Note: The Customer Portal is currently only available to customers participating in our early access program. If you don't currently have the Customer Portal enabled and would like to learn more, please contact your account manager.
Overview
The Customer Portal is a fully WCAG-compliant communication tool. Providers can send messages and requests directly to clients, and clients can complete documentation and answer questions any time without having to meet their Care Team in person.
Clients
After creating a Customer Portal account, clients can log in to portal.clarityhs.com to view and update components of their records.
On the left side of the Customer Portal account, the following tabs are available:
- 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 Referrals section provides information on pending program referrals.
- The Resource Directory provides details on resources available in the area.
On the right side of the Customer Portal account, the following widgets are available:
- The HOUSEHOLD widget shows the current household configuration for the client.
- The CARE TEAM widget shows each Care Team member’s agency and program (if the Care Team member is the Assigned Staff for a client’s enrollment) listed beneath the Care Team member’s name.
- The Portal user can click on their Care Team member’s name and send them a message through the Portal. When the Portal user clicks on their Care Team member’s name in the right sidebar on the dashboard or in the right sidebar on the client profile page, a pop-up appears with message options.
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If the Care Team member does not have ‘Allow Client Initiated Contact’ enabled in their user account in Clarity, there is no ‘Send Message’ button.
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- The Portal user can click on their Care Team member’s name and send them a message through the Portal. When the Portal user clicks on their Care Team member’s name in the right sidebar on the dashboard or in the right sidebar on the client profile page, a pop-up appears with message options.
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: Calendar explains how to use the Calendar feature to create and manage appointments on the Customer Portal.
- 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.
- Customer Portal: Agency-Level and User-Level Settings describes how system administrators can enable customer portal access for agencies and how users can adjust their customer portal visibility.
Updated: 12/01/2025