55 results found
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Sum of financial assistance household has received (by type)
A summary page or report that lists out the amount a client has received in total by funding source. Currently staff need to manually look at each service transaction and sum up the amount. This is prone to errors. It would be best if staff can easily see how much a client has received in a specific funding source. For example, how much HIF or Destination:Home funding they have received in the client's history.
39 votes -
Add an option to identify pets as a “Household Member"
User Story:
As an outreach worker who works with unhoused individuals and their pets, I want an option to be added that identifies a pet in the “Household Members” section so that we can link the pet to the owner, have an accurate representation of family size, track safety and liability, and know who the client will be taking with them if they were to receive housing. We provide services to clients AND their animals, and we propose a comprehensive set of criteria to be included such as:
- Photo Entry
- Breed
- Age
- Name
- Color
- Microchip status
- Vaccination records
- Size
- Temperament
- …
36 votes -
Ability to Enable/Disable Service Notes
All services automatically have a "Service Note" field where notes can be entered. Agencies have requested that this field be disabled for some of their services as they do not want staff inputting notes here. However, there is not an ability to do this on the back end. It would be helpful if when setting up services, admins would have the ability to enable or disable the "Services Notes" field from displaying.
17 votes -
assigning general case note to all on caseload
In Career Services we often send out information on job openings and Career Fairs. Can you please add a function on the Career side of HMIS that allows for a mass email to be documented to the entire active caseload for this type of general correspondence as opposed to having to enter it over 100 times for each individual we are contacting. Thanks!~
1 vote -
Goals Template
You can only enter the service category for a service-based measure. It would be much more helpful to be able to choose the specific service item name instead. The categories are too broad to use them as measures.
1 vote -
SSVF services
When adding a new SSVF program in HMIS and auto provision is toggled on at Setup, a list of SSVF services are added to the agency, in addition to the SSVF services that are already there. So now there are multiple SSVF services with only one program toggled on in each service, when the multiple programs can be toggled on in just one service.
1 vote -
limited search results in the Attendance Module
the Client Search in Attendance Module only shows a screen full of results; please allow scrolling through the whole list.
1 vote -
being able to add a mass case note to my active clients
I send out job leads and notifications to my active caseload in CareerLink. This is about hiring events, career fairs, or community events. I was hoping I could have a way to add this note to everyone active on my caseload as I do this a few times a week. Now I have to input them when I touch a file. I was seeking a prompt to allow me to add a general case note reflecting this type of action to all active cases in one entry.
1 vote -
It would be great if customers could color customization their live and training instances.
It would be fantastic if customers could customize the colors of their live and training instances.
1 vote -
Allow help chat button to be draggable across the screen
Hello! Sorry this category doesn't fit - I wasn't able to find the correct one. When there is a family of four or more, the quick shortcut buttons in the lower right corner of the program can be blocked by the help chat button (shown here: https://i.imgur.com/MFVi9pS.png ). Would it be possible to make the chat button something we can drag and drop elsewhere, or possibly move it to another space, so that this doesn't interfere?
Either way, thank you so much for all that you do!
1 vote -
Remove Row Number Limit
Our agency is conducting more comprehensive data analytics projects. However, the 5000-row limit makes it extremely slow for our data team to pull data at finer levels of details, such as service notes over the past year. Is there any way we can increase or remove this limit?
3 votes -
4 votes
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Organize Assessment history by type of assessment
Hello! Hope everything is going well. Our staff migrated to Clarity from ETO, and one feature that ETO has that Clarity doesn't is the ability to organize the Assessment history (known as Touchpoints to their system). Instead of providing them all in one list, it sorts them by the Assessment type, making it easier to find the specific one you're trying to view, edit, or delete. This would be a great way to not only help existing Clarity users but also help Clarity compete with other databases for those who could be moved to our side.
You can see a…
2 votes -
API to Pull Data Directly
Can we develop an API that allows pulling data directly and in real-time from Clarity? My agency is developing an internal Python app that generates customized dashboards and reports (for which the Clarity platform itself does not provide enough flexibility). However, in the long run the app cannot rely on downloading Excel files from Clarity every time we run. With a customizable API, we can transform the SQL query from the Data Analysis client model reports to a query for the app, which would allow fewer steps for data management.
1 vote -
Toggle Additional Household Members in Attendance
The ability to toggle additional/all household members in an Attendance Module's scanned services would be incredibly helpful for agencies that provide daily, weekly, or monthly services for entire households; especially when only one or two members of the household are present but the service must be applied to everyone.
3 votes -
Allow a warning or block before editing core data
Hello! Similar to how the SSN has a warning pop up before you edit it as core data, could we please implement a feature where custom fields could either be prevented from editing later or require multiple clicks of confirmation before doing so, with some warning text available, to prevent misclicking away something important on the client profile or other screens?
Thank you!
2 votes -
Ability to add services to HoH progam enrollment only
When creating a service we'd love the ability to set services up so they can only be accessed/tracked/created in the HoH's program only. We have programs that we need to have users only track under the HoH. However, users sometimes forget and will track services under the second adult in the HH or under the children. This causes issues when we are running custom reports that are set to only pull information from the HoH and the services provided.
1 vote -
Exporting File URL Link under Clients File Link field
Please allow downloading or exporting file links. Even though Clarity generates a link that is accessible through a context menu in the Data Table, the URL of the link is not an exportable or reportable value in Looker. My agency is developing an app that would allow navigating to files and audit those files in a more centrallized and faster manner, and the file links are a key feature of this application.
1 vote -
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.
3 votes -
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
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