• Introduction to Sharing Client Data

      There is a range of client data sharing that can happen in Clarity Human Services - from sharing all client data across all Agencies to keeping data private within a Program. It’s imperative for System Administrators to understand these settings and their implications to ensure compliance with data sharing and security policies. In this series of articles, we’ll look at how client data sharing is configured at t...

    label_outline For Agency Managers label_outline For System Administrators label_outline Departments label_outline Sharing label_outline Exceptions label_outline Documents
  • Sharing the Client Record

      The minimum level of client data sharing that can occur in Clarity Human Services is the sharing of the client record, which includes the Client Profile. How this is shared is controlled by the Clients Created settings. There are three options for sharing Clients Created (figure 1): Not Shared Sharing Groups Controlled  System Shared   figure 1   The selection made for the Default Clients Created sharing se...

    label_outline Sharing label_outline visibility label_outline client record label_outline default
  • Making the Client Record Private

      Sometimes an individual client or household will request their data not be shared outside the Agency they are being served by. When an Agency is configured in Clarity Human Services to share Client data with other Agencies, this situation can easily be addressed by making the client’s record Private.  To make a Client record private, navigate to the Client Privacy shield icon that is available in the upper right...

    label_outline Sharing label_outline private
  • Working with Sharing Groups

      Sharing Groups allow Agencies to share specific types of client data with another Agency or groups of Agencies in specific, customizable ways. System Administrators can allow Agencies to share data uniformly with all other Agencies by exclusively using the Default Group, or set up more complex networks of sharing, by using additional Sharing Groups. We’ll look at both options and discuss best practices around th...

    label_outline For Agency Managers label_outline For System Administrators label_outline Sharing label_outline Groups
  • Agency Exceptions

        The way an Agency shares client data with other Agencies in Clarity Human Services is defined by that Agency’s Default and Sharing Group settings. As discussed in Sharing Groups, an Agency can share with all other Agencies in a uniform manner, or share with groups of Agencies in different ways, by adding Sharing Groups.  Sometimes an Agency will share data with a group of Agencies in a Sharing Group, but will ...

  • Sharing Departments

    Agencies with multiple programs and/or services can use Departmental Sharing to secure each program and/or service independently. (For information on sharing between agencies, please see Introduction to Sharing Client Data.) Departmental Sharing enables the System Administrator to regulate viewable records such as program/service history, case notes, and client files. If an end user within the same agency is not g...

    label_outline For Agency Managers label_outline For System Administrators label_outline Animation label_outline Department label_outline Departments label_outline Sharing label_outline Departmental