709 results found
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New User Interface: Profile Picture
On the previous profile design we were able to click on the picture on the client profile and it would enlarge the picture so we could tell what the person looked like. On the new design we are not able to enlarge the picture.
It would be nice to be able to click on the profile picture and enlarge the picture while also having the option to change the picture. Or at least have a way to make the picture bigger to tell what the person looks like.17 votes -
New User Interface: Review the use of icons for consistency and clarity, specifically the Group tab icon and language
Review where the same icon is used in different places across the new user interface, specifically the icon used to delineate individuals vs groups. Specifically, review the icon and language within the Group tab of a Program. The language and icon cause confusion as they imply there are other group members in the household even when the enrollment is an individual.
Clarifying the icons and connected language throughout the new user interface can help reduce confusion when reviewing a client's record and enhance data quality.
8 votes -
Merge Tool for Duplicate Enrollments
When utilizing the Merge tool to merge programs, there currently is no way to merge a duplicate enrollment for a client.
For example, a client is enrolled into a program as an "Individual" where case notes, services, or other information is subsequently added. That same client is then later - erroneously - enrolled into the SAME program as a "group" where information may or may not be added to that enrollment.
Currently, the Merge Tool does not allow to merge both program enrollments into a singular program enrollment. It would be nice for the Merge Tool to allow this feature…
16 votes -
Program Deleted (Yes / No) Added to Looker
Program Deleted (Yes / No) should be in a field in Looker. At a minimum it should be in the Project Descriptor Model. The Project Descriptor model contains 24 Deleted (Yes / No) fields, but not Project Deleted (Yes / No).
Agencies Deleted (Yes / No)
Agency Funding Sources Deleted (Yes / No)
Agency Funding Sources Program Deleted (Yes / No)
Agency Sites Deleted (Yes / No)
Bed and Unit Inventory Deleted (Yes / No)
Bed and Unit Inventory -- Historical Deleted (Yes / No)
Eligibility Presets Deleted (Yes / No)
Encampment Categories Deleted (Yes / No)
Encampment Status Deleted…10 votes -
change referral case manager
The case manager who made referrals to the queue transferred out of the department but is still actively using the same email address. Her HMIS access is inactive but she's still receiving email of all the updates from the system - there's no way to change the referring case manager's email. Please add a functionality to change or update the referring case manager.
6 votes -
Remove CLS from Assessment Listing on Hx and Assessment pages
The new inclusion of the CLS in the History and Assessment sections of a client's record is overwhelming and off-putting to users who need to see a full glimpse of a client's history (if that client has a hx in SO projects). Please re-consider this update to Clarity 2.0.
While we realize that the CLS is technically an Assessment, that is due to HUD's re-design of what serves primarily as a street outreach contact that is required for HUD funded SO projects. As you know, this used to be a "contact" and was better suited for SO workers in the…
4 votes -
Webhook Support
It would be helpful to have webhook support to get notified of api changes instead of having to ping your api on a regular basis. Specifically, we're interested in being notified when new referrals are created and when existing referrals are updated (status changes, field edits, etc.), but we’d also be interested in household/enrollment changes as well.
9 votes -
Allow system admin to control use of Referral related Navigator and Case Manager fields
We, like other communities, do not use the functions of Navigator and Case Manager with the referrals module. This is for a few reasons, but primarily it is not workable to use because of the design limitation of ending a Navigator listing once a queue record turns into a pending referral record.
Now that the new UI is active, these fields are more prominent, especially as they appear on all users' side bar of widgets. Please allow system admins to control the use of these functions and when they are not in use to hide these widgets.
It is more…
4 votes -
New User Interface: When using the History section, could we please make it such that assessments in the search results are clickable?
Hello! Could we please make it so that, when using the History feature in the new user interface, clicking on an Assessment in the search result links you to that specific assessment to view/edit it?
8 votes -
Separate Public Alerts Rights From Notes
If you separate out public alerts at the agency level from notes as separate user rights then you can enable one without the other. The program restrictions on the same screen have already been separated out. Let's finish the design change by separating Public Alerts from notes.
8 votes -
Client Form Creation - default Private setting
We would like to be able to create a Form in Clarity with the Private button toggled on, but allowing the user to un-toggle the button when they are adding a the Form to a client record.
4 votes -
New User Interface: When using the History section, could we display the same info as when an assessment shows in the global/program level?
Hello! In the History search results, could we please also have the format of the details match both the content and order as if scrolling Assessments sections? For example, could we have the history page show the name, created by, created on, updated by, and updated on?
6 votes -
Add time tracking to other service categories
Adding time tracking to other Service Categories, particularly Mental Health.
11 votes -
SPM raw data reporting
We woulike to be able to pull full raw data (preferrably in a canned report) for the System Performance Measures. It is not convienent to click on every single data point for each measure to see the clients; further, doing so does not provide the full dataset. The SPMs in Looker have errors and are not reliable. We want to be able to match the SPM data to other reporting/characteristics, such as to report the SPM measures by demographics. See below for an example of what Wellsky is providing (this one is for Measure Two: Returns).
Personal id Client id…5 votes -
New User Interface: Reduce steps needed to make a Form private
In the current interface, users can make a Form private through a toggle. In the new user interface, this is done by clicking on the ellipsis and selecting private. This is an additional step and returning to a toggle option will streamline this process.
2 votes -
Link to Unit Card from Units/Bed Tab in Program Enrollment
Would like to see the details of the assigned unit from the units/beds tab in the program enrollment much like how one can now link from the unit occupancy page to the client profile... (https://ideas.bitfocus.com/forums/930328-clarity-human-services/suggestions/45587245-direct-link-to-client-profile-from-the-inventory-d)
4 votes -
5 votes
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Upload more Documents tab rather than clicking on files after each upload
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…3 votes -
Notify PATH staff before a client is auto exited
Notify PATH program staff before a PATH client is auto exited
5 votes -
New Interface: Add Unique ID to Queue List
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.
3 votes
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