73 results found
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Add time tracking to other service categories
Adding time tracking to other Service Categories, particularly Mental Health.
10 votes -
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.
43 votes -
VA Financial Services need to display the Financial Start and End Date on the History tabs
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 -
Increase the font size for the Clarity Unique Identifier in the [CLNT-103] Photo ID Card - Sample
Agencies use the attendance functionality to speed up the process of data entry, especially for those repetitive services.
However, in some cases, they have volunteers that will not be allowed to have access directly to the system. The volunteers write down the number on a tracking sheet and then the agency enters after the fact.
One of our agencies requests the following "...Is there a way to make the Clarity number larger on the cards? We have some volunteers who write down the numbers whose eyesight is not great?"
They are referring to [CLNT-103] Photo ID Card – Sample.1 vote -
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?
1 vote -
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?
1 vote -
Merge Clients: could we show client unique identifiers?
Could we have the part that displays the two clients merging on the righthand side also show the UIs? Currently, it shows name, DOB, and SSN, but in the case of a lot of duplicates these will be the same - making it harder to tell if you correctly placed the intended one as Primary. Thank you!
1 vote -
Contacts: can we have the note appear without a mouse-over?
When using the contacts page, the notes can currently be viewed by holding your mouse over the icon - but would it be possible to merely have that populate the text automatically? Lately we've been having issues where contact notes are missed, which is a problem for DV survivors who may have contacts listed in safety concern ways, such as "only call at night." Thank you!
1 vote -
Contacts: can we have the note appear without a mouse-over?
When using the contacts page, the notes can currently be viewed by holding your mouse over the icon - but would it be possible to merely have that populate the text automatically? Lately we've been having issues where contact notes are missed, which is a problem for DV survivors who may have contacts listed in safety concern ways, such as "only call at night." Thank you!
1 vote -
New user interface: display created by, created on, updated by, updated on in the same order in both program/global
Hello! In the new user interface, I super appreciate that you can see Created On, Created By, Updated On, and Updated By as separate categories. Could we please re-arrange them so that, regardless of whether looking at the global assessment level or program assessment level, they appear in the same order? Right now they are both in different orders and require a different number of clicks to access (some require the drop down). Thank you!
1 vote -
Show client unique identifiers on Caseload page (both current and future user interface)
Hello! Often staff will tell me this would save them a few clicks, as they may go to the Caseload page to quickly receive a list of their assigned clients and their respective UIs. Could we help them skip a step by populating this on this page? Thank you!
1 vote -
1 vote
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Add Customizable Drop-Down Menu Option to the Services on the Program Screen
Add drop-down/ pull-downs to services in the Program Screen to allow for better customization. It would help our agency better track the services our clients receive. For example, adding a customizable drop-down for selecting the funding source the service came from would be valuable! Adding a customizable drop-down to services would make using the services feature in the Programs Screen much easier!
1 vote -
filters and search within services
We have agencies with tons of services.
Scrolling through the services box is inefficient.
It'd be nice if we could filter via regex or at least search.
IE, if I want to select all services that have [Program1] in the name
I can add a filter where text must include "[Program1]"
And it'll be as if I clicked [Program1] Service 1, [Program1] Service 2, [Program1] Service 3
Of course, adding multiple filters to a single query is always helpful.
3 votes -
I would like an option to delete all services associated with a program enrollment, rather than having to go through and delete one service
I would like an option to delete all services associated with a program enrollment, rather than having to go through and delete one service at a time before we can delete a program enrollment.
6 votes -
Allow negative dollar amounts for the custom dollar fields
We use Clarity assessments for creating budgets for the client, and in particular have an automatic calculation on a dollar field to compare income to expenses. Occasionally clients will have a negative balance here, where expenses exceed income, which would manifest in the field as a negative number - but dollar fields aren't currently built to allow you to save a negative number.
This creates a problem as we need to know if a client is operating at a deficit in order to best know how to help them.
Would it be possible to tweak the dollar field so that…
4 votes -
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.
6 votes -
View Contact Fields (phone, email, address) in the PROFILE Screen for Ease of Access
View the Phone and Email fields entered under the CONTACT screen AND view the address field entered under the LOCATION screen on the PROFILE screen. Being able to view the CONTACT and LOCATION info. on the PROFILE screen would be helpful for ease of access.
2 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.
25 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
- …
38 votes
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