Clarity Human Services: 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
- Client Profile SSN Validation and Partial SSNs
- Consent Refused
- Making Client Data Private
- Personal ID
- Recovering Deleted Data
- Release of Information (ROI) Overview
- The History Tab
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
Recording and Managing Referrals in the Client Record
- Introduction to Making Referrals
- Updating the Status of a Referral
- Viewing a Referral's History
- Referral Details Glossary
- Direct Referrals from the Client Referrals Tab
- Direct Referrals from the Assessments Tab
- Referral Connections
- Using the VI-SPDAT [V3] and VI-F-SPDAT [V3]
- Matching to Appropriate Placement (MAP) Assessment