• 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 are...

    label_outline Getting Started label_outline Programs label_outline Clients label_outline Households label_outline For Basic Users
  • 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 assigning a household member to a program, the client must first be added to the Family/Household group. For more 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 the househo...

    label_outline Getting Started label_outline Programs label_outline Households label_outline For Basic Users label_outline Animation label_outline Household label_outline Program
  • How do I conduct a status assessment?

    This section discusses how to conduct a program status assessment for one or more group members. Accessing the Status Assessment To conduct a status assessment, begin by going to the Programs tab of the client profile. Find the program you wish to add a status assessment to and click on Edit to the left of that program. Note: You can also quickly access a Program by selecting the Program from the list in the Activ...

    label_outline Getting Started label_outline Programs label_outline Assessments label_outline For Basic Users label_outline Status label_outline Animation
  • 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...

    label_outline Getting Started label_outline Programs label_outline Clients label_outline For Basic Users label_outline History label_outline Program History label_outline Animation label_outline Service History
  • 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. Select the client and go to the Programs tab in their client record. Mouseover the appropriate program and select the “Edit” link that appears to the left. Once in the program’s screen, locate the Status Assessment area on the lower right portion of the screen. There will be “Assessme...

    label_outline Getting Started label_outline Programs label_outline Email
  • 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...

    label_outline Getting Started label_outline Programs label_outline Clients label_outline Households label_outline For Basic Users label_outline Animation label_outline Service label_outline Note label_outline group label_outline enrollment label_outline time label_outline expense
  • 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 ...

    label_outline Getting Started label_outline Programs label_outline Clients label_outline Services label_outline For Basic Users label_outline Animation
  • 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 ...

    label_outline Getting Started label_outline Programs label_outline Services label_outline Link from History
  • 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 Christmas Program, in the Program history. Once in the program, to the right of the screen in the sideboard loca...

    label_outline Getting Started label_outline Programs
  • 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 program status assessments designed to measure client progress. Each time the program status assessment is conducted, it measures data elements and tracks changes in the data elements over time. In the Clarity system, these changes ...

    label_outline Getting Started label_outline Programs label_outline For Basic Users label_outline Animation label_outline Charts label_outline Graph
  • 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 link that appears on the left. Go to the Goals tab within the P...

    label_outline Getting Started label_outline Programs label_outline For Basic Users label_outline Animation label_outline Goals
  • 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 link that appears to the left.  Once you are in the program edit screen, click the Exit tab to the right.  Open Services If the client is scheduled for services that will occur after the ...

    label_outline Getting Started label_outline Programs label_outline For Basic Users label_outline Animation label_outline Household label_outline Exit label_outline Enrollment
  • 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 go to their Programs tab. Select the ‘Edit’ link next to the correct program Once in the program screen, you will find the Follow-Up Assessment option in the right sidebar. Select ‘Add’ to conduct a Follow-Up Assessment. After conducting the Follow-Up Assessment, yo...

    label_outline Getting Started label_outline Programs label_outline Assessments
  • How do I work with PATH programs?

    This section offers a step-by-step guide to working with your PATH program. Please note: This section is dedicated to PATH programs only, and should not be used for other program types. There is one important difference between PATH programs and regular programs: PATH program enrollment is a two-step process. Details on this unique process are provided below. For details on PATH enrollment and program management p...

    label_outline Getting Started label_outline PATH label_outline Programs