Getting Started
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
- Consent Refused
- Making Client Data Private
- Recovering Deleted Data
- Release of Information (ROI) Overview
- The History Tab
- Personal ID
- Client Profile SSN Validation and Partial SSNs
Services
- Recording and Editing Service Items in the Client Record
- Additional Service Item Settings
- Recording Cross Agency Services
- Linking Service Items and Reservations to Program Enrollments
- How Do I Manage Reservations from the History Tab?
- How Do I Manage Attendance Services from the History Tab?
Entering Client Location Data
- Introduction to Client Location Data
- Location Tab Overview
- Entering Client Location Data for Geolocation Fields
- Entering Data for Geolocation-Enabled Service Items
- Using Basemaps and Map Layers
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
Files, Notes, and Contacts
- Client Contact Tab
- Working with Files in the Client Record
- Working with Forms in the Client Record
- How Do I Create Client Notes?
- How Do I Create a Program Restriction?
- How Do I Create a Public Alert?
Managing Client Data in Screens
- Completing an Assessment in the Client Record
- How Do I Conduct a Follow-Up Assessment?
- How Do I Conduct a Program Status/Annual Assessment?
- How Do I Receive Assessment Due Warnings?
- How Do I Conduct a Current Living Situation Assessment?
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]
The Attendance Module
- Managing Attendance Services in the Attendance Module
- Making and Managing Reservations
- The Passport Standalone Attendance Tool