When a staff member records a program enrollment in a client record, the system automatically adds the staff member to the "Assigned Staff" section of a client's enrollment.

There are two ways to be connected to specific clients in Clarity:

Assigned Staff	Found on an enrollment screen. When a staff member records a program enrollment in a client record, the system automatically adds the staff member to the Assigned Staff section of a client's enrollment.   The client will appear on the user's CASELOAD tab.
Care Team	Found on the client's profile. The Care Team includes all Assigned Staff from the client's active program enrollments, along with any staff members who are manually added. The client will appear on the user's CASELOAD tab.

To change the case manager assigned to a client, click the edit box next to the client's specific enrollment that needs to be changed.

After opening the program enrollment, click the edit box next to the current "Assigned Staff."

A list of staff members from that agency will appear. Selecting a different staff member will mark them as the "Assigned Staff" and will include the client in their caseload.  

*It is also possible to choose more than one staff member so the client shows up on multiple caseloads. 

Users can find a list of their clients that they are connected to through the CASELOAD tab, located in the top right of the screen.

Contact Information

If you need help, or wish to offer suggestions or feedback, please contact the Cincinnati/Hamilton County HMIS support team at HMISsupport@end-homelessness.org or by calling 513-263-2790 9 a.m. - 3 p.m. Monday-Friday (excluding holidays). 

When contacting HMIS Support, please do not include any Personal Identifiable Information such as social security numbers, birth dates, etc. Instead please use the Clarity Unique Identifier found on the Clarity client's profile page.