Clarity Human Resources: Start Here
Learn how to complete common data entry tasks like creating new client records, enrolling clients in programs, and recording services.
Accessing Clarity Human Services
- Clarity Human Services Passwords
- Staff Member Account Settings
- Switching Agencies
- The Caseload Tab
- Client Appointments
- The Staff Inbox and Secure Messaging
- Two-Factor Authentication (2FA)
- The Clarity Human Services Help Widget
- Subscribing to the Calendar
- Keyboard Shortcuts
- Supported Web Browsers for Accessing Clarity Human Services
Client Records and Households
- How Do I Search for a Client?
- How Do I Create a New Client Record?
- How Do I Create a Household and Manage Members?
- Assigned Staff
- Care Team
- Consent Refused
- Making Client Data Private
- Recovering Deleted Data
- Release of Information (ROI) Overview
- The History Tab
- Personal ID
- Client Profile SSN Validation and Partial SSNs
Files, Notes, and Contacts
Program Enrollments
Services
Managing Client Data in Screens
Entering Client Location Data
Charts and Goals
Working with the Referrals Tab and Community Queues
- The Global Referrals Tab Overview
- Community Queue for End Users
- Filtering Referral Results
- Referrals: the Dashboard Tab
- Referrals: the Pending Tab
- Referrals: the Completed Tab
- Referrals: the Denied Tab (Including Expired Referrals)
- Referrals: the Sent Tab
- Referrals: the Availability Tab
- Referrals: the Snoozed Tab
- Referrals: the Analysis Tab
- Referrals: the Open Units Tab