2024 Data Standards
News and Announcements
Clarity Human Services: INVENTORY
Clarity Human Services: Outreach
- Accessing Clarity Human Services
- Client Records and Households
- Program Enrollments
- Managing Client Data in Screens
- Entering Client Location Data
- Files, Notes, and Contacts
- Charts and Goals
- The Attendance Module
- Working with the Referrals Tab and Community Queues
- Recording and Managing Referrals in the Client Record
HUD and Federal Partner Resources
- Administrator Reports
- Agency Management Reports
- Assessment-Based Reports
- Client Reports
- Community and Referrals
- Data Quality Reports
- Housing Reports
- HUD and Federal Partner Reports
- Profile Screen Reports
- Program-Based Reports
- Service-Based Reports
- Pentaho Release Notes - Current Year
- Pentaho Release Notes - Previous Years
Data Integration and Migration
Submit a Request
Working with Forms in the Client Record
Uploading a Client Form
To upload a client form, click ADD FORM. After completing the form, click SAVE to return to the FILES tab.
A pop-up box will appear listing the form options for your particular agency. Click on the form you require from the list, then click ADD. Selecting an option will automatically bring up the form associated with that option.
Creating an Electronic Signature
Some forms require a client signature. Clarity Human Services has electronic signature capability. After selecting the appropriate form from the dropdown menu in the pop-up box, select OK. The form will appear.
The electronic signature can be created with a computer mouse or finger pad. In the field, the client can use their finger to create their signature on the mobile device. If needed, you can select RESET to redo the signature. You will not be able to save the form until a signature is applied to the electronic signature field.
Note: After adding a signature, you must click APPLY to save the form.
Uploading a Scanned Document
The process for uploading a scanned document is similar to that of uploading a client file. Select ADD FORM and toggle on Upload scanned version of form.
The ADD SCANNED FORM page will appear. Here you can Select File, or if your system is not compatible with the advanced upload, you can choose the Basic Uploader. After selecting the appropriate file, click ADD RECORD.