The History Tab (New Clarity Interface)

This article describes the details in a client's HISTORY tab: service items, program enrollments, referrals, reservations, assessments, and CE Events.

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:

Overview

The HISTORY tab is the "central hub" of the client record. It includes a complete history of the service items, program enrollments, referrals, reservations, assessments, and Coordinated Entry Events that have been recorded in a client record. Additional details of historical items can be viewed and edited from the HISTORY tab.

Note: The items you see on the HISTORY tab depend on the sharing and access role settings established by your system administrator.

Getting Started

To access the client record's historical items, click the History tab in the client record.

The following information about these items will be displayed in the History tab: item name, the agency that recorded the item, the start date, the end date (if any), and any applicable icons (see "Icons" section below).

image16-1

Advanced Search Options

You can narrow your search results by the following criteria using Advanced Search Options:

Search: keyword within the historical item title
Category: service category
Agency: agency associated with the historical item
Start Date: select a start date
End Date: select an end date

You can reset the search by clicking the delete (“x”) icon next to any search criteria previously selected.

Icon History

Historical items have specific icons to make them easy to distinguish from one another.

Icon	Type
	Program
	Service Items
	Assessments

Updated: 11/06/2024