Search for a Client There are two ways to navigate to the client search screen or to search for a client: The magnifying glass located in the top ri...

Create a New Client Profile At an initial client encounter - before creating a new client profile: Confirm the client agrees to share basic profile infor...

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...

Client Privacy Basics Clarity provides several layers of privacy settings to ensure that client requested data can be set to private. Data that is set to ...

Why Collect Social Security Numbers? To support the unique identification of each person served. Where data is shared across projects, the Social Security...

The client-level HISTORY tab provides information on a client's service items, program enrollments, referrals, reservations, assessments, and CE even...

All client profiles within Clarity have a column of cards on the right side of the screen. These are known as Client Details cards and are useful for b...