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HMIS Training

2026 Basic Clarity Training (NEW UI)


Description

This course is intended to teach the fundamental aspects of Clarity Human Services software. This Training Program contains instructions on the basic elements of the Clarity Human Services workflow. 

Content
  • Using the HMIS On-Demand Training Portal
  • Our Mission & Vision
  • Course Content
  • 1. Getting Started in Clarity
  • Getting Started: Introduction
  • What is an HMIS?
  • HMIS Policy Documents
  • Computer and Security Requirements
  • Logging into Clarity
  • Hands-On Activity: Logging In
  • Main Screen Navigation
  • Getting Started in Clarity - Test
  • 2. Participant Profiles
  • Client Profiles: Introduction
  • Participant Privacy
  • Searching for a Client
  • Search for a Client
  • Create a Client Record
  • Universal Data Elements
  • Release of Information
  • Create a Client
  • Profile Navigation
  • Hands-On Activity: Create a Record
  • Participant Profiles - Test
  • 3. Global Households
  • Global Households: Introduction 
  • Global Household Definition and Creation
  • Global Household Management
  • Household Tab
  • Hands-on: Create a Global Household
  • Global Households - Test
  • 4. Program Enrollments
  • Program Enrollments: Introduction
  • Program Specific Data Elements and Enrollment
  • Program Navigation and Privacy
  • Program Enrollment
  • Hands-on: Create an Enrollment
  • Working in an Enrollment
  • Program Enrollments - Test
  • 5. Program Data
  • Services: Introduction
  • Services
  • Services Tab
  • Hands-On: Add a Service
  • Assessments
  • Assessment Tab
  • Hands-On: Add a Status Update
  • Files and Forms
  • Notes
  • A Note on Notes
  • Client Notes and Public Alerts
  • Program Data - Test
  • 6. Program Exits
  • Program Exits: Introduction
  • Exiting a Program
  • Exiting a Client Enrollment
  • Hands-On: Exit the Program
  • 7. Resources and Support
  • Resources and Support
  • Course Survey Feedback
  • Hands-On Activities Submission
Completion rules
  • You must complete the units "Hands-On Activities Submission"
  • Leads to a certificate with a duration: 1 year
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