476 results found
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Concurrent / Overlapping Enrollment Alert
Customer requests a feature to alert a user that is creating a new Enrollment for a client when there is already another open Enrollment (i.e. without an Exit Date) at another Agency that would overlap.
25 votesThank you for your feedback. We are currently reviewing this request.
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Notes Preview - Quick View of Case Notes
End users have provided a lot of feedback in our implementation about reading through case notes in Clarity. They find it time consuming to open each individual case note to read the notes, or to run the "Case Notes" report on the Client Profile.
It would be very helpful to have a pop up window that displays the note details when you hover over the case note. This would be similar to the way Referral notes are set up; if you hover over the "comment" icon for the Referral on the history tab, a pop up window appears and displays…
24 votesThank you for your feedback. We are currently reviewing this request.
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Every screen needs to have staff creating/updating
We know that staff creating/updating any screen (enrollment, assessment, service) is available in Looker. But it is completely baffling that this information is not immediately visible in the front-end of Clarity, from the history tab, etc. A supervisor or another program staff member should be able to click on a history tab, assessments screen, etc. and immediately see who completed a certain action. This is necessary for really basic management.
24 votesThank you for your feedback. We are currently reviewing this request.
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Search within Clarity by ID for Agency or Program
It would be helpful to be able to search within Clarity for an Agency or Program by its ID. This would have been particularly helpful while addressing LSA flags.
24 votesThank you for your feedback. We are currently reviewing this request.
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Allow Search for Client by Personal ID
Personal ID (as opposed to Unique ID) is included in the data extracts for Federal HMIS Partner submissions. Errors in those submissions will identify offending records by Personal ID, however, there's no easy way to search for a record.
Allowing search by Personal ID would be a huge help to the users who are troubleshooting the Federal HMIS Partner uploads.
23 votesThank you for your feedback. We are currently reviewing this request.
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Add Quick View "Hover" Functionality to CE Events
Events don’t appear in the History tab with the quick view "hover" functionality that services have. This functionality allows a user to save time when reviewing client history by hovering over the speech bubble icon to see the service note rather than clicking into each service one by one to review.
For users who now use the Events tab to track the bulk of their client work, this quick view functionality has been lost, and as a result, their work to review client history has inadvertently been made more time-consuming and challenging.
Given that Events behave similarly to Services in…
22 votesThank you for your feedback. We are currently reviewing this request.
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Allow for manual removal of clients from encampments.
Users have expressed scenarios when automations will not prompt the removal of a client from the outreach map when appropriate. Allowing users this ability will account for the scenarios in which automations are applicable.
22 votesThank you for your feedback. We are in the planning phase of a feature or update related to this item.
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Service funding sources
Service funding sources are listed in the dropdown it isn't in alphabetical order which make it a bit of a mess for people to use. Alphabetical sorting would be easier!
22 votesThank you for your feedback. We are currently reviewing this request.
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Do not allow program start date entries to occur after the housing move-in date
The system should not allow the program start date to occur after the housing move-in date. The program start date should never occur after the housing move in date. Since the program start date defaults to the current date and allows users to save (after displaying a gentle light-orange warning that does not seem to be a deterrant), this issue continues.
22 votesThank you for your feedback. We are currently reviewing this request.
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Adding a NOTES Section in the Modify The Staff
It would be convenient and useful to have a notes section in HMIS where we could enter details about a staffs access changes and/or other notes. In particular I would like to be able to enter why an account was made inactive. This would assist in next steps when a user who was made inactive is requesting to be reactivated.
22 votesThank you for your feedback. We are currently reviewing this request.
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Ability to add integer, other fields, to Service Items
Ability to add integer fields, other field types, to Service Items for the purpose of tracking the number of items given to clients. (e.g. client was given 5 bus passes, they would like to enter a 5 as a numeric field somewhere in the Service Item Details)
22 votesThank you for your feedback. We are currently reviewing this request.
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[PRINTING] Add Print Ability to ALL Assessment Screens
Requesting a print function be added to ALL Assessment Screens.
There should be a readily identifiable print icon, accessible to all users.
There is currently no system dialog to print these screens.
Web browser printing functions do not work as some items on page do NOT print (on/off toggles).
22 votesThank you for your feedback. We are currently reviewing this request.
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Customize user screens
Similar to the way that System Administrators can add custom fields to a Program Set-up screen, it would be helpful to be able to add custom fields to other screen types, especially the user profile screens. This would allow tracking of things like date of training completion, or notes about a user like reasons for locking/inactivating an account, tracking security breaches, or marking roles like who is an agency administrator for billing new user accounts.
21 votesThank you for your feedback. We are currently reviewing this request.
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Audit Log Reporting
We wanted to request a feature enhancement regarding audit logs. Our hope is that we would be able to report on a history of changes to client profile data. We would like to be able to identify the fields that were changed, the user that made the changes, and the date that the changes were made. This is currently available to system admins on a limited basis by going into individual client profiles and reviewing an audit log, but it would be helpful to be able to run a canned report or even have a Looker model dedicated to tracking…
21 votesThank you for your feedback. We are currently reviewing this request.
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Documentation Requirements- Allow for logic/conditions when configuring documentation requirements
Documentation Requirements- Allow for logic/conditions when configuring documentation requirements.
When configuring documentation requirements for a program, you can only list required documents but do not have the ability to indicate AND/OR conditions. The way it works now, you can add multiple documents but the system thinks that all documents are required. This is problematic because, for some programs, we want to indicate that a driver's license OR a passport is required but the system would think both are required.
For example, for housing programs, clients would only need to show one form of ID. Either the driver's license or a…
21 votesThank you for your feedback. We are currently reviewing this request.
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Allow users to receive Assessment Due Warnings for program status updates in addition to HUD-required Annual Assessments
Currently Assessment Due Warnings only populate for HUD-required Annual Assessments. We would like to see the option to set Assessment Due Warnings for status update screens, so that users can receive reminders to complete status updates on a more frequent basis. For example, if the Case Status field in the program template is set to "Every Month", the user would receive an Assessment Due Warning each month a client is active in a program.
In addition, we would like to see the "Assessment Due" date on the "Status Due" tab of the Caseload tab to reset each time a status…21 votesThank you for your feedback. We are currently reviewing this request.
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[Looker] More Folder Options in Looker
Request for some additional functionality in embedded Looker:
- Allow access to sub-sub folders in the main reports folder
- Change interface to an actual folder structure (collapse folders by default, allow expanding) instead of just displaying folder names as headers
- Allow access to sub folders in agency reports folders
- Allow users to view look descriptions and dashboard descriptions in embedded Looker. Right now I think they are available in standalone, but only in standalone."
20 votes -
Robust, secure messaging within Clarity
Customers would like the secure messaging tool within Clarity function more like regular email (ability to cc, reply all, etc). Being able to send messages through Clarity to more than one user would allow end-users to more fully rely on Clarity for secure communication. All staff working with a particular client could be looped into one coherent thread within the messaging interface. The more the messaging tool functions like regular email, the better the likelihood of staff incorporating Clarity into their workflows.
20 votesThank you for your feedback. We are currently reviewing this request.
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Be able to schedule reports for more then 1 agency at a time.
I often times need to run the same report for all of our agencies. However, I am only able to schedule the report for 1 agency, when I attempt to schedule this for more then 1 it will override the previous agencies scheduled report.
19 votesThank you for your feedback. We are currently reviewing this request.
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Allow users to record "yes" ROI when client has a "no" recorded by another agency
We have had a recurring situation where the following takes place:
1. Client has a “no” ROI recorded by Agency A with no end date (but has an unlocked profile)
2. Client begins working with staff at Agency B and gives consent/signs ROI
3. Staff at Agency B try to record this “yes” ROI but cannot; it throws an error for the ROI start date because there is no end date for the previous “no” ROI.
Staff at Agency B cannot edit and add an end date to the “no” ROI because it was recorded by Agency A.
Currently when…18 votesThank you for your feedback. We are currently reviewing this request.
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