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Background
One of the features that Clarity allows for, is the ability to store client's records all in one spot for various agencies to view. This allows agencies to streamline communication as well as maintain contact with case workers across multiple agencies if needed.
Within This Article
Adding Documents to a Client Record
Opening Documents from a Client's Record
Adding Documents to a Client Record
Step 1: Search for the client who you would like to add documents to. Search for their name and click the Edit icon next to their name.
(Note: If you would like more instructions on how to do this please review our Knowledge Base article on Adding Documents to a Client Profile)
Step 2: Click on the File tab, and click on the Add File icon.
Step 3: Fill our the following fields.
- Category: Select the category that the document would fall into.
- Name: The type of document that will be uploaded.
- File: Select the File you want to upload from your computer.
- Private (optional): If you want the document to be set to Private (which means that only you will be able to see it, this should not happen often because other staff will likely need access to the client's CES documentation) select the Private switch
The file will now appear under the client's File tab.
Common Errors
If you experience an error message saying "Please correct error" while trying to upload a PDF to a client's profile, check out our guide to making sure you have the right PDF file format for uploading into HMIS.
Opening Documents from a Client's Record
To open a document that has been uploaded to a client's profile, click on the preview of the document:
Depending on your browser's settings, PDF documents may open in a new tab or a pop-up will appear asking you to download the document. Word or .doc documents will cause a pop-up will appear asking you to download the document.
