Customer Portal Overview

The Customer Portal provides a secure and efficient method for clients and providers to communicate.

Clients

After creating a Customer Portal account, clients can log in to portal.clarityhs.com to view and update components of their records.

• The Dashboard displays highlighted information, which may include a spotlighted Community Info article, client's most recent location, community queue status, care team assignments, and upcoming appointments.
• The Activity section provides clients with a chronological listing of project enrollments, including agency name, program name, participation start date, and participation end date.
• The Assessments feature allows clients to complete and submit provider-issued assessments directly from their personal device and at their convenience.
• The Calendar screen allows clients to view a list of all provider appointments scheduled through Clarity.
• The Community Info section contains articles with helpful information.
• The Documents section allows clients to upload key documents at any time.
• The Location feature allows clients to share their address or GPS location.
• The Message Center provides a secure communication channel between clients and care team members.
• The Privacy section provides an online resource for easy access and management of Releases of Information (ROIs).
• The Resource Directory provides details on resources available in the area.

Providers

Providers can use Portal-specific buttons on the client profile page to view account details, send messages, or request updated information from the client.

Additionally, an icon on the Launchpad allows messages and requests to be sent to multiple clients at a time.

Please review the following Help Center resources for more information about the Customer Portal:

• Customer Portal: Account Management explains how to invite a client to create an account and how to deactivate the account if needed.
• Customer Portal: Sending Messages and Requests describes how providers can send a message to a client or ask the client to update components of their record.
• Customer Portal: Mass Sending details the steps for sending a message or request to multiple clients at once.
• Customer Portal: Resource Directory describes how providers and clients can search for and view details of resources that are available in their area.
• System Advanced Options: Customer Portal explains how to configure system-wide and CoC-specific settings for the Customer Portal.
• System Advanced Options: Resource Directory explains how to add, edit, and delete Resource Directory and Community Info records.

Published: 02/10/2025