• Configuring the Release Of Information (ROI) Settings

    This section provides an overview on how to configure the Release of Information Feature. 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 tha...

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  • Sharing – Overview

    This section provides an overview of the Sharing tab in the Manage section. The Sharing tab enables the System Administrator to control how their agency shares data. This feature allows the System Administrator to create default share settings (including sharing groups), and departments. It also allows for the creation of ‘agency exceptions’ for any agency that requires sharing capabilities that differ from the de...

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  • Working With Sharing Defaults

    This section discusses how to configure Sharing Defaults. Sharing Defaults are used to control how your agency shares client information with other agencies. Any settings created in the Sharing Default section will be applied to every outside agency. If you have certain agencies that require unique Sharing settings, please refer to Working With Agency Exceptions. Setting up Sharing Settings The information in this...

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  • Working With Agency Exceptions

    This section discusses how to create Agency Exceptions. An Agency Exception can be created when you need a particular agency to have sharing settings that differ from the Sharing Default settings. To learn about Sharing Default settings, please refer to Working With Sharing Defaults. Agency Exceptions can be created for individual agencies (discussed here), as well as groups of agencies using Sharing Groups. Using...

  • Working With API Credentials

    This section discusses API Credentials in the context of sharing client information with other agencies and providers. API Credentials are used for security purposes. API Credentials are auto-generated, and assigned separately to each staff member. To manage API Credentials, go to Launchpad > Manage > Sharing, and scroll down to the API Credentials. API Credentials can be assigned and modified for any user ...

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  • Working With Agency Documents

    This section discusses how to manage Agency Documents in the Sharing tab. The Agency Documents section is a location where Managers and System Administrators can upload and store documents that pertain to data sharing, such as user agreements and contracts. These Agency Documents are not accessible to basic users because they are not directly used for working with clients.  (If you searched this article looking fo...

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  • Working With Departmental Sharing

    This section discusses Departmental Sharing. Departmental Sharing enables sharing within an agency. 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 Sharing Overview.) Departmental Sharing enables the System Administrator to regulate viewable records such as program/service hist...

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  • Working With Sharing Groups

    This section discusses how to configure Sharing Groups. The purpose of Sharing Groups is to enable the System Administrator to assign separate Sharing Groups between agencies within Clarity Human Services, allowing these separate agencies to have further autonomy within the system. This eliminates the need to create individual agency sharing exceptions for multiple agencies. For example, Sharing Groups can be used...

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