cases a new program enrollment is needed. To remove a pro...

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  • How do I enroll a client/household into a program?

    This section discusses how to enroll a client and/or household into a program. Once you have determined the appropriate program for your client, the next step is the program enrollment process. For more information on program eligibility, please refer to the program eligibility section Getting Started To begin the program enrollment process, click on the Programs tab in the top menu of the client record. This area...

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  • How do I add a new household member to the Program?

    This section discusses how to add a new household member to a program. Adding a New Household Member to a Program Prior to enrolling a household member into a program, the client must first be added to the Family/Household group.  For more detailed information, please review the article explaining how to create a family/household in the Working With Clients section of the help portal.   After you add the client to...

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  • How do I conduct a program status/annual assessment?

    Please Note: The steps to conduct a program annual assessment are identical, except instead click on the Add link next to Annual Assessments. Most programs require Annual assessments to be conducted on the anniversary of enrollment and can affect performance outcome measures (eg., see [HUDX-225] HMIS Data Quality Report section Q4). Status assessments are optional, unless there is a significant change in the clien...

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  • How do I manage a client’s general Program History?

    This section discusses how to view and manage a client's Program History. Managing a Client's Program History The general Program History provides several important functions. These include the ability to edit programs that are affiliated with your agency, and the ability to view information regarding programs that are affiliated with other agencies. To begin, go to the Programs tab of the client record. This will...

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  • How do I receive “Status Assessment Due” notifications?

    This section discusses how to configure the system to send you email notification of upcoming status assessments for your clients. Please note that the user must have the Assessment Due Warning enabled in their Staff Profile for Status Assessment Due notifications to be active.  For more information on configuring User Record settings, please visit the Working with your Staff Profile article for more information. ...

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  • How do I place program services to a client and household members?

    This section discusses how to place Program Services to clients, including how to edit and/or view Program Services and apply the program services to household members. Providing a Program Based Service Transaction Very similar to a General Service Transaction, these services can only be provided after a client is enrolled in a Program. In order to provide a Program Based Service Transaction, click on the Programs...

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  • How do I manage a client’s program service history?

    This section discusses how to manage a client's Program Service History within the Programs tab, including descriptions of the following tasks: How to link services in the History tab to specific programs so that they can be differentiated from General Service Transactions in the main History tab of the client record. Quick access to client Household members Quick access to create new Status Assessments and view ...

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  • How do I link a service to a program?

    This section discusses how to link a service to a program There may be a scenario in which a service or reservation that is linked to a program (i.e. program-based service) is provided outside of the Provide Services subtab of the Programs tab, such as when a service was provided or a reservation was made prior to the enrollment. When this happens, the user must link this service to the program. An Agency Manager ...

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  • How Do I Reassign a Case Manager?

    This section discusses how to reassign Case Managers (Assigned Staff) Reassigning a Case Manager (Assigned Staff) Clarity defaults to the Case Manager (Assigned Staff) who enrolled the client into the Agency program. To reassign a Case Manager for the Client, go to the client’s program tab and edit the Program, in the Program history. Once in the program, to the right of the screen in the sideboard locate the Ass...

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  • How do I work with program charts?

    This section discusses how to work with program charts. Working with Program Charts Many agencies aim to track certain data elements among their client population. To do this, they use events within the system designed to measure client progress. Each time the client enters or exits a program, or if status assessment or follow-up assessment is conducted, it measures data elements and tracks changes in the data ele...

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  • How do I manage program goals?

    This section discusses how to work with Program Goals for your clients.  Working With Program Goals Program Goals are useful tools for tracking and documenting progress within a Program. In many cases, clients must reach certain Program Goals in order to exit the program. To begin working with Program Goals, go to the Programs tab and select the Edit icon that appears on the left. Go to the Goals tab within the P...

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  • How do I exit a client from a program?

    This section discusses how to exit a client and household members from a program. Exiting a Client To exit a client from a program, go to the Programs tab from the client’s record, mouseover the program name, and select the Edit icon that appears to the left.  Once you are in the program edit screen, click the Exit button to the right.  Open Services If the client is scheduled for services that will occur after t...

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  • How do I conduct a follow-up assessment?

    This section discusses how to conduct a follow-up assessment after a client has exited a program. To conduct a follow-up assessment, select the client than go to their Programs tab. Select the edit icon  next to the correct program. Once in the program screen, you will find the Follow-Up Assessment option in the right sidebar. Click the add icon  to conduct a Follow-Up Assessment. After conducting the Follow-Up ...

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