This article is for the new Clarity interface. Screenshots and descriptions will be updated as features are released.
Overview
The new Clarity interface has specific icons to make items easy to distinguish from one another. Users can hover over icons to view helpful details about available features.
Available Icons & Tooltips
The following Icons and Tooltips are available in the new Clarity interface.
Note: General icons like "Add" or "Edit" that appear in the "All Screens" section, "Client Record Overview" section, and "Global Referrals Tab Overview" section of this article will not appear in the individual "Tab" sections, but they may appear in Clarity Human Services in those tabs.
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Icon |
Icon/Tooltip Name |
Tooltip |
Icon Location |
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Action menu, also known as:
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"Show more actions" |
All Screens: typically on the far right of a screen or section |
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Add |
“Add” |
All Screens: anywhere the “Add” option occurs |
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Arrows/Dropdown | (no tooltip) | All Screens: Anywhere you see this icon, you can click to collapse or expand the section |
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Double Left Arrows | (no tooltip) | All Screens: Anywhere you see this icon, you can click to collapse the section |
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Double Right Arrows | (no tooltip) | All Screens: Anywhere you see this icon, you can click to expand the section |
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Clients |
(no tooltip) |
All Screens: located on the primary navigation menu and visible at all times |
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Column Selector |
"Show/hide fields" |
All Screens: typically paired with a search bar |
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Dark Mode |
"Switch to dark mode" |
All Screens: always visible in the top right corner |
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Date |
(no tooltip) |
Anywhere a Date appears |
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Delete |
“Delete” |
All Screens: anywhere the “Delete” option occurs |
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Edit |
“Edit” |
All Screens: anywhere the “Edit” option occurs |
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Filter |
"Add a filter" |
All Screens: typically paired with a search bar |
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Information |
Note: this icon information changes based on the location found. |
All Screens |
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Light Mode |
"Switch to light mode" |
All Screens: always visible in the top right corner |
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Referrals |
(no tooltip) |
All Screens: located on the primary navigation menu and visible at all times for those with Referrals tab access |
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Search |
"Search" |
All Screens:
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Sort |
"Configure sorting" |
All Screens: typically paired with a search bar |
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Switch versions of Clarity Human Services |
"Open page in the current version of Clarity" |
All Screens: always visible in the top right corner |
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View Audit Log |
(no tooltip) |
Any screen where audit log functionality is available; visibility is dependent on access rights |
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Icon |
Icon/Tooltip Name |
Tooltip |
Icon Location |
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Action menu, also known as:
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"Show more actions" |
All Screens: typically on the far right of a screen or section |
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Add | "Add" | Anywhere the Add icon appears |
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Alert/Warning |
(no tooltip) |
Client record Information box; anywhere an alert or warning appears |
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Alerts Tab | "Alerts" | Client Navigation Menu: Alerts Tab |
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Arrows/Dropdown | (no tooltip) | All Screens: Anywhere you see this icon, you can click to collapse or expand the section |
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Double Left Arrows | (no tooltip) | All Screens: Anywhere you see this icon, you can click to collapse the section |
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Double Right Arrows | (no tooltip) | All Screens: Anywhere you see this icon, you can click to expand the section |
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Assessments Tab | "Assessments" | Client Navigation Menu: Assessments Tab |
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Care Team Tab | "Care Team" | Client Navigation Menu: Care Team Tab |
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Contact Tab | "Contact" | Client Navigation Menu: Contact Tab |
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Delete | "Delete" | Anywhere the Delete icon appears |
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Edit | "Edit" | Anywhere the Edit icon appears |
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Files Tab | "Files" | Client Navigation Menu: Files Tab |
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Forms Tab | "Forms" | Client Navigation Menu: Forms Tab |
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History Tab | "History" | Client Navigation Menu: History Tab |
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Household Tab | "Household" | Client Navigation Menu: Household Tab |
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Information |
Note: this icon information changes based on the location found. |
Anywhere the Information icon appears |
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Location Tab |
"Location" |
Client Navigation Menu: Location Tab |
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Notes Tab | "Notes" | Client Navigation Menu: Notes Tab |
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Note | “Note [formatted note text]” | Contact tab, History tab, Location tab, Notes tab |
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Privacy Tab | "Privacy" | Client Navigation Menu: Privacy Tab |
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Privacy - Private |
Varies depending on screen; example from client profile: “Private Client data is not shared.” |
All Screens within the client record |
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Privacy - Public |
Varies depending on screen; example from client profile: “Public Client data is shared.” |
All Screens within the client record |
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Profile Tab |
"Profile" |
Client Navigation Menu: Profile Tab |
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Programs Tab |
"Programs" |
Client Navigation Menu: Programs Tab |
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Public Alert | "This client has been issued system-wide alerts: [list of alerts]" |
Client information box |
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Referral Connection(s) | (no tooltip) | Programs Tab; Action Menu option on Edit referral details page |
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Referrals Tab |
"Referrals" |
Client Navigation Menu: Referrals Tab |
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Restrictions Tab |
"Restrictions" |
Client Navigation Menu: Restrictions Tab |
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Services Tab |
"Services" |
Client Navigation Menu: Services Tab |
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View Audit Log |
(no tooltip) |
Any screen where audit log functionality is available; visibility is dependent on access rights |
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Icon |
Icon/Tooltip Name |
Tooltip |
Icon Location |
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Analysis Tab | "Analysis" | Global Referrals Tab: Analysis tab |
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Arrows/Dropdown | (no tooltip) | All Screens: Anywhere you see this icon, you can click to collapse or expand the section |
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Double Left Arrows | (no tooltip) | All Screens: Anywhere you see this icon, you can click to collapse the section |
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Double Right Arrows | (no tooltip) | All Screens: Anywhere you see this icon, you can click to expand the section |
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Availability Tab | "Availability" | Global Referrals Tab: Availability tab |
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Community Queue Tab | "Community Queue" | Global Referrals Tab: Community Queue tab |
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Incoming Referrals Tab |
"Incoming Referrals" |
Global Referrals Tab: Incoming Referrals tab |
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Information |
Note: this icon information changes based on the location found. |
Anywhere the Information icon appears |
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Global Referrals Tab |
"Referrals" |
Primary Navigation Menu: Global Referrals tab |
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Open Units Tab |
"Open Units" |
Global Referrals Tab: Open Units tab |
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Outgoing Referrals Tab |
"Outgoing Referrals" |
Global Referrals Tab: Outgoing Referrals tab |
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Snoozed Tab |
"Snoozed" |
Global Referrals Tab: Snoozed tab |
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Unit Queue Tab |
"Unit Queue" |
Global Referrals Tab: Unit Queue tab |
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Icon |
Icon/Tooltip Name |
Tooltip |
Icon Location |
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Alerts Tab |
"Alerts" |
Client Navigation Menu: Alerts tab |
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Note | "Note [formatted note text]" |
Alerts tab |
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Public Alert | "This client has been issued system-wide alerts: [list of alerts]" |
Client record information box |
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Icon |
Icon/Tooltip Name |
Tooltip |
Icon Location |
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Analysis | "Analysis" |
Global Referrals Tab: Analysis tab |
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Icon |
Icon/Tooltip Name |
Tooltip |
Icon Location |
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Add Openings | (no tooltip) |
Program's action menu |
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Availability | "Availability" |
Global Referrals Tab: Availability tab |
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View Openings | (no tooltip) |
Program's action menu |
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Icon |
Icon/Tooltip Name |
Tooltip |
Icon Location |
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Assessments Tab |
"Assessments" |
Client Navigation Menu: Assessments tab |
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Assessment Score |
“[Processor Name]: [score]” repeat: “[Processor Section Name]: [score]” for each section. |
Client record Assessments tab, program's Assessments tab |
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Privacy - Public | "This assessment is currently public" | Client record Assessments tab |
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Privacy - Private | "This assessment is currently private" | Client record Assessments tab |
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Program Connection | “[Program Name], [Agency Name], [Enrollment Date], [Active or Expired enrollment status]” | Client record Assessments tab, program's Assessments tab |
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Referral Connection | "Referral to [Program Name],Sent by [Agency], [Date], [Referral Status] | Program tab |
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Icon |
Icon/Tooltip Name |
Tooltip |
Icon Location |
| Care Team Tab | |||
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Care Team | "Care Team" | Client Navigation Menu: Care Team tab |
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Send Message | "Send Message" | Care Team page; located in action menu for manually added Care Team members |
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Icon |
Icon/Tooltip Name |
Tooltip |
Icon Location |
| Community Queue Tab | |||
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Check-In | (no tooltip) | Community Queue Referral record: Information box |
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Client | (no tooltip) | Community Queue Referral record: Information box |
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Community Queue Tab | "Community Queue" | Global Referrals Tab: Community Queue tab |
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Pending Referral | (no tooltip) | Community Queue Referral record: Information box |
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Referral Alert | (no tooltip) | Community Queue Referral record: Information box |
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Snooze | (no tooltip) | Community Queue Referral record: Action menu |
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Snoozed Referral | (no tooltip) | Community Queue Referral record: Information box |
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Tracked Characteristic |
“Characteristic(s) - [list of applicable tracked characteristics].” |
Community Queue tab, and anywhere a tracked characteristic is found |
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Icon |
Icon/Tooltip Name |
Tooltip |
Icon Location |
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Contact Tab | "Contact" | Client Navigation Menu: Contact Tab |
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Note | “Note [formatted note text]” | Contact tab |
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Privacy - Private | "Public" | Top right corner of the Client contact on the Edit Contact screen |
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Privacy - Public | "Private" | Top right corner of the Client contact on the Edit Contact screen |
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Icon |
Icon/Tooltip Name |
Tooltip |
Icon Location |
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Files Tab | "Files" | Client Navigation Menu: FilesTab |
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File Preview | "Preview" and shows a preview of the file | Files tab, program's Files tab |
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File Preview: PDF | "PDF" and shows the file name | Files tab, program's Files tab |
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Program Connection | “[Program Name], [Agency Name], [Enrollment Date], [Active or Expired enrollment status]” | Files tab, program's Files tab |
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Upload | (no tooltip) | Add File page, Edit File page |
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Icon |
Icon/Tooltip Name |
Tooltip |
Icon Location |
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Assessment/Demographic | "Assessments" or "Demographic" | History tab, and anywhere an assessment is found |
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Expense |
“Expense Date [Service Date], Expense amount [Expense $]” |
History tab, and anywhere an expense is found |
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History Tab |
"History" |
Client Navigation Menu: History Tab |
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Note |
“Note [formatted note text]” |
History tab, and anywhere notes are found |
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Program |
“Program" |
History tab, and anywhere a program is found |
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Program Connection |
“[Program Name], [Agency Name], [Enrollment Date], [Active or Expired enrollment status]” |
History tab, and anywhere a program connection is shown |
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Referral |
"Referral" |
History tab, and anywhere a referral is shown |
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Referral Connection - Enrollments |
“Referral by [Agency] on [Assessment Date]” |
History tab, and anywhere referral connections to enrollments are shown |
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Referral Connection - Assessments (Program Referral) |
Program Referral: “Program Referral, [Agency Name] referral to [Agency Name], [Referral Date], [Active or Expired referral status]” |
History tab |
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Referral Connection - Assessments (Community Queue Referral) |
Community Queue Referral: “Community Queue Referral, [Agency Name] referral to Community Queue, [Referral Date], [Active or Expired referral status]” |
History tab |
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Service |
"Service" |
History tab, and anywhere a service is shown |
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Tracked Characteristic |
“Characteristic(s) - [list of applicable tracked characteristics].” |
History tab, and anywhere a tracked characteristic is found |
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Icon |
Icon/Tooltip Name |
Tooltip |
Icon Location |
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Head of Household |
"Head of Household" |
Household tab |
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Household Tab |
"Household" |
Client Navigation Menu: Household tab |
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Icon |
Icon/Tooltip Name |
Tooltip |
Icon Location |
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Check-In | (no tooltip) | Incoming Referral record: Information box |
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Client | (no tooltip) | Incoming Referral record: Information box |
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Completed Status |
(no tooltip) |
Referral Status column; Incoming Referral record: Information box |
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Denied Status |
(no tooltip) |
Referral Status column; Incoming Referral record: Information box |
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Expired Status |
(no tooltip) |
Referral Status column; Incoming Referral record: Information box |
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Incoming Referrals Tab |
"Incoming Referrals" |
Global Referrals Tab: Incoming Referrals tab |
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Pending Status | (no tooltip) | Referral Status column; Incoming Referral record: Information box |
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Pending - In Process Status | (no tooltip) | Referral Status column; Incoming Referral record: Information box |
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Referral Alert | (no tooltip) | Incoming Referral record: Information box |
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Tracked Characteristic |
“Characteristic(s) - [list of applicable tracked characteristics].” |
Incoming Referrals tab, and anywhere a tracked characteristic is found |
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Icon |
Icon/Tooltip Name |
Tooltip |
Icon Location |
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Add Location |
"Add Location" |
Add Client Location page |
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Copy |
"Copy to the Clipboard" |
Edit Client Location page |
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Current Location | "Current Location" | Location tab |
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Edit Location |
"Edit Location" |
Edit Client Location page |
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Field Interaction | (no tooltip) | Location tab |
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Location | (no tooltip) | List of locations, location map |
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Location Photos | "This address has photos" | Location Tab |
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Location Tab | "Location" | Client Navigation Menu: Location Tab |
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Note | "Note [formatted note text]" | Location tab |
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Privacy - Private | "Private" | Top right corner of the location on the Edit Client Location screen |
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Privacy - Public | "Public" | Top right corner of the location on the Edit Client Location screen |
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Status (HOUSED or SHELTERED) | "Client is marked [Status] on Outreach map since [Status date]" | Location tab |
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Icon |
Icon/Tooltip Name |
Tooltip |
Icon Location |
| Notes Tab | |||
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Note | "Note [formatted note text]" | Notes tab, program's Notes tab, Contact tab, History tab, Location tab |
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Notes Tab | "Notes" | Client Navigation Menu: Notes Tab |
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Privacy - Private | "Private, client data is not shared" | Top right corner of the Client Note on the Edit Note screen |
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Privacy - Public | "Public, client data is not shared" | Top right corner of the Client Note on the Edit Note screen |
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Icon |
Icon/Tooltip Name |
Tooltip |
Icon Location |
| Outgoing Referrals Tab | |||
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Check-In | (no tooltip) | Outgoing Referral record: Information box |
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Client | (no tooltip) | Outgoing Referral record: Information box |
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Completed Status | (no tooltip) | Referral Status column; Outgoing Referral record: Information box |
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Denied Status | (no tooltip) | Referral Status column; Outgoing Referral record: Information box |
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Expired Status | (no tooltip) | Referral Status column; Outgoing Referral record: Information box |
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Outgoing Referrals | "Outgoing Referrals" | Global Referrals Tab: Outgoing Referrals tab |
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Pending Status | (no tooltip) | Referral Status column; Outgoing Referral record: Information box |
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Pending - In Process Status | (no tooltip) | Referral Status column; Outgoing Referral record: Information box |
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Referral Alert | (no tooltip) | Outgoing Referral record: Information box |
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View Audit Log |
(no tooltip) |
Any screen where audit log functionality is available; visibility is dependent on access rights |
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Icon |
Icon/Tooltip Name |
Tooltip |
Icon Location |
| Privacy Tab | |||
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"View PDF" | Privacy tab | |
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Permission=No | (no tooltip) | Privacy tab |
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Permission=Yes | (no tooltip) | Privacy tab |
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Privacy Tab | "Privacy" | Client Navigation Menu: Privacy tab |
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Icon |
Icon/Tooltip Name |
Tooltip |
Icon Location |
| Programs Tab | |||
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Alert/Warning |
Information changes based on type of alert |
Program's information box |
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Assessments Tab |
(no tooltip) |
Program's Assessments tab |
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Assessment Score |
“[Processor Name]: [score]” repeat “[Processor Section Name]: [score]” for each section. |
Program's Assessments tab |
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Assigned Staff Tab | (no tooltip) | Program's Assigned Staff tab |
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Events Tab | (no tooltip) | Program's Events tab |
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Exit Tab | (no tooltip) | Program's Exit tab |
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File Preview | "Preview," also shows a preview of the file | Program's Files tab |
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Files Tab | (no tooltip) | Program's Files tab |
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Forms Tab | (no tooltip) | Program's Forms tab |
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Group Tab | (no tooltip) | Program's Group tab |
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History Tab | (no tooltip) | Program's History tab |
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Home Tab | (no tooltip) | Program's Home tab |
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Group Enrollment | "Group enrollment" | Program's information box |
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Individual Enrollment | "Individual enrollment" | Program's information box |
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Note | “Note [formatted note text]” | Program's Notes tab |
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Notes Tab | (no tooltip) | Program's Notes tab |
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Privacy - Private | "Private" | Top right of the screen when viewing program details |
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Privacy - Public | "Public" | Top right of the screen when viewing program details |
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Program Connection | “[Program Name], [Agency Name], [Enrollment Date], [Active or Expired enrollment status]” | Program's Assessments tab, program's Files tab |
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Programs Tab | "Programs" | Client Navigation Menu: Programs tab |
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Referral Connection - Enrollments | “Referral by [Agency] on [Assessment Date]” | Programs tab |
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Restrictions | (no tooltip) | Program's information box |
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Services Tab | (no tooltip) | Program's Services tab |
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Icon |
Icon/Tooltip Name |
Tooltip |
Icon Location |
| Referrals Tab | |||
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Check-In | (no tooltip) | Referral record: Information box |
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Completed Status |
(no tooltip) |
Referral Status column; Referral record: Information box |
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Denied Status |
(no tooltip) |
Referral Status column; Referral record: Information box |
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Expired Status |
(no tooltip) |
Referral Status column; Referral record: Information box |
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Note | “Note [formatted note text]” | Referrals tab |
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Pending Status | (no tooltip) | Referral Status column; Referral record: Information box |
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Pending - In Process Status | (no tooltip) | Referral Status column; Referral record: Information box |
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Referral Alert | (no tooltip) | Referral record: Information box |
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Referral Connections | (no tooltip) | Action Menu option on Edit referral details page |
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Referrals Tab |
"Referrals" |
Client Navigation Menu: Referrals Tab |
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Tracked Characteristic |
“Characteristic(s) - [list of applicable tracked characteristics].” |
Referrals tab, and anywhere a tracked characteristic is found |
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View Audit Log |
(no tooltip) |
Any screen where audit log functionality is available; visibility is dependent on access rights |
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Icon |
Icon/Tooltip Name |
Tooltip |
Icon Location |
| Restrictions Tab | |||
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Permanent Restriction | "This is a permanent restriction (no end date)" | Visible on a Restriction record that does not have an end date |
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Restrictions | "Restrictions" | Client Navigation Menu: Restrictions tab |
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Icon |
Icon/Tooltip Name |
Tooltip |
Icon Location |
| Services Tab | |||
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Expense | "This service has expenses associated with it" | Services tab |
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Program Connection | "This service was added via a program enrollment" | Services tab |
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Services Tab | (no tooltip) | Client Navigation Menu: Services tab |
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Icon |
Icon/Tooltip Name |
Tooltip |
Icon Location |
| Snoozed Tab | |||
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Client | (no tooltip) | Referral record: Information box |
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Note | “Note [formatted note text]” | Referral record |
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Referral Alert | (no tooltip) | Referral record: Information box |
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Snoozed Tab | "Snoozed" | Global Referrals Tab: Snoozed tab |
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Unsnooze | (no tooltip) | Snoozed Referral record: action menu |
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View Audit Log |
(no tooltip) |
Any screen where audit log functionality is available; visibility is dependent on access rights |
Updated: 02/20/2026