This article is for the new Clarity interface. For the current interface article, please click this link. Screenshots and description will be updated as features are released.
Overview
Once a service item has been recorded and saved, it can be edited. The service item is available in the Service tab on the left sidebar. If the service item was recorded for an enrollment, it can also be edited from within an enrollment by clicking on the Services tab. Once the service item is selected, you can edit by clicking on the Edit icon on the right hand side of the screen within the service item.
The page that appears will display information that was recorded when the service item was provided, as well as additional settings that are only available on this page.
Note:
- Users who are switched into an agency that is different from the one that provided the service will not see these additional settings.
- These additional settings are only available when editing the service item.
- The ability to edit services must be enabled in the staff member’s Access Role settings. For more information about Access Role settings, see the Access Roles series of articles.
Private
Toggling on Private will make the service item only visible to staff members at your agency (for more information on private data, see Making Client Data Private).
Additional Expenses Options
Additional expense configuration settings are available when you edit a service item. To modify an existing expense, click on the expense. To add a new expense, click on the Add icon.
From Edit/Add Expense, you can associate a check number, notes, and vendor with the service item.
Notes:
The date field for V3 Financial Assistance - SSVF service items is Date Provided:
- The Date Provided field is required.
- For this type of service, additional date fields appear:
- Start Date of Financial Assistance (required)
-
- End Date of Financial Assistance (not required, can be added later)
You can also associate multiple expenses with a service item by clicking the Add icon.
Note: For V3 Financial Services - SSVF services (only) where Category = VA SSVF Services AND service item Category = Financial Assistance AND Delivery Type = Single Event, the Add icon for expenses will not be visible/available when an expense record already exists for the same service transaction.
Group Options
When household member(s) are included at the time a service item is recorded, as shown in the image above, a Group Members section appears for that service item after it is saved. This section allows you to modify the start and end date of the service item for the other household member(s).
Clicking on a household member’s name will open a pop-up window that you can edit and modify the start and end date of the service item for that household member.
Note: Service item start and end date information is maintained independently for each household member. Changing this information will only make the change in the client record from which the change is made. To update this information for additional household members, you must edit the dates under Group Members or from within the Services tab of those household members' records.
Updated: 10/01/2025