This article is for the new Clarity interface. For the current interface article, please click this link. Screenshots and description will be updated as features are released.
Video Resources
Click play for a brief overview:
Click through for a hands-on experience:
Overview
Staff members search for and create new client records from the Client Search page. Before creating a new client record, staff members should always use the search function to determine whether a record for that client already exists in the system.
Setting the Client Search Page as the Home Screen
The Client Search page can be set as the "home" screen — the screen that an agency's users will see when they log into the system — by selecting "Client Search" for the Default User Home Screen field in an agency's OVERVIEW page; or, if the agency is using a different default home screen, individual staff members can select "Client Search" for the Home Screen Override field in their Account Settings.
Accessing the Client Search Page
To access the Client Search page from anywhere in the system, click “Clients” icon in the upper left corner of the screen.
Records you recently viewed will appear below the search bar. The system retains this list after you log out and will display it when you log back in and view the Client Search screen. You can click a client name in the “recently accessed” section to view the associated client record.
Searching for Clients
To search for a client record that has been entered into Clarity Human Services, enter any of the following into the search field, then press the Enter/Return key or click the magnifying glass icon:
- First name or last name (full or at least first 3 letters)
- Full Unique Identifier
- Full Social Security Number or last 4 digits of Social Security Number
- Date of Birth (e.g. 12/12/1985, 12.12.1985, 12-12-1985)
- Year of birth (e.g. 1985)
You can filter your search data by clicking on the filter icon to the right of the search bar.
The filter options are:
- First Name
- Last Name
- Alias
To search for a client record using one of the new filter options, choose one of the three filters, enter information into the field and click your keyboard’s Enter/Return button or click the arrow icon on the screen.
A list of clients matching your search criteria will be displayed, with columns for Date of Birth and last four digits of the client's Social Security Number. If ROI Status on Client Search Page is enabled, an ROI column will also be included; this column indicates the client’s active ROI permission as "No" or "Yes” or if the ROI is “Missing.”
The following information can be found by clicking the drop-down arrow ⌄ to the left of the client’s name:
- ID
- Alias
- DOB
- SSN (Last four)
- Household Members
- Updated by (Last user)
- Updated on (Date last updated)
To view a client’s record:
- Click anywhere on the highlighted portion of the client’s data row.
- Click the vertical 3-dot icon to navigate directly to the client’s enrollments, services, or program history.
Auto Suggest
Clarity Human Services has an Auto Suggest feature that allows the system to display potential results as you begin typing in the search field. This feature can be enabled by system administrators or by users in Account Settings.
Note: Search results are subject to sharing settings.
Customize your Search Results View
A column selector icon is available that allows a user to add and remove columns from the display.
Each end user can use the column selector to customize their search results view. The user’s selection will save within the user’s browser. The default columns will show if the user uses a new browser. The default columns are:
- Client (Name and Unique Identifier)
- DOB (Date of Birth and Age)
- SSN (Last four digits of the SSN)
- ROI (Release of Information Status)
- Household Members icon (Icon appears if there are household members only; this column is not sortable)
- Housing Status icon (Icon appears if client is housed only; this column is not sortable)
The additional column options are:
- Alias
- Gender
- Race and Ethnicity
- Veteran Status
- Custom fields included on the user’s Client Profile screens based on their agency’s Default Profile screen and user’s Profile Override settings.
The selected "Visible Fields" will show below the Search box on the Clients screen. You can use the dropdown arrow to the left of the client name to see the "Collapsed Fields."
Note: The number of columns for "Visible Fields" correspond to screen size. You can only select as many "Visible Fields" as there are columns showing on the screen. The fields will shift between "Visible Fields" and "Collapsed Fields" based on the screen size and the order you choose for selected fields. Higher priority fields can be moved towards the top of the list to make sure they show on a small screen.
End Users can click the empty checkbox next to a selection to add a column to their search results view or click a checked checkbox next to a selection to remove a column from their search results view. The Client (Name and Unique Identifier) column cannot be removed.
End Users can click and drag the columns within the column selector to reorder them in the search results view.
Creating a New Client Record
If you search for a client record and do not find it in the system, follow the steps in the How Do I Create a New Client Record? article to create a record for that client.
Updated: 04/21/2025