This article is for the new Clarity interface. Screenshots and descriptions will be updated as features are released.
Overview
The new Clarity Human Services interface was designed to be easy to use and pave the way for future enhancements. The client record contains the tools to collect and manage data used for reporting, case management, and coordinated care.
This article contains the following sections:
Note: The tabs and sections available to each end user are determined by the community's system administrator. Each section seen in the screenshot above may not be available to all end users. If you think you are missing a section necessary for your workflow, please reach out to your system administrator or agency contact.
Client Information Bar
The client record includes an information bar at the top that is visible at all times while you are working in that client's record.
Client Name and Initials/Photo
The left side of the information bar displays the client's name and either their initials or a client photo.
Adding a Profile Photo
When the user hovers over the client’s photo (or initials, if there is no current photo), they see a camera icon in the top right corner of the image/initials.
When the user clicks on the camera icon, the Add a Photo page opens and the user sees two options:
- Upload Photo
- Capture Photo
After the user completes the steps to add a photo and returns to the client profile page, they will see that the photo has replaced the initials of the client.
For more information on how to add a profile photo to the client record, please refer to the How Do I Create a New Client Record? article.
Client Alerts or Warnings
The right side of the information bar may occasionally change if the client has an alert or warning. If you do not see any additional information, there are no current client alerts or warnings available to view based on your access rights.
The right side of the information bar changes but will always include a privacy icon, an information icon, and a drop-down arrow.
Each item on the right side of the information bar is described below and/or has a link to a standalone article.
Drop-down Arrow
An end user can click the drop-down arrow (⌄) to reveal the client’s Unique Identifier (UID), Personal ID, and more.
Refer to our Personal ID article for more information on how it is used to identify duplicate client records. Information about managing demographic information can be found in this article. Click here to jump to the section.
Note: The information available in the information bar drop-down depends on the end user's access rights. The information visible in the screenshot above may not be available to all users. Please refer to the Rights Glossary for Access Roles article for more information on access rights.
Privacy
The privacy icon on the information bar indicates if the client record is public or private.
Please refer to the Making Client Data Private article for more information on privacy management.
Information Icon
The information icon has a tooltip that reads "Show/hide client details." Clicking on the information icon will either hide or show the Client Details sections.
Client Alerts and Warnings
Client alert and warning banners will appear in the information bar for end users with the appropriate access. They will remain visible until either the alert or warning expires or the end user adds any missing information that generated the alert or warning.
No Contact Information
This warning will appear for end users with the appropriate access if the client has a pending referral, but no contact information is available.
End users with the access rights to manage contact information can click on the warning to jump to the contact tab and manage the client's contact information. Please refer to the Client Contact Tab article for more information.
Public Alert
For clients with a Public Alert, a warning will be visible to users with the appropriate access to view public alerts. There is a count badge to indicate the number of alerts for the client.
When a user with the appropriate permissions to view alerts hovers over the public alert, a list of alerts for the client will be displayed, with drop-down arrows available with more information. When the user with the appropriate permissions clicks on the public alert, they are redirected to the Alerts tab. Please refer to the How Do I Create a Public Alert? article for more information.
ROI Missing/ROI Expires Soon
For clients who are missing a Release of Information (ROI) or whose ROI is about to expire, a warning will appear.
End users with the appropriate permissions to view or manage the ROI will be redirected to the Privacy tab when they click on the warning. Please refer to the Release of Information (ROI) Overview article for more information.
Client Navigation Menu
The client navigation menu on the left side of the client record is always available so you can easily move from one tab to another. You can collapse the tabs with the double arrow at the bottom of the list of tabs, but continue to move from one tab to another by clicking on the tab icons.
The information visible in the center of the client record depends on the tab you click on the navigation menu.
Each tab on the client navigation menu is described below or has a link to a standalone article.
Profile
The Profile tab contains core and general client data. When the user clicks the profile tab, several indicators indicate which screen they are currently on.
The fields displayed on the client profile screen are based on the Client Profile screen assigned to the agency (or based on the Client Profile screen assigned to the staff member, if a system administrator has used the Profile Override setting to assign a Client Profile screen other than the Agency Default to that staff member).
Client profile data can be edited here, and system administrators can view the audit log for changes to client profile data.
Signature Fields on the Profile Screen
If a System Administrator has added a core or custom signature field to the profile screen, users can collect a signature on the profile screen.
- The field can be signed via a cursor or an electronic signature pad
- When the user views the field, there is an empty box for the signature and an X icon visible
- Once a signature is added, the checkmark icon appears, and the user can apply the signature by clicking the checkmark icon or reset the signature by clicking the X icon
- Tooltips show when the user hovers over the checkmark icon (Apply signature) and X icon (Reset signature)
- Depending on where the user or client is signing, move to the next field on the screen or click Save & Next to save the screen and move forward in their workflow.
Privacy
The Privacy tab contains the Release of Information (ROI) history and the Add icon for adding new ROIs.
Please refer to the Release of Information (ROI) Overview article for more information.
Household
The Household tab includes household member history and the ability to add household members and manage household members for the global household.
Please refer to the How Do I Create a Household and Manage Members? article for more information.
Note: For information on managing program-based household information, please refer to the Creating and Managing Program Enrollments article.
History
The History tab is the "central hub" of the client record. It includes a complete history of service items, program enrollments, referrals, reservations, assessments, and Coordinated Entry Events recorded in a client record.
Please refer to The History Tab article for more information.
Programs
The Programs tab includes program enrollment history and the ability to add and manage program enrollments.
Please refer to the Creating and Managing Program Enrollments article for more information.
Services
The Services tab includes service history and the ability to add and manage services.
Please refer to the Recording and Editing Service Items in the Client Record article for more information.
Assessments
The Assessments tab includes assessment history and the ability to add and manage assessments.
Please refer to the Completing an Assessment in the Client Record article for more information.
Care Team
The Care Team tab includes all Assigned Staff from the client's active program enrollments, as well as any staff members manually added to the team who are involved in the client's care but aren't on the Assigned Staff list.
Please refer to the Care Team article for more information.
Notes
The Notes tab includes note history and the ability to add and manage notes.
Please refer to the How Do I Create Client Notes? article for more information.
Alerts
The Alerts tab is a feature of the new Clarity interface only; it does not exist as a standalone tab in the current interface. This tab includes public alert history and the ability to add and manage public alerts.
Please refer to the How Do I Create a Public Alert? article for more information.
Files
The Files tab includes file history and the ability to add and manage files.
Please refer to the Working with Files in the Client Record article for more information.
Contact
The Contact tab includes contact history and the ability to add and manage contact information.
Please refer to the Client Contact Tab article for more information.
Location
The Location tab includes client location history and the ability to add and manage location information.
Please refer to the Location Tab Overview article for more information.
Referrals
Users can click the Referrals tab to view the client's referral history. Referral details, along with any relevant icons and tooltips, are displayed in the default view.
Please refer to the Client Referrals Tab Overview article for more information.
Restrictions
Users can view, add, edit, or delete restrictions in the Restrictions tab if their Access Rights and their agency’s Notes Sharing Settings permit.
Please refer to the Program Restrictions article for more information.
Client Details Widgets
On the right side of the client record are the Client Details widgets, which provide a summary of client information. Each widget contains a circle with a number indicating how many items can be viewed when the end user clicks the drop-down arrow.
Each widget is described below and has a link to a standalone article.
Program Referrals
The Program Referrals widget will only appear if the client has a program referral. This widget shows the number of active, pending program referrals for the client. When you click the drop-down arrow to expand the widget, the program and agency names will appear. If you click on the arrow to the right of the agency name, you will jump to the program referral.
Click on the drop-down arrow next to the community queue name for more information.
Please refer to the Client Referrals Tab Overview article for more information.
Community Queues
The Community Queues widget will only appear if the client has a referral to a community queue. This widget shows any community queues where the client has a pending referral. When you click the drop-down arrow to expand the widget, the community queue name(s) will appear. If you click on the arrow to the right of the community queue name(s), you will jump to the community queue referral.
Click on the drop-down arrow next to the community queue name for more information.
Please refer to the Global Referrals Tab: Community Queue article for more information about community queue referrals.
Household
The Household widget shows the number of clients currently in the same household at the global level. When you click the drop-down arrow to expand the widget, the name, member type, and unique identifier of each household member will show. A star icon indicates the Head of Household.
When you click the drop-down arrow next to a household member's name, more information will show.
When you click on the arrow icon next to a household member's name, you will be redirected to that client's client record.
Please refer to the How Do I Create a Household and Manage Members? article for more information about global household management.
Active Programs
The Active Programs widget includes the number of active programs for the client. When you click the drop-down arrow to expand the widget, the program and agency names will appear.
When you click on the drop-down arrow next to a program name, more information will show.
If you click on the arrow to the right of the program name, you will jump to that program's enrollment record.
Please refer to the Creating and Managing Program Enrollments article for more information about creating programs.
Active Services
The Active Services widget includes the number of active services for the client. When you click the drop-down arrow to expand the widget, the service name and the service item name will appear.
When you click on the drop-down arrow next to a service name, more information will show.
If you click on the arrow to the right of the service name, you will jump to that service's record.
Please refer to the Recording and Editing Service Items in the Client Record article for more information.
Recent Services
The Recent Services widget includes the number of recent services for the client. When you click the drop-down arrow to expand the widget, the service name and the service item name will appear.
When you click on the drop-down arrow next to a service name, more information will show.
If you click on the arrow to the right of the service name, you will jump to that service's record.
Please refer to the Recording and Editing Service Items in the Client Record article for more information.
Active Contacts
The Active Contacts widget displays the client's active contacts. When you click the drop-down arrow to expand the widget, contact details will show.
When you click on the drop-down arrow next to a contact, more information will show.
Please refer to the Client Contact Tab article for more information.
Care Team
The Care Team widget includes Care Team information for the client. When you click the drop-down arrow to expand the widget, more details will show.
When you click on the drop-down arrow next to a contact, the Care Team member's agency will show.
Please refer to the Care Team article for more information.
Options to Refine Search Results
Each client's record includes multiple options to refine and view search results: a Search bar, Filters, Sorting, and a column selector.
Search Bar
Users can use the search bar to find client records. A search bar is available in the History, Assessments, Files, Forms, Location, Referrals, and Restrictions tabs.
Filters
Filters are available to narrow search results. Filters are available in the History, Files, Forms, Location, Referrals, and Restrictions tabs.
Sorting
Dynamic sorting options allow for multiple layers of sorting logic. Sorting is available in the Files tab.
Column Selectors
Column Selectors are available throughout the new Clarity interface to support a customized view.
Many tabs in the client navigation menu contain column selectors. When a user sees a column selector, they can click it to view the fields available for customizing their view. The user will see a search bar, the default (or currently selected) fields in the Visible Fields section, the available fields in the Available Fields section, and a section to add fields that will collapse on the screen in the Collapsed Fields section.
Fields in the Visible Fields section with a lock icon cannot be moved or removed.
Clicking a checkbox next to an Available Field will add the field to the Collapsed Fields section. The user can use a “drag & drop” feature to move the field into the Visible Fields section to display it on the screen. Users can also drag a Visible Field to the Collapsed Field section. Any field with a checkmark can be moved between the Visible Fields and Collapsed Fields sections.
To remove a field from the Collapsed Fields or Visible Fields section, click the checkbox next to the field to clear the check; this moves the field to the Available Fields section.
Any field in the Collapsed Field section can be seen by clicking on the drop-down arrow on the page where you are working.
The selections made in the column selector are saved in the user’s browser and determine what they see the next time they view that screen.
Note: If the user uses a different browser to access Clarity, they will see the default view.
Audit Logs
System administrators with audit log access rights can click on an action menu icon, and a pop-up will appear that reads "View Audit Log." Click the View Audit Log button to open the audit log screen.
Please refer to the Audit Trails article for more information.
Icons & Tooltips
|
Icon |
Icon/Tooltip Name |
Tooltip |
Icon Location |
|
|
Action menu, also known as:
|
"Show more actions" |
All Screens: typically on the far right of a screen or section |
|
Add | "Add" | Anywhere the Add icon appears |
|
Alerts Tab | "Alerts" | Client Navigation Menu: Alerts Tab |
|
Alert/Warning |
(no tooltip) |
Client record Information box; anywhere an alert or warning appears |
|
Double Left Arrows | (no tooltip) | Anywhere you see this icon, you can click to collapse the section |
|
Double Right Arrows | (no tooltip) | Anywhere you see this icon, you can click to expand the section |
|
Dropdown Arrow: Collapse | (no tooltip) | Anywhere you see this icon, you can click to collapse or expand the section |
|
Dropdown Arrow: Expand | (no tooltip) | Anywhere you see this icon, you can click to collapse or expand the section |
|
Link Arrow | Varies depending on screen; example from Program Referrals widget: “Go to this referral” | Anywhere you see this icon, you can click to jump to the record indicated |
|
Assessments Tab | "Assessments" | Client Navigation Menu: Assessments Tab |
|
Care Team Tab | "Care Team" | Client Navigation Menu: Care Team Tab |
|
Column Selector |
"Show/hide fields" |
All Screens: typically paired with a search bar |
|
Contact Tab | "Contact" | Client Navigation Menu: Contact Tab |
|
Date |
(no tooltip) |
Anywhere a Date appears |
|
Delete | "Delete" | Anywhere the Delete icon appears |
|
Edit | "Edit" | Anywhere the Edit icon appears |
|
Files Tab | "Files" | Client Navigation Menu: Files Tab |
|
Filter |
"Add a filter" |
All Screens: typically paired with a search bar |
|
Forms Tab | "Forms" | Client Navigation Menu: Forms Tab |
|
History Tab | "History" | Client Navigation Menu: History Tab |
|
Household Tab | "Household" | Client Navigation Menu: Household Tab |
|
|
Information |
Varies depending on screen |
Anywhere the Information icon appears |
|
|
Location Tab |
"Location" |
Client Navigation Menu: Location Tab |
|
Notes Tab | "Notes" | Client Navigation Menu: Notes Tab |
|
Note | “Note [formatted note text]” | Contact tab, History tab, Location tab, Notes tab |
|
Permanent Restriction | "This is a permanent restriction (no end date)" | Visible on a Restriction record that does not have an end date |
|
Privacy Tab | "Privacy" | Client Navigation Menu: Privacy Tab |
|
Privacy - Private |
Varies depending on screen; example from client profile: “Private Client data is not shared.” |
All Screens within the client record |
|
|
Privacy - Public |
Varies depending on screen; example from client profile: “Public Client data is shared.” |
All Screens within the client record |
|
|
Profile Tab |
"Profile" |
Client Navigation Menu: Profile Tab |
|
|
Programs Tab |
"Programs" |
Client Navigation Menu: Programs Tab |
|
|
Public Alert | "This client has been issued system-wide alerts: [list of alerts]" |
Client information box |
|
|
Referrals Tab |
"Referrals" |
Client Navigation Menu: Referrals Tab |
|
|
Restrictions | "Restrictions" | Client Navigation Menu: Restrictions tab |
|
|
Restrictions Tab |
"Restrictions" |
Client Navigation Menu: Restrictions Tab |
|
|
Search |
"Search" |
All Screens:
|
|
|
Services Tab |
"Services" |
Client Navigation Menu: Services tab |
|
|
Sort |
"Configure sorting" |
All Screens: typically paired with a search bar |
|
|
View Audit Log |
(no tooltip) |
Any screen where audit log functionality is available; visibility is dependent on access rights |
Please refer to the Icon & Tooltip Glossary article for the full list of icons and tooltips available in the new Clarity Human Services interface.
Updated: 03/26/2026