Clarity Feature Updates - June 2025

June Feature Update

This month’s updates include a powerful new reporting tool for tracking Annual Assessments and expanded audit capabilities for signature fields—both designed to support stronger compliance and data quality across the system.

1. Featured Update: New Report – Annual Assessment Overview [GNRL-409]

We’re pleased to introduce the Annual Assessment Overview report, created to help with monitoring, data quality, and compliance related to Annual Assessments.

What It Does:

  • Shows clients enrolled during the reporting period
  • Identifies expected vs. completed Annual Assessments
  • Flags upcoming Annual Assessment due dates

This report is automatically available in the Program-Based Reports category.


2. New Feature: Signature Field Audit Enhancement

Clarity has expanded where and how signature fields can be used and tracked, potentially giving more flexibility and visibility to this field.

What’s New:

  • Signature fields can now be added to more areas in Clarity, offering greater flexibility in collecting client signatures.
  • Signature entries now show up in the audit log for applicable screens.
  • In system tables, the field will indicate "Signed" when a user clicks Apply.

Reporting Enhancements:

The following reports have been updated to include a dynamic column that displays “Signed” when a signature is present:

  • [GNRL-210(-AD)] Assessment Details Report
  • [GNRL-212(-AD)] Profile Details Report
  • [GNRL-220(-AD)] Program Details Report

This update improves signature tracking across forms and reports—an important step for audit readiness and client documentation standards.

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