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

    This section discusses how to add 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 on creating groups, please see the associated page in the Working With Clients section of the help portal.   After you add the client to the household/family, you can enroll them in the same program(s) as the ot...

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  • How do I conduct a status assessment?

    This section discusses how to conduct a program status assessment for one or more group members. 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 “Active Programs” section located i...

    label_outline Getting Started label_outline Video label_outline Programs label_outline Assessments
  • How do I manage a client’s general Program History?

    This section discusses how to view and manage 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 take you to the main screen of th...

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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. 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...

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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. 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” tab from the top menu list.  Access the pro...

    label_outline Getting Started label_outline Video label_outline Programs label_outline Clients label_outline Households
  • 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 that is linked to a program (i.e. program-based service) is provided outside of the Provide Services subtab of the Programs tab. When this happens, the user must link this service to the program. The following describes how to do so. To link a program-based service to its associated program, go to the Programs tab ...

    label_outline Getting Started label_outline Programs label_outline Services
  • 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...

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  • How do I work with program charts?

    This section discusses how to work 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 are displayed using program ...

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  • How do I manage program goals?

    This section discusses how to work with Program Goals for your clients.  What Are 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. Working With Program Goals To begin working with Program Goals, go to the Programs tab, mouseover a program, and select the ‘Edit’ link that appear...

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  • How do I end a client’s program?

    This section discusses how to exit a client and household members from a program. 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. NOTE: If a client has no program activity for a prescribed period of time (e.g. no service transactions, assessments, etc.), this client will be automatically disenrolled f...

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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 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...

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  • 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