Managing Client Data in Screens

How Do I Receive Assessment Due Warnings?

 

When a HUD-required Annual Assessment is due in a client record, Clarity Human Services sends a reminder ("Assessment Due Warning") to notify the staff member assigned to the enrollment that the due date is approaching. 

Who Gets Warnings?

Staff members receive Assessment Due Warnings when they are the designated Assigned Staff member for the program enrollment and they have the Assessment Due Warning setting toggled on in their Account Settings. You become assigned to an enrollment automatically when you create the enrollment. The assigned staff member can also be selected manually. You can see if you are the assigned staff member for an enrollment by going into an enrollment and viewing Assigned Staff or checking your Caseload tab.

What If I'm Not Receiving Notifications?

First, ensure that you're the assigned staff member for the enrollment and that the Assessment Due Warning setting is toggled on in your Account Settings. The frequency of an enrollment's Assessment Due Warnings is established when the enrollment is first created. If a different staff member is later assigned to the enrollment, the staff member can update the setting at the enrollment level (see below for more information on updating an enrollment). 

What If I Don't Want to Receive Notifications or Want to Receive Them on a Different Schedule?

You can change the Assessment Due Warning setting for your Caseload in your Account Settings, but this change will only impact enrollments you are assigned to after the change is made. Current client records will remain on the old notification schedule until the end of their enrollments. 

Note: If you create a program enrollment for a client while your Assessment Due Warning is toggled off in your Account Settings, the program enrollment Assessment Due Notification will default to "Off." As long as you are the assigned staff for that particular program enrollment for that one client, you will not receive any Assessment Due Warnings for that client's program enrollment, even if you toggle on the Assessment Due Warning and the Assessment Due Notification after you create the enrollment.


Change Setting for Your Caseload

If you or your System Administrator has toggled on the Assessment Due Warning in your Account Settings, you can change the time frame for when you receive the notification. 

 

The default setting for receiving the notification is 1 Day before the Annual Assessment Due Date, but you can change that time frame to 2 Days, 5 Days, 1 Week, 2 Weeks, or 30 Days if you prefer.

Changing Setting for an Enrollment

You can also change the Assessment Due Warnings at the enrollment level.

 

The Assessment Due Warning is off for this enrollment. To change this setting, click the edit icon.

 

Toggle on Assessment Due Warning and click SAVE CHANGES.

 

Note: If Assessment Due Warning is toggled off for the enrollment, this setting will override the Assessment Due Warning notification setting at the staff-member level.