We're excited to introduce a new Clarity Human Services interface, maintaining its ease of use and paving the way for future enhancements.
Introduction
We're excited to introduce a new Clarity Human Services interface, maintaining its ease of use and paving the way for future enhancements.
This toolkit includes:
- Recommended rollout phases
- Actions and key decisions
- Resources to support you
Use what fits your community's needs and skip the rest. Questions? Reach out to us!
Recommended rollout phases:
- Get familiar with the new interface
- Identify your user groups
- Plan communications
- Set your timeline
- Update training materials
- Pilot the rollout
- Evaluate success
Now, let's dive into the new interface...
Should I use the new interface?
We know how vital Clarity Human Services is to your community, and we want your users to have the best experience. Our new interface offers:
Top-notch user experience:
- Modern, confidence-inspiring design
- Fewer clicks with information up front
- Mobile-first access on any screen
- Fully 508 compliant
Super-responsive infrastructure:
- Latest technologies for speed and reliability
- Modular design for consistent updates
- API-based for easier growth and integration
What’s included in the new interface?
The September launch focuses on the client module, including:
- Client search, enrollment, and exits
- Adding clients, ROIs, services, notes, and assessments
- Managing households
New features will be added as part of our regular release schedule.
Don’t worry, you’re in the driver’s seat.
You choose when to enable the interface and who can use it. Until then, nothing changes. Once enabled, users can switch between the old and new interfaces with a click.
Ready to get started? Let’s go!
Step 1: Get familiar with the new interface
-
Watch the demo:
Start with our 15-minute recording to walk through the key changes in Clarity Human Services.
-
Enable the interface:
Try it out in your live or training site without affecting other users.
-
Explore the layout:
Get comfortable with the new design and features by following the practice steps below.
Resources:
Practice:
Use your training site to get hands-on experience with common tasks:
- Search for a client
- Add a new client
- Add a family member
- Enroll a client
- Add a family member to an enrollment
- Provide a service to a client
- Provide an assessment to a client
- Exit a client
Use the pop-out icon to switch between the old and new interfaces as needed.
Step 2: Identify your user groups
-
Map user groups:
Use the User Mapping Tool to identify groups affected by the new interface.
-
Select your pilot group:
Choose a user group to pilot the new interface.
Resources:
Remember:
- Focus on users involved with the client module, like program staff who enroll clients and provide services. Others, like reporting staff, may not be impacted initially.
- Consider which users will benefit most from the new features, who are likely to champion the change, and who might need more support.
- Starting with one group will help you refine your approach for a wider rollout.
Step 3: Plan communications
-
Draft your communication plan:
Outline what, when, and how you'll communicate with users. -
Create communication materials:
Develop emails, presentations, and other resources to inform your community.
Remember:
- Effective communication is crucial for user engagement during the rollout.
- Use the template to define methods (e.g., meetings, newsletters) and timelines.
- Draft clear messages to keep users informed and supported throughout the transition. Our sample resources can help!
Step 4: Set your timeline
-
Establish your timeline:
Use the Timeline Planner to set key milestones to determine the best timeline for your pilot group
Resources:
Remember:
- You have full control over when users access the new interface.
- Choose a timeline that fits your community's needs. For example, outreach workers might benefit from an immediate switch, while others may prefer to wait until after key deadlines.
Step 5: Update training materials
-
Develop a training plan
Empower your users with the tools to make the transition a success
-
Create and update training materials
Our Help Center, demos, and screenshot library are here to make your training shine
Resources:
Choose your training path:
Train users shortly before they access the new interface. You may wish to provide direct training, or use your training site to provide users with self-guided options. Here are some suggestions for approach:
|
Direct Training |
Self Guided |
|
Provide users with an electronic document or website that:
|
Step 6: Pilot the rollout
-
Implement your plan:
Follow your rollout timeline
Roll It Out:
You’re ready! With your plan, communication strategy, and training materials in place, start by piloting the new interface with one user group.
Why Pilot?
- Test with a small group first to gather feedback and adjust as needed. This ensures any issues impact the fewest users possible.
Key Steps:
- Execute your communication plan.
- Train your pilot group.
- Enable the new interface for them.
Remember:
This is an exciting milestone, but change can be challenging. Keep communication open and check in regularly with your users!
Step 7: Evaluate success
-
Check in:
Gather feedback from your pilot group
Resources:
As your pilot group gets comfortable, assess their experience:
- Any changes to the roll out process?
- Did they feel supported?
- Suggestions for the next group?
You can collect this feedback through discussions or surveys. Use the insights to fine-tune your plan for the next rollout.
Wrap Up
Congratulations on getting to this point! Still have questions?
- To report issues, contact support@bitfocus.com.
- To make suggestions for Clarity Human Services, visit ideas.bitfocus.com.
- For feedback on the new interface, please share it with your account manager.
Updated: 09/18/2024