Client Profiles

Step-by-Step Client Entry
Step 1: Confirm the Client agrees to share Basic Profile information within the HMIS This is in regards to a Client's initial Agency encounter and does ...
Fri, 14 Mar, 2025 at 10:56 AM
Clarity Client Profile Screens
About Profile Screens The client profile screen shows basic data such as the SSN, full name, date of birth, etc. Users can request additional custom fields...
Thu, 30 Oct, 2025 at 10:25 AM
Enter a Verbal Participant Consent in Clarity HMIS
Verbal Client Consent to share data will temporarily be allowed in Clarity HMIS to reduce the need for clients to sign electronic or paper documents and he...
Thu, 30 Oct, 2025 at 10:30 AM
Setting Clients to Private in Clarity
Client Privacy Basics Clarity provides several alternatives to ensure that client data that should not be shared can be set to private. Data that is set t...
Fri, 14 Mar, 2025 at 11:50 AM
Client Social Security Numbers
Why Collect Social Security Numbers? To support the unique identification of each person served. Where data is shared across projects, the Social Security...
Thu, 30 Oct, 2025 at 10:39 AM
How to Filter History Search Results
The client-level HISTORY tab provides information on a client's service items, program enrollments, referrals, reservations, assessments, and CE even...
Thu, 30 Oct, 2025 at 10:56 AM
New UI: How to Search for a Client
This article showcases how to search for a client within the new Clarity HMIS User Interface. For information regarding how to search for a client in the cu...
Fri, 12 Dec, 2025 at 11:03 AM
New UI: Creating a Client Profile
This article showcases how to create a new client profile within the new Clarity UI. For questions regarding client profile creation in the old UI, check ou...
Fri, 12 Dec, 2025 at 11:03 AM
New UI: Setting Data to Private in Clarity
This article showcases how to set different types of data to private within the new Clarity UI. For questions regarding privacy in the old UI, please check ...
Fri, 12 Dec, 2025 at 11:03 AM