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.
Overview
The caseload functionality in the new Clarity Human Services interface provides easy access to your active caseload information for a specific agency.
Getting Started
A user’s caseload information is visible on the Clients search page within a specific agency on the right hand side of the page.
Three tabs appear: Active enrollments, Status due, and Case manager. Each tab shows a number, the name of the tab, and an info icon.
Active Enrollments
The Active enrollments tab includes the number of your active enrollments plus an information icon.
Click on the tab to see more details. You will see a list of active client enrollments you have created (or were assigned to), grouped by Client. The client’s Program Name, the client’s Start Date in the program, and the Type of Program are the default columns displayed. A “group” icon will appear if the client is part of a household.
Click on the Client column header to sort the client list alphabetically by last name; click on the Start Date column header to sort the list by the client's Start Date in the program.
Note: Active Caseload management is different from Care Team management. Caseload assignments happen at the program level (during an enrollment or manually after the enrollment), while Care Team assignments happen on the Client Profile page.
To filter the display so that it only shows enrollments for a particular client, type the client’s name into the Search field at the top of the screen and click the search icon.
If the client is part of a household enrollment, the search result will display the name of the Head of Household. More information about the client, including any household member information, can be found by clicking on the down arrow to the left of the client’s name.
Keep in mind that this tab only displays your caseload within a specific agency. If you have additional agency access and don’t see the enrollments you are expecting, make sure you are switched into the correct agency.
Status Due
The Status due tab includes the number of upcoming, due or past due annual assessments and an information icon.
Click the tab to see a list of enrollments in your caseload, grouped by program, for which annual assessments are required. The assessment appears in this list ten days before it is due, and will remain in the list until the assessment is completed.
The Assessment Due date and the Last Status date are displayed. You may use the SEARCH field to filter the list as described above.
More information about the client, including any household member information, can be found by clicking on the down arrow to the left of the client’s name.
Case Manager
The Case manager tab includes the number of Referrals you are assigned to and an information icon.
Click the Case manager tab to see a list of program referrals for whom you have been assigned as the Case Manager .
If your access role permissions allow, you can click on a client’s name to view the referral.
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Published: 03/31/2025