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Clarity Human Services

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Clarity Human Services

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  1. One enhancement that would be extremely helpful involves the document upload process. Currently, when uploading application documents, users can only upload one file at a time. After each upload, we have to navigate back to the Files tab, select "Add File," and then upload the next document. This process must be repeated for every document associated with an application.
    Since we often upload around 10 supporting documents per client application, this requires navigating through multiple screens for each file, which can be very time-consuming.
    Would it be possible to add an "Upload Another Document" or "Add More Files" button directly…

    2 votes

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  2. Allow for a tracked characteristic to be built off the AMI data uploaded to system variables to ensure that an AMI tracked characteristic can be created to directly match the AMI eligibility that is set up under a program. This will aid matchmakers in making appropriate referrals from the queue.

    5 votes

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    1 comment  ·  Referrals  ·  Admin →
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  3. In some cases, an assessment might need to apply to multiple clients, similar to how a service can apply to multiple clients (but in niche cases it doesn't make sense to do this in services). Could we ever consider ability to have one assessment associated with multiple clients to save time?

    2 votes

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    1 comment  ·  Services  ·  Admin →
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  4. In the current interface the queue shows 20 results before you have to go to the next page. In the new interface, the queue shows 10 results before you have to go the next page.

    Please update the new interface to either match the old interface or provide a System Setting that allows us to increase it up to 20 or more rows per page.

    This change would help with reviewing the results when dealing with very large lists of clients.

    3 votes

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    0 comments  ·  Outreach  ·  Admin →
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  5. With the Oct 1, 2025 update, the VA Financial Services now appear on the History tabs with the "Date Provided" as both Start and End Date. Our users need to be able to easily see the Financial Start and End Dates. For example, if you pay October rent on September 25th, you only see 9/25/2025. We need to also see "10/1/25 to 10/31/25". Without those dates, it is very confusing to the users. Having to edit the service just to see which month we provided rent is not intuitive. Please find a way to add the Financial Start and End…

    12 votes

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    0 comments  ·  Services  ·  Admin →
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  6. Our matchmakers would like the ability show the Client Unique ID in the queue results in the new interface as an alternative to the client name. This leads to a better use of the queue for a PBNL since it is anonymised.

    2 votes

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    0 comments  ·  Referrals  ·  Admin →
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  7. In the old Clarity user interface, if a client has a program restriction assigned it will show an alert when trying to enroll them in a program. Could we please add this to Horizon as well so that staff who may not be tech savvy enough to find the Program Restriction new location can still see the alert? Thank you!

    Currently, an alert is present in Horizon, but only shows up if a client is viewed from an already enrolled program, which doesn't stop someone in the moment of enrolling.

    2 votes

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  8. Our community is running into an issue where children whose parents are separated but both receiving services have multiple client records made for them to avoid creating households that connect separated partners. (A child has a different record associated with each parent.)

    We need a way to associate children with each parent's household without having their parents be in the same household that doesn't require duplicative records and ideally minimizes overlapping enrollments.

    23 votes

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  9. It would be helpful to include program exit destinations and their addresses in the program roster. Adding this information would assist service providers in accurately tracking and evaluating exit destinations, as well as the locations where participants are being housed. This would also help identify any incorrect exit data.

    13 votes

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    2 comments  ·  Reporting  ·  Admin →
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  10. We need to have participant's picture available on the search page, sometimes we have 10 people with the same exact name under search and the only way we are able to pick the right one is to be able to see their picture

    2 votes

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  11. Currently, once a user uploads a new document in the Customer Portal, they are not able to edit the document. Instead, a Clarity user with the right access role needs to make any changes or delete the uploaded document. It would be useful for Portal users to be able to make changes or remove documents that they have previously uploaded, for example if the document they upload is blurry or the wrong category is selected.

    4 votes

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  12. Communities have received feedback from clients who have struggled to create their Portal account and log in without being able to see their password as they're typing. It would be useful to provide users the ability to "show password" as they're typing so that they are able to more easily access the Portal.

    4 votes

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  13. Some websites, like banking apps, periodically ask users to review and confirm their contact information is still accurate. It would be useful for this function to be able to be enabled in the Portal on a set frequency to ensure clients' contact information remains up-to-date.

    4 votes

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  14. A way to favorite resources in the Customer Portal resource directory so users are easily able to find their most important resources, and add notes about them. Also have them appear on the Locations tab within the Portal for easy access

    4 votes

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  15. Recently staff started using the Caseload button in the upper right corner more often, which is great! They have relayed the feedback that since the client list links to each profile individually, it'd be great if the UI numbers could be on display on the main Caseload page to save them a few clicks and loading times. Could we please do something like this and add a column?

    4 votes

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  16. Is there a way to automatically remove households from the current Community Queue when a new VI-SPDAT is completed, so they appear on the correct priority list?

    For example, if a client originally completes a Singles VI-SPDAT and later completes a Family VI-SPDAT, they remain stuck on the singles queue. We need a way for the system to automatically remove them from the singles queue and allow the family VI-SPDAT referral to appear on the family queue instead.

    The only solution we have found is deleting the old queue referral, and re-referring to the queue from the new VISPDAT. We…

    11 votes

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    0 comments  ·  Referrals  ·  Admin →
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  17. I need a current Staff List Field that rolls all active staff per enrollment into one cell. Without this my roster in looker will generate double records. Some functions are not available for the version of looker I am utilizing. If a developer could add that field that would be great! =)

    13 votes

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    1 comment  ·  Reporting  ·  Admin →
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  18. Currently the system doesn't allow you to leave referral notes on snoozed CQ records. We snooze records if clients aren't yet chronic but will become chronic after a period of time, and sometimes navigators are assigned to snoozed clients to get the ball rolling for a potential housing opportunity. It would be great to be able to leave notes on the referral record to document any progress even if the record is snoozed. Thanks!

    3 votes

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    1 comment  ·  Referrals  ·  Admin →
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  19. In the old UI, public alerts were bright banners that went all the way across the screen. In the new one, they're less noticeable/attention-grabbing.

    1 vote

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    0 comments  ·  Admin →
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  20. In both interfaces the referral map is based upon the agency address instead of the site address assigned to the program. This is problematic because if an agency has multiple sites they do not want case managers sending them to the agency address since that is usually the administration office. They want to send them to the actual program address which is set by assigning a site address to the program.

    1 vote

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    0 comments  ·  Referrals  ·  Admin →
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