Notes, Files, and Forms

Adding Program Notes
Attention: Not all programs collect notes on the Notes tab. Check with your supervisor for specific directions on adding notes in your programs.  To add...
Fri, 16 Aug, 2024 at 2:20 PM
Using Goals
In Clarity, Goals are a sort of “mini-assessment.” at a glance, an agency user can identify if certain client criteria has been met. This data is based o...
Wed, 2 Jun, 2021 at 4:50 PM
Using Charts
Charts track a value from a client Enrollment, Status Update, or Assessment over time. For instance, a Chart can display a client’s change in income, the...
Tue, 31 Dec, 2019 at 9:19 AM
Working with Forms
Some agencies and programs require additional documentation found under FORMS.  These documents are either checklists, documents that require a client or He...
Fri, 1 Jul, 2022 at 11:57 AM