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...
Fri, 14 Mar, 2025 at 11:39 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 h...
Fri, 14 Mar, 2025 at 11:45 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? While Social Security Numbers are not required to be collected, HUD recommends that every client's SSN be entered ...
Tue, 18 Mar, 2025 at 9:54 AM
Understanding the History Tab
Use the following resources to understand the History tab in Clarity: The History Tab (bitfocus.com)  History Tab Overview - OC HMIS (happyfox.com)
Fri, 14 Mar, 2025 at 11:53 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...
Fri, 14 Mar, 2025 at 11:54 AM