Staff

System Notifications

 

Clarity Human Services sends automated emails to notify users of a variety of system functions. The tables below explain which staff members will receive each type of notification.

Referral Status Notifications

  Staff Member Receiving Notification
Notification Staff Member Who Created
the Referral
Staff Member at Referred-To Program Agency Notification Contact at
Referred-To Agency
Referral Case Manager
New Referral  
Pending Referral
(if a Case Manager is assigned for the referral)
     
Pending Referral
(if a Case Manager is NOT assigned for the referral)
   
Denied Referral
(if a Case Manager is assigned for the referral)
   
Denied Referral
(if a Case Manager is NOT assigned for the referral)
 
Expired Referral      
Re-assigned Referral*    
Updated Referral      
New Referral Note      

*When a referral is re-assigned to a Program, a “New Referral” notification is also sent to the Agency Notification Contact and to the responsible staff member at that Program.

Program/Service Notifications

Notification Staff Member Receiving Notification
Service Item Expiry Warning Staff member designated in the Expiry Warning setting*
Assessment Due Warning (annual assessments only) Staff member assigned to the Enrollment
Program Auto-Exit Staff member assigned to the Enrollment
Program Opening Staff members with Referral Matchmaker Access Rights;
Staff member set as the Program-level contact 
Multiple Openings Staff members with Referral Matchmaker Access Rights

*If you set the Expiry Warning to send a notification 1 Day before the service item End Date, you will not receive a notification unless the End Date is at least 2 days away. 

Data Import Tool/Reports Notifications

Notification Staff Member Receiving Notification
Data Import Successful Staff member importing the file
Data Import Failed Staff member importing the file
Scheduled Report Is Processed Staff member who ran the report

User Notifications

Notification Staff Member Receiving Notification
Reset Password Staff member who clicks the FORGOT PASSWORD link
Disable Inactive Warning Staff member who has not logged in for the number of days established in the Disable Inactive Warning setting
Disable Inactive User Staff member who has not logged in for the number of days established in the Disable Inactive User settings
Force Password Change Reminder Staff members based on the Force Password Change Reminder setting
Account Requires Password Change Staff members based on the Force Password Change setting
One Time Password Notification Staff members who log in to Clarity with enabled 2FA
New Inbox Message Received Staff member who has received a message via the Clarity Inbox