The History Tab (New Clarity Interface)

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. 

This article contains the following sections:

• Accessing the History Tab

• History Tab Contents

• Advanced Search Options

• Referrals & Client History

• Icons & Tooltips

Accessing the History Tab

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

History Tab Contents

The following information about these items will be displayed in the History tab:

• Service Name
  • Service Icon
  • Agency
• Start Date
  • Date/Time/Elapsed time (where applicable)

• End Date (if any) or Status (where applicable)

• Related Icons (see Icons/Tooltips section below for more information).

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.

Filters

The following filters can be used to narrow your search:

• Agency
• Category
• Coordinated Entry
• End Date

• Start Date

• Type

When a user selects a type from the list of filter options, an additional set of options will appear to narrow your search further.

Referrals & Client History

After a referral has been reassigned to the Head of Household and any household members, and assigned a bed, all beds and their assigned household members appear on client history records.

Client History

A new client history item, “Pending Unit/Bed Assignment,” has been added to the client history record of each household member assigned to a bed, except the household member who received the referral.

• The start date = reassignment date, the end date = start date of the occupancy, or the denial/expiration date if the referral is denied or expired.
• If the start date is in the future, the Pending Bed/Unit Assignment will still show in the client record, and a delete icon will be available to those with delete rights.
  • If the user deletes the Pending Bed/Unit assignment from the client record, the client is removed from the pending occupancy of the bed. The bed status updates to active.
  • If the user deletes the referral, the Pending Bed/Unit assignment is removed from the client record.

Icons & Tooltips

Historical items have specific icons to make them easy to distinguish from one another. Hovering over the icon provides a tooltip that provides clear, concise information about the historical item.

Icon	Icon/Tooltip Name	Tooltip
	Assessment	"Assessments"
	Expense	“Expense Date [Service Date], Expense amount [Expense $]”
	Note	“Note [formatted note text]”
	Program	"Program"
	Program Connection	“[Program Name], [Agency Name], [Enrollment Date], [Active or Expired enrollment status]”
	Referral	"Referral"
	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]”
	Referral Connection - Assessments (Program Referral)	Program Referral: “Program Referral, [Agency Name] referral to [Agency Name], [Referral Date], [Active or Expired referral status]”
	Referral Connection - Enrollments	“Referral by [Agency] on [Assessment Date]”
	Service	"Service"
	Tracked Characteristic	“Characteristic - [list of applicable tracked characteristics].”

Updated: 04/06/2026