Clarity Human Services: April 2026 Feature Updates

Data Analysis Update IncludedRelease Schedule: 

• All Training Sites: Monday, March 23, 2026
• All Production Sites: Monday, April 6, 2026

Clarity Human Services Updates

Client Record Updates:

• Important Update: Disabling Condition Warning Message

  • Required Action Included

• Initial Occupancy Information (Adding Occupancy Dates at Enrollment)

• Improving Client Form and File Data Reporting
  • Data Analysis Update Included

INVENTORY Updates:

• Connecting Household Members to Beds
  
  • Pentaho Reporting Update Included
  • Data Analysis Update Included
• Editing in Inventory
• Inventory Link to Client Record

New Clarity Interface Updates:

• Inventory: Connecting Households to Beds
• Initial Occupancy Information (Adding Occupancy Dates at Enrollment)
• Automatically Referred Assessments
• Global Referrals Tab: Open Units
• Linking Assessments to Program Enrollments
• Client Forms
• File Name Updates
• Consent Refused

Customer Portal Updates:

• Login/Account Creation

Pentaho Reporting Updates

Report Updates:

• Connecting Household Members to Beds
• Additional Pentaho updates can be found here:
  • Pentaho Release Notes - March 2026

Data Analysis Updates

Looker Updates:

• Connecting Household Members to Beds
• Improving Client Form and File Data Reporting
  • Required Action Included
• The 2026 Data Services Change Log and Known Issues article and the Data Analysis Upgrade Note articles are released separately and can be found here. 

New and Updated Help Center Resources

We update existing Help Center articles and create new ones based on the included feature updates. 

• Click here to jump to the list of new and updated resources.

---

Clarity Human Services Updates

Client Record Updates

Update: Initial Occupancy Information (Adding Occupancy Dates at Enrollment)

With this update, users can enroll a client in an INVENTORY-enabled housing program and set an Initial Occupancy Start Date for an INVENTORY-based unit/bed. 

Overview

When a client is enrolled in a housing program with an applicable project type that is using INVENTORY, the Initial Occupancy Start Date shows as a separate field on the enrollment screen within a new section titled INITIAL OCCUPANCY INFORMATION.

The applicable project types are:

• Temporary Housing project types:
  • Emergency Shelter – Night-by-Night
  • Emergency Shelter – Entry Exit
  • Transitional Housing
  • Safe Haven
• Permanent Housing project types:
  • PH - Permanent Supportive Housing (disability required for entry)
  • PH - Housing Only
  • PH - Housing with Services (no disability required for entry)
  • PH - Rapid Re-Housing where “Identify RRH subtype” = RRH: Housing with or without services

The INITIAL OCCUPANCY INFORMATION section will show on the enrollment screen if one of the following conditions is true:

• New Enrollment Screen:
  • Program Type is included in the list of applicable project types, and Bed & Unit Management is enabled
  • Manage Units/Beds is enabled
  • Enrollment with referral/bed assignment (even if the program type is not included in the list of applicable project types)
• Enrollment Screen edits:
  • Program Type is included in the list of applicable project types, and Bed & Unit Management is enabled
  • Manage Units/Beds is enabled.

If the program does not meet the conditions above, the INITIAL OCCUPANCY INFORMATION section will not appear on the enrollment screen.

To review a new Help Center article with details on all functionality, please refer to the Initial Occupancy Information article. The functionality described in the article will be available on training sites on March 23, 2026, and on production sites on April 6, 2026.

Required Action: None.

Update: Improving Client Form and File Data Reporting

Prior to this update, there was data related to client Forms that existed in the client_files table. With this update, any data related to client Forms in the client_files table has been permanently deleted from the database to allow for increased data accuracy. More information about this is detailed in the Data Analysis updates section.

Required Action: Please see the required action in the Data Analysis/Looker updates section.

---

INVENTORY Updates

Update: Connecting Household Members to Beds 

This update enhances Inventory and Referrals functionality by allowing all household members to be connected to beds without having to be referred to a Community Queue. 

The update applies to the following Clarity features:

• Community Queue: Reassign 
• Referrals and Client History
• Unit Queue
• Client Enrollments
• Eligibility Determination: Assessments/Program Assessments/Referrals
• Programs: Unit/Beds Tab

Community Queue: Reassign

When reassigning a client on the Community Queue to beds in a unit, users now see a list of household members from the global household. Users can assign each household member to a bed.

This functionality applies:

• To programs where Bed & Unit Management is toggled ON and where Units have Beds enabled. 
• To Coordinated Entry (CE) and non-CE assessments.
• To both standalone/global-level and program-level assessments. 
• To referrals made from any program type.

There is a new label on the REASSIGN section called “Include Group Members” and a series of toggles showing each household member, including the Head of Household/referred client. The toggle for the household member (typically the Head of Household) who is referred to the queue is enabled by default and read-only.

Program-based Assessments

If the referral was made from an assessment completed in a program, there is an “Enrollment” icon next to each household member in the enrollment household for that program.

The icon will appear for household members:

• If the enrollment is an individual enrollment only the one person enrolled shows with an Enrollment icon (and is enabled and read-only).
• If non-HOH household members have separate enrollments in the same program, those enrollments do populate the Enrollment icon.
  • Only those household members enrolled in the specific program enrollment where the assessment was completed/initiated the referral will be indicated with an Enrollment  icon.
• When the user hovers over the Enrollment icon,  a tooltip reads:  “Client is enrolled in the Assessing program.”
• If the assessment completed is a standalone assessment, the Enrollment icon will not show for household members. 

Bed Openings

As the user enables toggles for household members, only openings with the same number of beds or greater as the number of household members enabled shows. Units that have occupied beds show, but the count of available beds is suitable for the number of household members.

• If there are no openings with enough beds a message appears and reads: “There are no units with the required number of beds.”
• If the user attempts to toggle on more household members than there are available beds, a warning appears and reads: "The Unit has [x] beds available for household members."
• Any beds that are not active, or are offline, will not show in the list. Any beds that the member is not eligible for will not show in their list.
• The user can assign each household member to a bed. Once a bed is assigned to a household member, it does not show in the list for the other household members.
• If there are more beds available than the number of household members, a toggle appears with a label “Set remaining [x] beds to Offline” where x = number of remaining beds.
• If the user does not turn on any of the household member toggles, the single client is referred to the chosen bed and the current logic and workflow remain unchanged. The exception is that the “Set remaining [x] beds to Offline” toggle will show, and the user can choose to set any remaining beds in the unit to “Offline.”
• If the unit already has some beds occupied or some beds with pending occupancy by another household, but some beds are empty, the “Set remaining [x] beds Offline” toggle will not show, and the remaining beds would need to be set offline manually.

Field Management: Offline Reason

To account for setting beds to Offline during the Reassign process, the Housing Inventory core field offline_reason has a new SELECTION OPTION which cannot be removed by users. The value is 200 and the reason is “Unit Household Allocation.”

Saving a Reassignment

When the reassignment is saved, all beds that are reassigned change status to “Pending Occupancy.”

• If all the beds in the unit are assigned, the unit changes status to “Pending Occupancy.”
• If the user enables the “Set remaining [x] beds to Offline” toggle, any remaining beds in the unit will change status to “Offline.”
• The offline status start date = pending occupancy start date and offline status end date = occupancy end date or date of denial/expiration, if the referral is denied or expired.
• If the occupancy end date is added, then the offline end date is also added as the same date as the occupancy end date.
• If the Head of Household has an occupancy end date and the other Household members are still active, the offline end date is set to the end date of the last Household member.
• If a bed is offline, the user can manually end the offline status to open the bed, in case someone joins the household and program, and needs to be assigned to a bed.
• If the referral is denied or expired, and the pending occupancy is removed, then the offline beds will become active again.
• “Offline” status for beds is added to the Unit’s Audit Log.
• If the “Set remaining [x]  beds to Offline” toggle is left disabled, the beds remain active, and the unit remains “Available.”

Referrals and Client History

After a referral has been reassigned to the Head of Household and any household members, and assigned a bed, all beds and their assigned household members appear on client history records.

Client History

A new client history item “Pending Unit/Bed Assignment” has been added to the client history record of each household member assigned to a bed, not including the household member who received the referral.

• The start date = reassignment date, the end date = start date of the occupancy, or the denial/expiration date if the referral is denied or expired.
• If the start date is in the future the Pending Bed/Unit Assignment will still show in the client record and a delete icon will be available to those with delete rights.
  • If the user deletes the Pending Bed/Unit assignment from the client record the client is removed from the pending occupancy of the bed. The bed status updates to active.
  • If the user deletes the referral, the Pending Bed/Unit assignment is removed from the client record.

If a client has a pending Unit/Bed assignment to a Unit/Bed through a referral for another Household member, they can also receive a referral for themselves to the same program. 

• When one of the referrals is completed, a warning to the user that the other referral is still pending.

If a user tries to add a household member to the Household, or remove a household member from the Household while the Unit/Bed assignment is pending, a pop-up appears that reads:

“This household has a referral with a Unit/Bed assignment. Please make adjustments through the referral and enrollment as needed.”

Referral and Inferred Event Logic

No changes have been made to referral logic or inferred event logic. Referrals and inferred events are still only given to the Head of Household.

Unit Queue

Users can see a list of available beds for a Unit, then click on a bed intended for the Head of Household. Next, the user can click Eligibility > Community Queue > and choose the correct Assessment to see a list of household members that are eligible for a bed. A  refer button will be available for eligible household members.

• Next to the Head of Household’s name, the system shows a refer button and the unit and bed name the client is referred to.
  • The referred client is assigned to the chosen bed.
• There is a list of beds from the same unit for each household member when the toggles are turned on so they can be assigned to a bed within the unit.
  • Users can only toggle on as many household members as there are available beds. There is a message when there are more household members than beds that reads: “The Unit has [ x ] beds available for household members.”
• If the user does not turn on any of the household member toggles, only the referred client is assigned to the chosen bed and the referral can be completed when the refer button is clicked.
• Any beds that are not active, or are offline, will not show in the list. Any beds that the member is not eligible for will not show in the list.
• Once a bed is assigned to a household member, it no longer shows in the list for the other household members.
• If there are more beds available than the number of family members there is a toggle with the label “Set remaining [x] beds to Offline?” where x = number of remaining beds.
• If the unit already has some beds occupied or pending occupancy by another household and there are some beds left empty, the “Set remaining [x] beds offline?” toggle will not show, and the remaining beds would need to be set offline manually.

When the “Refer” button is pressed, the assigned beds change status to “Pending Occupancy.” If all the beds in the unit are assigned the unit status changes to “Pending Occupancy.”

• If the “Set remaining [x] beds to Offline?” toggle is enabled,  the remaining beds change status to “Offline” with the offline reason “Unit Household Allocation,” and the Unit changes Status to “Pending Occupancy.” 
  • Any beds that are “Pending Occupancy” no longer show as available on the Unit Queue.
• If the “Set remaining[x] beds to offline?” toggle is left disabled, the remaining beds remain active, and the unit remains “Available.”
• All changes in bed status, as well as which household member the beds are assigned to in a unit are incorporated into the following pages:
  
  • The Units page for Pending Occupancy and Occupied status
  • Occupancy History page
  • Bed List.

Client Enrollments

Now, when a user is accepting a referral when enrolling a client, all household members and their assigned beds show on the screen. The included household member toggles are automatically enabled for the household members assigned to beds.

“Pending Unit/Bed Assignment” Records at Enrollment

If a household member no longer needs to be enrolled, the user can disable the toggle that was enabled automatically.

• Once “Save” is clicked for the enrollment, the bed assignment is removed.
• The “Pending” status Unit/Bed assignment record is removed from the client record.
• The bed status updates. 
  • If the “Set remaining [x] beds to Offline?” button was enabled at referral, the bed status updates to “Offline.” Otherwise, the bed becomes available.

If a disabled toggle is enabled,  so that an unassigned household member can be enrolled in the program, the list of any available beds in the unit can be displayed and the household member can be assigned to a bed.

• If there are no beds available in the unit, a pop-up appears immediately after the user tries to enable the toggle for an unassigned household member that reads:

 “No beds available in assigned unit. Please deny the referral and reassign to a different unit.”

Once all household members have the appropriateUnit/Bed assignment, click “Enroll” and complete the enrollment process.

Managing “Pending Unit/Bed Assignment” Records

When only the referred client is connected to their bed, the user sees a message that reads:

“Program Placement the result of Referral to bed.”

When all household members are assigned to their beds with “Pending Unit/Bed Assignment” records, the user sees a message that reads:

“Program Placement the result of Referral to unit.”

If there is more than one referral to a specific program which relates to Units/Beds, a dropdown is available and the user can select the referral that should be connected to the client program.

• If the user selects a Unit/Bed where only the Head of Household’s referral is connected, the user sees household members with all toggles disabled by default.
• If the user selects Unit/Bed where the referral is connected to the Head of Household, and there is “Pending Unit/Bed Assignment“ record related to this referral, the system automatically enables toggles for household members that also have a “Pending Unit/Bed Assignment” record.

If the user cancels an enrollment for one of the household members during enrollment, only those household members where the enrollment screen has been saved is enrolled with the bed assignments completed.

• The household member that was cancelled, and any household members following, are not enrolled in the program.
• Their “Pending Unit/Bed Assignment” records are deleted.
• If the “Set remaining [x]  beds to Offline?” button was enabled, the beds that were not filled update to “Offline” status.  Otherwise, the beds become available.

Unit/Bed Occupancy Status after Enrollment

Once the enrollment is completed, the occupancy status for all assigned beds updates to “Occupied.” If all the beds in the unit are assigned and/or the remaining beds have been updated to “Offline,” the Unit status also updates to “Occupied.”

• The “Pending Unit/Bed Assignment” record for each assigned client closes with the end date of the program enrollment’s start date.
• Each Household member’s Unit/Bed assignment automatically shows in their program enrollment record.

If a household member with a “Pending Unit/Bed Assignment” from a referral was not enrolled with the rest of the household members, and a user enrolls the client at a later date, a message appears that reads:

“Program Placement a result of Pending Unit/Bed Assignment to Bed: <Bed> provided by <Agency name>.”  

• The user will see the toggles for all other included household members in the original referral that was not enrolled, and can enroll those household members.

To ensure that users know which clients are referred clients, a popup appears that reads: 

“Client <Referred Client Name> has a referral to Bed: <Bed>. Please enroll the client and connect the referral to ensure all connections to beds are completed.”

 An “OK” button must be clicked to confirm.

If a client has a referred “Pending Unit/Bed Assignment,” but a user enrolls the client into a program without connecting the referred Unit/Bed, the referral doesn’t change. The pending referral stays “Pending” and any related “Pending Unit/Bed Assignments” for household members also remain “Pending.”

• If the enrollment is completed separately without connecting the referral, and a user tries to “Add Connection” later, the user sees only those client enrollments that don’t have an  existing or future occupation. In this case, bed assignments are not able to be completed for the household members at one time.
  • A popup appears that reads:

“Referral includes bed assignments - only the referred client bed assignment will be completed. Please go to individual enrollments to complete bed assignments for household members.” 

There are “OK” and “Cancel” buttons. If the user clicks OK, the connection is made for the referred client, and the pending referral is completed.

• The household members keep their “Pending Unit/Bed Assignment” records until the user goes to their individual enrollment and assigns the bed in the Unit/Bed tab.

Audit Log

If a user deletes a “Pending Unit/Bed Assignment” record, removing  a household member from the referral, or otherwise updates “Pending Unit/Bed Assignment” records, it is logged in the referral’s audit log.

Eligibility Determination:  Assessments/Program Assessments/Referrals

With this update, available Unit/Beds for program referrals and potential household members to include appear during eligibility determination. The process is the same for:

• Global Assessments
• Program Assessments
• Referrals

When a user chooses a program for referral during eligibility determination, the Available Units appear within a drop-down that has all available beds listed for that unit. 

For each client, users see a list of household members from their global household under an “Include Group Members” label, with a series of toggles. 

• If the user enables the toggles, only openings with the same number of beds or greater as the number of toggles enabled show.
  • If there are no openings with enough beds, a message appears and reads: 
    
    “There are no units with the required number of beds.”
  • If the user attempts to toggle on more members than there are available beds, a warning appears that reads: 

“The Unit has [x] beds available for household members." 

The user will be unable to toggle on any additional Household members.

• For each household member toggled on,  a list of beds shows. Any beds that are not active, or are in “offline” status,  will not show in the list. Any beds where the household member is not eligible will not show in their list.
• Users can assign each household member to a bed. Once a bed is assigned to a Household member, it will not show in the list of beds for the other household members.
• If there are more beds available than the number of household members, a toggle appears with a label “Set remaining [x] beds to Offline?” where “x” = number of beds.
• If the user does not turn on any of the household member toggles, the individual client is referred to the chosen bed and the current logic and workflow remain unchanged.

When the “Make Referral” button is pressed, the assigned beds change status to “Pending Occupancy.” If all beds in the unit are assigned, the unit changes status to “Pending Occupancy.”

• If the “Set remaining [x] beds to Offline?” toggle is enabled,  the remaining beds change status to “Offline,” and the Unit changes Status to “Pending Occupancy.”
• If the “Set remaining[x] beds to Offline?” toggle is left disabled, the remaining beds remain active, and the unit remains “Available.”
• If the unit already has some beds occupied, or are “Pending Occupancy" by another household, and there are some beds left empty, the “Set remaining [x] beds offline?” toggle will not show, and the remaining beds would need to be set to “Offline” manually in the INVENTORY module.

All changes in bed status, as well as which household  member beds are assigned to in a unit, are incorporated into the following pages:

• The Units page for Pending Occupancy and Occupied status
• Occupancy History page
• Bed List

After referrals to Units/Beds are made through eligibility determination, the referral page shows all of the assigned beds and their assigned household members.

• There is no change to referral and inferred event logic. Referrals and inferred events are still only given to the Head of Household. The history page for the household members will not show a referral record.
  • There is a new client history item “Pending Unit/Bed Assignment” added to the client history record for each household member assigned to a bed or unit. This record shows the Unit/Bed information. The start date is the referral date, the end date is the start date of the occupancy.

If the referral is denied, the unit and bed statuses all revert to “Available.”

• Changes in bed status, as well as which household member beds are assigned to in a unit, are incorporated into the following pages:
  • The Units page for Pending Occupancy and Occupied status
  • Occupancy History page
  • Bed List.

Programs: Unit/Beds Tab

A new toggle labelled “Include Group Members” now appears within the “ADD UNIT/BED” popup on the Units/Beds tab for a program.

• If the “Include Group Members" toggle is OFF, the user can select a unit/bed only for the enrollment Head of Household (or the current client).
• If the “Include Group Members” toggle is ON, the user sees a list of all members who are enrolled in the current client program, including the current client.
• As soon as the “Include Group Members” toggle is enabled, within the Available Units/Beds field, the user will only see those units where beds are enabled.
• Only openings with the same number of beds or greater as the number of household members shows.
  • If there are no openings with enough beds a message appears that reads: 
    
    “There are no openings with the required number of beds”.
• For each household member, a list of beds in the chosen unit shows. 
  • Any beds that are not active or with an “Offline” status will not show in the list. Any beds that the member is not eligible for will not show in their list.
• The user can assign each household member to a bed. 
  • Once a bed is assigned to a household member, it will not show in the list for the other household members.
• If there are more beds available in the unit than the number of household members, a toggle appears with a label “Set remaining [x] beds to Offline?” where “x” = number of beds.

When the “Add” button is pressed, the assigned beds change status to “Occupied.” If all the beds in the unit are assigned, the unit changes status to “Occupied.”

• If the “Set remaining [x] beds to Offline?” toggle is enabled, the remaining beds change status to “Offline” with the reason “Unit Household Allocation,” and the Unit changes Status to “Occupied.”
• If the “Set remaining beds to Offline” toggle is left disabled the remaining beds remain active, and the unit remains “Available”.
• Each household member receives a record of their enrollment on the Units/Beds tab to show the unit and bed name for the individual group member.
• The start date and end date  for the individual household member’s occupancy record reflects the same dates/times as the Head of Household record. 
  • If the end date was left empty it remains empty.
• All changes in bed status, as well as which household member beds are assigned to in a unit, are incorporated into the following pages:
  • The Units page for Pending Occupancy and Occupied status
  • Occupancy History page
  • Bed List
• If the unit already has some beds with the status “Occupied" or “Pending Occupancy" by another household, and there are some beds left empty, the “Set remaining [x] beds Offline?” toggle will not show, and the remaining beds need to be set to “Offline” manually in the Inventory module.

Audit Log

Changes to the household member’s unit occupancy is added to the enrollment audit log.

Required action: None.

New Clarity Interface Update: Click here for the related new Clarity interface update.

Pentaho Reporting Update: Click here for the related Pentaho Reporting update.

Data Analysis Update: Click here for the related Data Analysis update.

Update: Editing in Inventory: Filter and Field Display Adjustments 

Inventory logic for modifying units has been updated. This update impacts Inventory’s Screen Field Editor Settings and the user experience.

Inventory Settings

There is a one-to-one mapping between Housing Inventory Core screen field editor settings and Inventory behavior for users.

For all Core fields on the Unit screen, the Display on Inventory Card field was set to ON in the database and the 'Display on Inventory Card' toggle was hidden from the modify screen field editor page.

The user will only see the “Edit in Inventory” fields, but they will be grayed out so they cannot be enabled.

These include:

• Status
• Status Start Date
• Status End Date
• Offline Reason
• Offline Description
• Eligibility
• Unit Configuration

The screen editor only allows changes that will take effect in the user interface:

• Core fields cannot be re-ordered on the screen.
• The merge (join) option is not available for core housing inventory fields on the unit screen.
• Automatic Offline Duration and Automatic Offline Interval fields are no longer on a merged row. They are now separated and each is on their own row.

• The Delimiter field has been removed.

The setting Edit in Inventory - General Users was updated to Edit in Inventory - Field Editors.

User Experience

The user experience aligns with the edit-in-inventory settings. We added logic to retain the field values when a user checks and then unchecks a field on the Modify Selected Units form.

If a field is checked and the value is modified, then is unchecked, the field reverts to its original value. The field can be checked again to modify its value. 

Filter drop-downs were updated to allow '(No value)' as an option when a custom housing inventory field:

• Has “Include As Inventory Filter” enabled on the screen field editor.

• Is a picklist field

   AND

• “Select” is a picklist value.

'(No value)' will appear at the bottom of the picklist for a custom field. Users are able to select '(No value)' and other picklist options as a filter.

If the ‘(No value)’ option is selected, the system only checks Unit Screens for the field’s value.

The ‘(No value)’ filter hierarchy is not checked in the same way other picklist values are, and returns only units where the relevant field is set to “Select” on the Unit Screen.

Calculation logic was applied to the unit listing in Inventory. Users see a calculated field as read-only. Users can see the result of the calculation but are not able to make changes to the field. The system will not show a checkbox for this field on the modify unit details screen.

Required Action: None.

Update: Inventory Link to Client Record

With this update, when a user navigates to the Occupancy tab on the Unit Card in the INVENTORY Dashboard, a “Go to this client record” button is available. Unit Cards are available by clicking on a record in the Inventory list.

If Sharing Settings allow users to see the client profile (Clients Created = Full Shared), the user sees the button regardless of access role/access rights. If Clients Created = Basic Shared or Not Shared, the button will not appear.

If the client is marked Private and the user is unable to see the client’s profile, the button will not appear for the client on the Unit Card.

When Sharing Settings, and Privacy settings allow, the button is available for each occupant. Clicking the button opens the client profile screen in a new browser tab.

Required Action: None.

---

New Clarity Interface Updates

Update: Inventory: Connecting Household Members to Beds (New Clarity Interface)

This update enhances Inventory and Referrals functionality by allowing all household members to be connected to beds without all household members being referred to a Community Queue. 

The update applies to the following new Clarity interface features:

• Community Queue: Reassign 
• Referrals and Client History
• Eligibility Determination: Assessments/Program Assessments/Referrals

Community Queue: Reassign

When reassigning a client on the Community Queue to beds in a unit, users now see a list of household members from the global household. Users can assign each household member to a bed.

This functionality applies:

• To programs where Bed and Unit Management is toggled ON and where Units have Beds enabled. 
• To Coordinated Entry (CE) and non-CE assessments.
• To both standalone/global-level and program-level assessments. 
• To referrals made from any program type.

There is a new section called “Reassign Household Members” and a series of toggles showing each household member associated with the originally referred household member. 

• The toggle for the household member (typically the Head of Household) who is referred to the queue is enabled by default and read-only.

Program-based Assessments

If the referral was made from an assessment completed in a program, there is an “Enrollment” icon next to each household member in the enrollment household for that program. A tooltip for the icon reads:

“Client is enrolled in the Assessing program.”

The Enrollment  icon shows for household members:

• If the enrollment is an individual enrollment only the one person enrolled shows with an Enrollment icon (and is enabled and read-only).
• If non-HOH Household members have separate enrollments in the same program, those enrollments do populate the Enrollment icon.
  • Only those household members enrolled in the specific program enrollment where the assessment was completed/initiated the referral will be indicated with an Enrollment  icon.
• If the assessment completed is a standalone assessment, the Enrollment icon will not show for household members. 

Bed Openings

As the user enables toggles for household members, only openings with the same number of beds or greater as the number of household members enabled shows. Units that have occupied beds show, but the count of available beds is suitable for the number of household members.

• If there are no openings with enough beds a message appears and reads: 
  
  “There are no units with the required number of beds.”
• If the user attempts to toggle on more household members than there are available beds, a warning appears and reads: 
  
  "The Unit has [x] beds available for household members."
• Any beds that are not active, or are offline, will not show in the list. Any beds that the member is not eligible for will not show in their list.
• The user can assign each household member to a bed. Once a bed is assigned to a household member, it does not show in the list for the other household members.
• If there are more beds available than the number of household members, a toggle appears with a label “Set remaining [x] beds to Offline” where x = number of remaining beds.
• If the user does not turn on any of the household member toggles, the single client is referred to the chosen bed and the current logic and workflow remain unchanged. The exception is that the “Set remaining [x] beds to Offline” toggle will show, and the user can choose to set any remaining beds in the unit to “Offline.”
• If the unit already has some beds occupied or some beds with pending occupancy by another household, but some beds are empty, the “Set remaining [x] beds Offline” toggle will not show, and the remaining beds would need to be set offline manually.

Saving a Reassignment

When the reassignment is saved, all beds that are reassigned change status to “Pending Occupancy.”

• If all the beds in the unit are assigned, the unit changes status to “Pending Occupancy.”
• If the user enables the “Set remaining [x] beds to Offline” toggle, any remaining beds in the unit will change status to “Offline.”
• The offline status start date = pending occupancy start date and offline status end date = occupancy end date or date of denial/expiration, if the referral is denied or expired.
• If the occupancy end date is added, then the offline end date is also added as the same date as the occupancy end date.
• If the Head of Household has an occupancy end date and the other household members are still active, the offline end date is set to the end date of the last household member.
• If a bed is offline, the user can manually end the offline status to open the bed, in case someone joins the household and program, and needs to be assigned to a bed.
• If the referral is denied or expired, and the pending occupancy is removed, then the offline beds will become active again.
• “Offline” status for beds is added to the Unit’s Audit Log.
• If the “Set remaining [x]  beds to Offline” toggle is left disabled, the beds remain active, and the unit remains “Available.”

Referrals and Client History

After a referral has been reassigned to the Head of Household and any household members, and assigned a bed, all beds and their assigned household members appear on client history records.

Client History

A new client history item “Pending Unit/Bed Assignment” has been added to the client history record of each household member assigned to a bed, not including the household member who received the referral.

• The start date = reassignment date, the end date = start date of the occupancy, or the denial/expiration date if the referral is denied or expired.
• If the start date is in the future the Pending Bed/Unit Assignment will still show in the client record and a delete icon will be available to those with delete rights.
  • If the user deletes the Pending Bed/Unit assignment from the client record the client is removed from the pending occupancy of the bed. The bed status updates to active.
  • If the user deletes the referral, the Pending Bed/Unit assignment is removed from the client record.

If a client has a pending Unit/Bed assignment to a Unit/Bed through a referral for another household member, they can also receive a referral for themselves to the same program. 

• When one of the referrals is completed, a warning to the user that the other referral is still pending.

If a user tries to add a household member to the household, or remove a household member from the household while the Unit/Bed assignment is pending, a pop-up appears that reads:

“This household has a referral with a Unit/Bed assignment. Please make adjustments through the referral and enrollment as needed.”

Competing Referrals

If a client has a "Pending Unit/Bed Assignment" and then receives a new, separate referral, and a user tries to enroll them from that new referral, the system shows a warning that reads:

 “[Client Name] has a referral to [Program X Unit Y]. Please adjust referral as needed."

If a user tries to add or remove a member from a household that has a pending bed assignment, the system shows a warning that reads:

 "This household has a referral with bed and unit assignment. Please make adjustments through the referral and enrollment as needed."

Referral and Inferred Event Logic

No changes have been made to referral logic or inferred event logic. Referrals and inferred events are still only given to the Head of Household.

Eligibility Determination:  Assessments/Program Assessments/Referrals

With this update, available Unit/Beds for program referrals and potential household members to include appear during eligibility determination. The process is the same for:

• Global Assessments
• Program Assessments
• Referrals

When a user chooses a program for referral during eligibility determination, the Available Units appear within a drop-down that has all available beds listed for that unit. 

For each client, users see a list of household members from their global household under an “Include Group Members” label, with a series of toggles. 

• If the user enables the toggles, only openings with the same number of beds or greater as the number of toggles enabled show.
  • If there are no openings with enough beds, a message appears and reads: 
    
    “There are no units with the required number of beds.”
  • If the user attempts to toggle on more members than there are available beds, a warning appears that reads: 

“The Unit has [x] beds available for household members." 

The user will be unable to toggle on any additional household members.

• For each household member toggled on,  a list of beds shows. Any beds that are not active, or are in “offline” status,  will not show in the list. Any beds where the Household member is not eligible will not show in their list.
• Users can assign each household member to a bed. Once a bed is assigned to a household member, it will not show in the list of beds for the other household members.
• If there are more beds available than the number of household members, a toggle appears with a label “Set remaining [x] beds to Offline?” where “x” = number of beds.
• If the user does not turn on any of the household member toggles, the individual client is referred to the chosen bed and the current logic and workflow remain unchanged.

When the “Make Referral” button is pressed, the assigned beds change status to “Pending Occupancy.” If all beds in the unit are assigned, the unit changes status to “Pending Occupancy.”

• If the “Set remaining [x] beds to Offline?” toggle is enabled,  the remaining beds change status to “Offline,” and the Unit changes Status to “Pending Occupancy.”
• If the “Set remaining[x] beds to Offline?” toggle is left disabled, the remaining beds remain active, and the unit remains “Available.”
• If the unit already has some beds occupied, or are “Pending Occupancy" by another household, and there are some beds left empty, the “Set remaining [x] beds offline?” toggle will not show, and the remaining beds would need to be set to “Offline” manually in the INVENTORY module.

All changes in bed status, as well as which group member beds are assigned to in a unit, are incorporated into the following pages:

• The Units page for Pending Occupancy and Occupied status
• Occupancy History page
• Bed List

After referrals to Units/Beds are made through eligibility determination, the referral page shows all of the assigned beds and their assigned household members.

• There is no change to referral and inferred event logic. Referrals and inferred events are still only given to the Head of Household. The history page for the household members will not show a referral record.
  • There is a new client history item “Pending Unit/Bed Assignment” added to the client history record for each household member assigned to a bed or unit. This record shows the Unit/Bed information. The start date is the referral date, the end date is the start date of the occupancy.

If the referral is denied, the unit and bed statuses all revert to “Available.”

• Changes in bed status, as well as which group member beds are assigned to in a unit, are incorporated into the following pages:
  • The Units page for Pending Occupancy and Occupied status
  • Occupancy History page
  • Bed List.

Required action: None.

Update: Initial Occupancy Information (New Clarity Interface)

With this update, users are able to enroll a client in an INVENTORY-enabled housing program, and set an Initial Occupancy Start Date for an INVENTORY-based unit/bed. 

Overview

When a client is enrolled in a housing program with an applicable project type that is using INVENTORY, “Initial Occupancy Start Date” shows as a separate field on the enrollment screen within a new section titled Initial Occupancy Information.

The applicable project types are:

• Temporary Housing project types:
  • Emergency Shelter – Night-by-Night
  • Emergency Shelter – Entry Exit
  • Transitional Housing
  • Safe Haven
• Permanent Housing project types:
  • PH - Permanent Supportive Housing (disability required for entry)
  • PH - Housing Only
  • PH - Housing with Services (no disability required for entry)
  • PH - Rapid Re-Housing where “Identify RRH subtype” = RRH: Housing with or without services

The  Initial Occupancy Start Date section will show on the enrollment screen if one of the following conditions is true:

• New Enrollment Screen:
  • Program Type is included in the list of applicable project types, and Bed & Unit Management is enabled
  • Manage Units/Beds is enabled
  • Enrollment with referral/bed assignment (even if the program type is not included in the list of applicable project types)
• Enrollment Screen editing
  • Program Type is included in the list of applicable project types, and Bed & Unit Management is enabled
  • Manage Units/Beds is enabled

If the program does not meet the conditions above, the Initial Occupancy Information section will not appear on the enrollment screen.

To review a new Help Center article with details on all functionality, please refer to the Initial Occupancy Information (New Clarity Interface) article. The functionality described in the article will be available on training sites on March 23, 2026, and on production sites on April 6, 2026.

Required Action: None.

Update: Automatically Referred Assessments (New Clarity Interface)

Automatic Referrals to a community queue (or multiple queues, if applicable) are now available in the new Clarity interface. 

Process for Users With the Appropriate Access Rights

When a user with the Refer Directly to Community Queue access right enabled completes an eligible assessment with Automatic Referrals enabled, the system automatically refers the client to the configured Community Queue(s), bypassing the manual selection process.

Instead, the user moves directly to the referral confirmation page.

If the client  already has a Community Queue  referral in one or more  of the configured Community Queues, the user doesn't see the queue(s) on the referral confirmation page.

• If the client already has a Community Queue referral in all of the configured Community Queues, the system redirects the user to the Eligibility page.

On the referral confirmation page, the user has the option to edit the referral date and time and add a note

• If the user adds a note at this step, that note gets applied to all relevant referrals

If the user clicks ‘Save':

• The referral is sent
• The next step/screen appears stating:
• “Nice! You finished this task! Tap the Complete button below to continue.”

The client can be referred to up to 5 queues at the same time, but if the limit is reached and the user attempts to complete an assessment, the system will display a pop-up alert that says: 

“This client has reached the maximum limit for active Community Queue referrals. To proceed, please remove an existing referral from a Community Queue before adding this one.”

The user will see a Confirm button. When the user clicks the “Confirm” button on the pop-up alert, they are navigated back to the Assessment workflow to the Complete page that reads:

“Nice! You finished this task! Tap the Complete button below to continue.”

The following occurs:

• The assessment is completed
• The automatic referral is not made
• The user is redirected to the Eligibility page.

If the user clicks ‘Cancel’:

• A pop-up message displays that reads:
  
  

  “Canceling this page will cancel the automatic referral(s) to the queue(s). Please confirm.”

  • There is a “Cancel” button available:
    
    

    When this is clicked, the pop-up message disappears, and the user returns to the referral confirmation page

  • There is a “Confirm” button available:
    
    

    When this is clicked, the pop-up message disappears, and the automatic referral(s) are not sent to the queue(s). The user is returned to the Client Assessment listing page.

If the user clicks Cancel and the referral wasn't sent to the community queue automatically, a user who has the Refer Directly to Community Queue permission can open the Eligibility page and create a referral to the community queue manually. Please refer to the Assessments Tab: Community Queue Referrals (New Clarity Interface) article for more details.

Process for Users Without the Appropriate Access Rights

If a user without the Refer Directly to Community Queue permission completes an assessment with Automatic Referrals enabled, the system displays a warning banner, and no referrals will be made. The warning message reads:

“Based on your assigned access role permissions, this assessment has not been automatically referred to a queue.”

If the referral wasn’t sent to a queue automatically (the user doesn’t have the needed access right or the user clicked Cancel on the Referral Creating page), a user with Refer Directly to Community Queue permission can open the eligibility page and create a referral to a Community Queue manually. Please refer to the Assessments Tab: Community Queue Referrals (New Clarity Interface) article for more details. 

Required Action: None.

Update: Global Referrals Tab: Open Units (New Clarity Interface)

We’re pleased to announce that the Coordinated Entry Open Units tab is now available on the new Clarity interface. 

The Open Units tab allows users with Looker access to view all of the open units in their programs in one place.

To review a new Help Center article with details on all functionality, please refer to the new Global Referrals Tab: Open Units (New Clarity Interface) article. The functionality described in the article will be available on training sites on March 23, 2026, and on production sites on April 6, 2026.

Required Action: None.

Update: Linking Assessments to Program Enrollments (New Clarity Interface)

With this update, users can link an existing agency-level assessment to an active program enrollment in the new Clarity interface.

From the client’s program enrollment Assessments tab, there is a new action menu option titled “Link from Assessment.” The user can link the assessment:

• If they have an access role that allows them to modify the client program.
• If there is an assessment available to link.

If the user does not have the appropriate access or there is no assessment to link, the user will not see the action menu icon with the option to “Link from Assessment.”

To review a new Help Center article with details on all functionality, please refer to the new Linking Assessments to Program Enrollments (New Clarity Interface) article. The functionality described in the article will be available on training sites on March 23, 2026, and on production sites on April 6, 2026.

Required Action: None.

Update: Client Forms (New Clarity Interface)

We’re excited to announce that with this update, users can access client-related forms in the new Clarity interface.

The user can add, view, and manage forms from the Forms tab in the client’s navigation menu. Forms added at the global-level and the program-level can be found here.

To review a new Help Center article with details on all functionality, please refer to the Working with Forms in the Client Record (New Clarity Interface) article. The functionality described in the article will be available on training sites on March 23, 2026, and on production sites on April 6, 2026.

Required Action: None.

Update:  File Name Updates (New Clarity Interface)

With this update, users have more options for viewing and managing file names in the Files tab and a program enrollment Files tab.

Users can search for and sort by File Name.

The File Name defaults to the original file’s name, as uploaded. 

Required Action: None.

Update: Consent Refused (New Clarity Interface) 

We’re excited to announce that with this update, the new Clarity interface will include Consent Refused functionality. 

Consent Refused functionality allows users to anonymize a client profile when the client refuses to have their information stored in the system.

To review a new Help Center article with details on all functionality, please refer to the Consent Refused (New Clarity Interface) article. The functionality described in the article will be available on training sites on March 23, 2026, and on production sites on April 6, 2026.

Required Action: None.

---

Customer Portal Updates

Update: Login Page and Account Creation Page Updates (Customer Portal)

With this update, two small updates have been made to reduce client user confusion. The Customer Portal login page for client users will read “User Email” instead of “Username.”

When client users are creating a new portal account, the phone number field will include "(Optional)" on the “Phone Number” field.

Required Action: None.

---

Pentaho Reporting Updates

Update: Connecting Household Members to Beds (Pentaho Reports)

The following reports have been updated to align with the new functionality for connecting all household members to beds without having to refer all household members to the Community Queue:

• [UNIT-102(-AD)] Unit Client Detail - Referral
• [UNIT-103(-AD)] Unit Client Detail - Enrollment
• [RFRL-103(-AD)] Referral Statistics - Inbound
• [RFRL-102(-AD)] Referral Outcomes Statistics
• [RFRL-104(-AD)] Referral Statistics - Outbound
• [CLNT-125] Client Summary
• [STFF-104] Staff Client Data Activity

Required Action: None.

---

Data Analysis Updates

Update: Connecting Household Members to Beds (Looker)

A new “Pending Bed Unit Assignment” view has been added to the Inventory Model to support the new functionality for connecting all household members to beds.  The following fields have been added to the “Pending Bed Unit Assignment” view:

View	Label	Description	LookML Field Name
Pending Bed Unit Assignment	Added Date	“The date the record was added"	bed_unit_pending_assignment.added_date
Pending Bed Unit Assignment	Client Full Name	HMIS Data Element 3.01.1	bed_unit_pending_assignment.client_full_name_text
Pending Bed Unit Assignment	Client ID	Unique ID of the Client	bed_unit_pending_assignment.ref_client
Pending Bed Unit Assignment	End Date	“The date the bed/unit reassignment ended by the start date of the occupancy, or the denial or expiration date of the referral."	bed_unit_pending_assignment.end_date
Pending Bed Unit Assignment	Last Updated Date	“The date the record was last updated"	bed_unit_pending_assignment.last_updated_date
Pending Bed Unit Assignment	Start Date	"The date the bed/unit reassignment started."	bed_unit_pending_assignment.start_date

The following fields have been added to the Inventory Model, under the 'Bed Occupancy' view, to support the new Pending Bed Unit Assignment feature attributes. 

View	Label	Description	LookML Field
Bed Occupancy	Pending Bed/Unit Assignment ID	“The unique ID number for the record."	bed_occupancy.bed_unit_pending_assignment
Bed Occupancy	Set Remaining Beds To Offline	“Is the 'Set Remaining [X] Beds To Offline' toggle enabled?"	bed_occupancy.is_remaining_beds_offline

In addition, the “Assignment Method” dimension underneath the “Bed Occupancy” view has been updated to include “HOH Referral Assignment” as an option to identify the new referral assignment method.

Required Action: None.

Updated: Improving Client Form and File Data Reporting (Looker)

The following changes have been made in the Client, Coordinated Entry, and HMIS Performance models to support enhanced Client Form and File data reporting.

The "Client Files" sub-group has been moved from the "Clients" view to its own "Client Files" view.

Form records will no longer be included in client file records.

The following fields have been removed from the "Client Files" view:

• Form Templates Name (client_form_templates.name)
• Form Templates Status (client_form_templates.status)
• File Type (client_files.type)

The fields "Form Template Name" and "Form Template Status" have been aliased in corresponding fields in the "Client Forms" view: "Template Name" and "Template Status." This will not break existing content. 

The field "File Type" has been completely removed.

The following fields have been added to the "Client Files" and "Client Forms" views:

View	Label	Description	LookML Field
Client Files	ID	The ID of the client file record.	client_files.id
Client Forms	Form Link	Direct link to Form in Clarity.	client_forms.file_link
Client Forms	Program Linked Form?	Program linked to Client Form.	client_forms.ref_program
Client Forms	Template Status	The status of the template applied to the client form record.	client_forms.ref_client_form_template_status
Client Forms	User Home Agency ID	The ID of the user's Home Agency who modified the record. This information is collected at the time of the event and may not be the same as the user's current Home Agency.	client_forms.ref_user_home_agency_id
Client Forms	User Home Agency	The name of the user's Home Agency who modified the record. This information is collected at the time of the event and may not be the same as the user's current Home Agency.	client_forms.ref_user_home_agency
Client Forms	File Size (KB)	File Size in Kilobytes.	form_files.filesize_kb
Client Forms	Raw File Name	Name of the file uploaded with extension.	form_files.filename

Required Action: If you use the field “File Type,” updates to existing content where this field is used should be made. A list of content using the following fields can be provided upon request:

• Form Templates Name (client_form_templates.name)
• Form Templates Status (client_form_templates.status)
• File Type (client_files.type)

---

We Welcome Your Ideas

We encourage you to suggest improvements and new features for our products. You can create feature suggestions or vote, watch, and comment on existing suggestions at ideas.bitfocus.com. Refer to our Feature Suggestions article for additional details.  

New and Updated Help Center Resources

We will either update or create the following articles in response to this Clarity Human Services update by EOD, Monday, April 6, 2026. 

Notes:

• Feature updates will be available in all training sites on Monday, March 23, 2026, and in all production sites on Monday, April 6, 2026.

• Links will be added below when articles are published with feature updates information. However, the information detailed on updated or new content may not be "live" in Clarity. If an article is updated or created prior to Clarity "go live" dates noted above, a note will be added to the top of the article.

Updated Articles	New Articles
Global Referrals Tab Overview (New Clarity Interface)	Global Referrals Tab: Open Units (New Clarity Interface)
Introduction to Making Referrals (New Clarity Interface)	Linking Assessments to Program Enrollments (New Clarity Interface)
Icon & Tooltip Glossary (New Clarity Interface)	Working with Forms in the Client Record (New Clarity Interface)
Assessments Tab: Community Queue Referrals (New Clarity Interface)	Consent Refused (New Clarity Interface)
Creating and Managing Program Enrollments (New Clarity Interface)	Initial Occupancy Information
Completing an Assessment from the Client Record (New Clarity Interface)	Initial Occupancy Information (New Clarity Interface)
Community Queue for End Users
Viewing a Referral’s History
The History Tab
Unit Queue for End Users
Creating and Managing Program Enrollments
Direct Referrals from the Assessments Tab
Direct Referrals from the Client Referrals Tab
The Units/Beds Tab
The History Tab (New Clarity Interface)
Referral History (New Clarity Interface)
Client Referrals Tab: Direct Referrals (New Clarity Interface)
Assessments Tab: Direct Referrals (New Clarity Interface)
Assessments Tab: Community Queue Referrals (New Clarity Interface)
Client Record Overview (New Clarity Interface)
Working with Files in the Client Record (New Clarity Interface)
INVENTORY Dashboard
Audit Trails (New Clarity Interface)
INVENTORY: Screens
Configuring the INVENTORY Dashboard
[UNIT-102(-AD)] Unit Client Detail - Referral
[UNIT-103(-AD)] Unit Client Detail - Enrollment
[RFRL-103(-AD)] Referral Statistics - Inbound
[RFRL-102(-AD)] Referral Outcomes Statistics
[RFRL-104(-AD)] Referral Statistics - Outbound

 

Published: 03/16/2026