• Advanced Settings Overview

    Accessing the Advanced Settings Area To work with Advanced Settings, click the Launchpad icon  and choose Setup.  Click the Settings tab and the Advanced Settings section can be found listed in the right sidebar. Two-Factor Authentication Two-Factor Authentication (2FA) is a form of multi-factor authentication intended to confirm a user's identity by utilizing a combination of identifying pieces of information to...

    label_outline System Administration label_outline Settings Tab label_outline For System Administrators label_outline Animation label_outline Advanced Settings
  • System Variables: Continuum of Care List

      There are several places throughout Clarity Human Services where system administrators select a continuum of care (CoC) from a drop-down menu, including agency and program configuration, sites, and system setup. The continuums of care that populate that drop-down menu, previously managed in Field Editor, are now managed in System Setup.   Note: the CoC field is still viewable in Field Editor, but is no longer...

  • Two-Factor Authentication (2FA) Administration

      Two-Factor Authentication (2FA) is a form of multi-factor authentication intended to confirm a user's identity by utilizing a combination of identifying pieces of information to successfully login to the system.  Accessing 2FA Settings To access the Two-Factor Authentication settings for the system, click the Launchpad icon  and choose Setup. Click the Settings tab on the top of the screen, then click the Two Fa...

    label_outline For System Administrators label_outline Animation label_outline Two-Factor Authentication label_outline 2FA label_outline Login label_outline Trusted Devices label_outline Authentication
  • File Categories

    File Categories can be used to organize files that are uploaded into a client record. To manage File Categories, go to Setup > Settings > Advanced Options (right sidebar) > File Categories. Adding a New File Category To add a new File Category, select the Add Category link at the top right corner of the center screen.  This will take you to the Create A New File Category screen, where you will enter the name of ...

    label_outline System Administration label_outline Settings Tab
  • Configuring the Release Of Information (ROI) Settings

        New Features: Enhanced Consent Refused Options   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 recor...

    label_outline For System Administrators label_outline Animation label_outline Release of Information label_outline ROI label_outline ROI Settings label_outline ROI Agreement label_outline ROI Form
  • Global IP Whitelist

    To find this section, go to Launchpad > Setup > Settings > Global IP Whitelist link (located in right sidebar). Selecting the Global IP Whitelist link will take you to the IP Whitelist screen where you can add by clicking on Add New Address . You can also delete IP addresses from the system by clicking on the trashcan icon. To search for an existing IP address in the empty search bar enter address, or a portion ...

    label_outline System Administration label_outline Security label_outline Settings Tab
  • Navigation Profiles

    The Navigation Profiles feature will allow you to control the visibility and order arrangement of the various tabs within your system.  Once configured the Navigation Profile can then be assigned to an agency. To learn how to assign the new Navigation Profile to an agency, please refer to the How to Set Up An Agency page. Accessing the Navigation Profiles Settings To access the Navigation Profile settings, click t...

    label_outline System Administration label_outline Settings Tab
  • Client Forms

    To begin working with Client Forms, go to Launchpad icon  and select Setup.  Next, click the Settings tab. Then Select Client Forms from the Advanced Options section to the right of the screen. When you select the Client Forms link, you will be directed to the Client Forms Templates screen.  Here you can add, edit, or delete a client form template. Adding a Client Form Template To create a new Client Form templ...

    label_outline Forms label_outline System Administration label_outline Settings Tab
  • The Report Queue

    Accessing the Report Queue The Report Queue is accessed by clicking the Launchpad icon  and selecting Setup. Click the Settings tab.  In the right sidebar, click Report Queue. The Report Queue screen is divided into two sections: Pending and Processing Scheduled and Pending Processed Pending and Processing The Pending and Processing section shows any reports that are currently processing or in line to be proces...

    label_outline System Administration label_outline Settings Tab
  • System Labels

    System Labels are static comments located throughout the system. For example, “Your recent client searches accessed” shows up in the right side of the search screen, and “You are banned” appears when users try to log in with an incorrect password 3 times or more. System Labels can be managed by going to Setup > Settings > Advanced Options (right sidebar) > System Labels. This link will take you to the System Label...

    label_outline System Administration