39 results found
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Dashboard filter combining Or statements
Would it be possible to add the ability to filter by OR statements in a Dashboard, specifically something like "if the client checked yes to question 1 OR checked yes to question 2, show them in this filter"? We can do this at the individual Look level using a custom dimension, but for dashboards where we need to quickly enable or disable such a filter for 25+ looks at once for data analysis this could present difficulties.
While we could do individual pulls one at a time, if the question is "how many individuals said yes to one of these…
5 votes -
Attendance Module
On the attendance module at the bottom of the tables shows an aggerate count of the number of times that service was recorded for that day. It shows it as "## clients" which is confusing because depending on the service delivery type a service can be recorded for a client more than once per day.
I suggest changing this to "## entries", "## attendance" or something similar so that it better reflects what count. Right now by indicating "## clients" it is not correct.
8 votesThank you for your feedback. We are currently reviewing this request.
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Edit additional fields in Add Contact
Hello! A manager asked me if I could add additional custom fields to the Contacts Page. In addition to changing the Contact Type field, for example we could add things such as a mark that one person is a preferred emergency contact when in crisis (or alternately, if it isn't feasible to add custom fields to the Contacts page, adding this as an additional optional field to all of them). Would it be possible to add something like this? We work in a program where we need to store a lot of contacts for the client, but not all of…
5 votesThank you for your feedback. We are currently reviewing this request.
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Bulk Delete Services
There should be a bulk delete option for services attached to programs. Some clients have over 100 services attached and it is a pain to delete them one by one in order to delete the program from the system.
4 votesThank you for your feedback. We are currently reviewing this request.
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Note Tags
It would be helpful to be able to select "tags" for a case note. So the worker can pull up notes and find the ones that are tagged for a specific item. Example, they could put in a case note about meeting with a probation officer, and then before the next meeting, pull up all of the notes that are tagged "Probation", or something like that.
1 vote -
Add multiple instances of the same Service, without having to click submit repeatedly.
Our agency has a lot of repeat services and staff members have requested having a feature where they could enter in multiple services easily (like a dropdown or quantity number), rather than clicking submit repeatedly to add them.
7 votesThank you for your feedback. We are currently reviewing this request.
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Ability to delete services within an enrollment
Currently, users have the option to edit a service, unlink it from one program, and then link it to a different program within the Program Service page. They do not have the option to delete the service from the program level history page, instead, they have to navigate to the Client History page to delete the service.
It would be beneficial if users also had the option to delete a service within the Program Service page.
6 votesThank you for your feedback. We are currently reviewing this request.
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Note who performed an assessment on the assessment history
Hello! Hope everything is going well.
We recently moved to Clarity from a different database, and in the past when you went to view the history of assessments completed for a client, the previous competing database was able to list who last created or edited the assessments in the list (So imagine the columns said Assessment Name, Date Completed, then Staff Completed as opposed to the way it is now). Is there any way we could make this a feature staff could opt into?
I suggested to this supervisor the Client Staff Data Activity Report as a workaround, but after…
3 votesThank you for your feedback. We are currently reviewing this request.
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Create a case management plan and allow the ability to sign and print
We need a case management plan (it could be a custom assessment) that has the ability to individually print so that we can provide it to the client. Preferably they could also sign it. Unfortunately the custom forms does not provide as many features as the custom assessments or that could be a good solution.
3 votesThank you for your feedback. We are currently reviewing this request.
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Service Categories
I would love the idea to be able to edit service categories, similar to how we can edit note categories in the system.
2 votesThank you for your feedback. We are currently reviewing this request.
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Option in access roles that restricts edit access to possibly just your own work (or option to label staff completing in assessment history)
Right now, assessments cannot be locked by access roles in such a way that someone can edit their own work but not others; it's currently set as either they can edit everyone in the agency, any agency, or not at all. We have some situations where it's helpful to allow our staff to revise things, but revising someone else's work (even accidentally) can cause issues. This, compiled with the issue where assessments can't quickly display who wrote them originally, leaves a lot of margin of error where colleagues could edit someone else's work either by mistake or (in grave scenarios)…
2 votesThank you for your feedback. We are currently reviewing this request.
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Bulk Service Placement by Caseload
It would be great if users could bulk add services based on their active case loads. They would see a list of all their assigned clients (or alternatively search bar where they could add todays clients to a list) and then assign a bulk service (or toggle multiple services) for all the clients on the list (or check off the ones it applies to). Perhaps new enrollments assigned to them could automatically show up on this list.
3 votesThank you for your feedback. We are currently reviewing this request.
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copy services across agencies/ ability to copy service taxonomy
It would save a lot of time to have a service template that allows us to apply a uniform set of services to multiple agencies rather than recreating them under each agency management screen. Also, when creating a service taxonomy, we cannot copy one that is already established and make minor tweaks like we can with screens.
3 votesThank you for your feedback. We are currently reviewing this request.
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Limiting Assessments
We have an assessment that chronicles the housing status of our clients. We would like there to only be ONE assessment so users are redirected to updating the existing one.
Can you add a toggle that would block any additional assessments from being completed if the client's account already has one?
14 votesThank you for your feedback. We are currently reviewing this request.
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Link Files to Services
We would like to be able to link files to services. For example we track our Rapid ReHousing Subsidy payments as services. It would be helpful to be able to link the back up documents saved as files to specific services.
2 votesThank you for your feedback. We are currently reviewing this request.
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Improved Document Management/Files in Clarity - Search and Group Functionality
Improved document management. We are moving towards being fully paperless which means uploading multiple PDF files to a client's enrollment. However, the existing system doesn't allow for searching or grouping files by file type.
2 votesThank you for your feedback. We are currently reviewing this request.
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search for client by phone number
It would be really great if we were able to search by participant phone number. I get a lot of calls where I can't fully decipher the name they give me on the voicemail message but they leave a phone number. I can sometimes call them back and figure it out of course, but it's really helpful to be able to find their name for folks whose phones don't work/turned off, etc. This makes it much easier to follow up with their housing.
6 votesThank you for your feedback. We are currently reviewing this request.
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Multiple Attendance Services to report like other service Delivery Types
Currently, service items with multiple attendance Delivery Type do not report the same as service items with other Delivery Types (Long Term, Single Event, and Daily Attendance). All service data should be stored and reported in the same manner.
See the note within [GNRL-104] Service Summary report article as an example, "Note: For the purposes of this report, multiple attendance services are limited to a count of 1 per day in the # of Services column."
4 votesThank you for your feedback. We are currently reviewing this request.
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Copy Fields the way you can copy Screens
Hello! In my organization, our Client Profile page has Fields we'd use multiple times in the same screen - reporting-wise they're different fields but essentially the same long picklist. For example, we have a dropdown of multiple languages for Primary Language, but that same list for Secondary Language. In cases like this, where the same or similar field would need to be in the same Screen, could we have a copy feature the same way we do for copying an entire Screen?
1 voteThank you for your feedback. We are currently reviewing this request.
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Delete Fake Entry
Hello! I currently use Efforts to Outcomes (ETO), a rival database provider for nonprofits, but am in transition to Clarity. One feature that ETO users rely on that you could implement in Clarity to be more competitive with ETO would be their Delete Fakes feature. In short, staff in various providers will use the client last name Fake to identify a client that is fictional for training, testing, or other QA purposes (this makes it easier to filter out fake clients automatically as well). When it comes time for monthly or quarterly reporting, there is a feature where an Administrator…
1 voteThank you for your feedback. We are currently reviewing this request.
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