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Assessment Due Warnings and Notifications
Users in Clarity can configure their user profile to receive status due notifications on clients enrolled in Programs with assessment due warnings configured.
When a HUD-required Annual Assessment is due in a client record, Clarity Human Services sends an email ("Assessment Due Warning") to notify the staff member assigned to the enrollment that the due date is approaching.
To configure a user to receive notifications, click on the user profile and choose account settings:
In Account Settings, toggle "Assessment Due Warning" to ON and choose the period of time to receive the notification. This will send a Clarity email with a link to the client for the time selected from when the assessment is due.
This setting will only work for new clients added AFTER the setting is turned ON. To manually configure program enrollments and turn on notifications for existing clients, follow the instructions below.
To manually configure an assessment due notification on a program enrollment, navigate to the program and change the Assessment due every year Notification by clicking the pencil next to OFF.
Click OK on the pop-up:
Then, toggle Assessment Due Warning ON and Save Changes:
For additional information, review this vendor article on the topic!