Agency Management

Learn how to manage agencies within Clarity Human Services and create programs, services, and agency sites.

Agencies

• Introduction to Creating and Maintaining Agencies
• Enabling Forms for Agencies and Programs

Programs

• How To Set Up A Program: Detailed Instructions
• Data Cascading
• Operating End Date
• Program Setup: Documentation Requirements
• Program Setup: Sites
• Program Setup: Goals
• Program Setup: Auto Service Placement
• Program Setup: Eligibility
• Program Setup: Charts
• Program Setup: Auto Exit
• Program Setup: Bed & Unit Inventory Information
• Program Setup: Program Restrictions
• HMIS Participation Status
• CE Participation Status
• Bulk Exit Active Clients
• Automatic Exits and Status Updates

Services

• Introduction to Services
• Creating and Editing Service Items
• Service Program Options
• Service Item Options: Time Tracking
• Service Item Options: Accounts
• Service Item Options: Funding
• Service Item Housing Options: Reservations
• Service Item Options: Geolocation
• Configuring Cross Agency Services
• Setting Up Night-By-Night Emergency Shelter Programs and Services
• Employment Services

Sites

• Sites Tab Overview

Assessments

• Agency Assessments Tab Overview
• Linking Assessments to Program Enrollments
• Self-Sufficiency Matrix

Funding

• Introduction to Funding Sources
• Direct Expenses, Grant Activity, and Sub-Granted Funding