Clarity New User Training

1 Logging in for the first time

Clarity Website: https://blueridge.clarityhs.com/

Training Site: https://blueridge-train.clarityhs.com/

Password: BRCoC2021!

Username: flast

• Examples:
  • Marie Curie = mcurie
  • Daniel Day-Lewis = ddaylewis
    
    
• After logging in for the first time you will be prompted to change your password

2 Enroll Clients

2.1 Search for the client using the search bar on the homepage.

• You can also find the search bar icon in the top right corner.

2.2 Find the client or click Add Client (+)

2.3 Enter profile information or verify that the existing profile information is correct

2.4 Click on Programs on the menu bar above the client profile

2.5 Select the program you want to enroll the client in

• This will open up more details about the program

2.6 Click the Enroll button

2.7 Complete the enrollment form

• All questions must be answered before you can submit the form.
• If you do not have the information available, select “Data Not Collected”

3 Provide Services

3.1 Navigate to the client’s profile then find the correct program

• Find the service you want to provide and click the arrow
• You need to add a date of service. YOu have the option to add a location and service note.

• The service will show up under the History Tab

4 Upload files

4.1 Navigate to the client’s profile and click on “files”

• You can upload client IDs and other documents.
• If you want to file to be visible only to people at your agency, you can mark it “private”

5 Assessments

5.1 First enroll the client in your program

• then select edit next to the program

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5.2 Then navigate to the assessment tab from within the program

• Then select the correct assessment

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• You can include members from the same household
  • After you complete the assessment for one household member, the assessment for the next household member will automatically load

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6 Households

6.1 First, navigate to the client’s profile

• Then click on “Manage” next to “Household Members” on the right panel.
• NOTE: You need to create the client before you can add them to another client’s household

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6.2 Then Search for the client you want to add to the household

• Click Add (+) to the left of the client’s name

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7 Shelter Stays

7.1 First enroll the client in a shelter program

• Then Click “Provide Services” from the program page

• Then select the “Shelter Stay” service from the list

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7.2 Next select the correct shelter program and enter the dates

• You can “reserve” a room for more than one night
• Click preview reservation when done