50 results found
-
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.
-
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.
-
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.
-
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.
-
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.
5 votesThank you for your feedback. We are currently reviewing this request.
-
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.
-
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.
8 votesThank you for your feedback. We are currently reviewing this request.
-
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.
4 votesThank you for your feedback. We are currently reviewing this request.
-
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."
5 votesThank you for your feedback. We are currently reviewing this request.
-
HUD/Federal Parter Services and Referrals pull into a Copy of Templates
Services and Referrals that are on the templates the are already in the system should pull over into a copy of the template. This will ensure that all the correct Services and Referrals are on the template copy. Having to recreate these services and referrals take time away from the other work we already need to be doing.
2 votesThank you for your feedback. We are currently reviewing this request.
-
sys admin added features
Allow System Admins to link Agency based assessments and services to specific programs
2 votesThank you for your feedback. We are currently reviewing this request.
-
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.
7 votesThank you for your feedback. We are currently reviewing this request.
-
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.
-
The Calendar needs to be more functional
We have received feedback from CoC partner agencies about using the calendar:
"When scheduling appointments, first the report of appointments has to be run to see if there's any conflicting appointments.
It takes FOREVER (feels like it) for a report to be run. Then you have to go put in the appointment after the report shows up.
Then you have to rerun the report to make sure the appointment you scheduled is on the guests schedule and wait for FOREVER again....
If there's anyway we could have a quicker way to access each guest's schedule that would be great.
It…
3 votesThank you for your feedback. We are currently reviewing this request.
-
Allow Custom Services to be Deleted with the DIT
If System Admins can upload Custom Services through the XML DIT, they should also be able to delete Custom Services. Our organization recently integrated a new agency into HMIS with a large quantity of custom services, but one of those services is misleading and should be removed from the system. We have no way to do this because "custom services are not supported for deletion using the DIT, only HUD-defined services".
4 votesThank you for your feedback. We are currently reviewing this request.
-
Alert pop up for Attendance module
When scanning in or adding clients in the Attendance module, have an actual pop up appear for those who have a public alert.
Currently, an icon will appear next to the client's name and then you must hover over the client name and then click on the public alert to see it.
This causes delays for shelters that need to check in a large number of clients.
An immediate pop up would ensure that End Users have the ability to both quickly check many people in AND catch important public alerts.
16 votesThank you for your feedback. We are currently reviewing this request.
-
Scheduled reports: Use Schedule Time instead of Schedule Date
Hi Clarity Devs,
It would be helpful to have the ability to select the time at which a schedule report should run. Each time I schedule reports for a day, they haven't run by the time I'm up and need them around 6a. Allowing a user-specified time for the report to run instead of an arbitrary time on the selected date would solve this issue.1 voteThank you for your feedback. We are currently reviewing this request.
-
Ability to Link a File to a Service
It would be useful to be able to link files to specific services. For example when we enter a Rapid Rehousing financial service I'd like to be able to link the associated file back up to that specific service.
4 votesThank you for your feedback. We are currently reviewing this request.
-
Recurring Reports
It would be help to have a recurring schedule options of the reports within the schedule option now. Currently, an user is able to schedule reports for each day they want the report initiated. It would be extremely useful to have an option to run reports daily, weekly, monthly, etc..
10 votesThank you for your feedback. We are currently reviewing this request.
-
Toggle Services
When we go in to enter services for a CORE Mobile Outreach client, we would like a drop down menu that we can use to toggle services after entering the service dates and vendors. At the moment, we have to enter each individual service one by one, which is extremely repetitive and time consuming.
Example
Service start date: 1/1/2021 Service end date: 1/1/2021
Vendor: Team AServices
Toggle slide Emergency supplies
Toggle slide Animal services
Toggle slide DMVReferrals
Toggle slide Concord Care Center
Toggle slide Warming centerLinkages
Toggle slide HCH Mobile ClinicSave
7 votesThank you for your feedback. We are currently reviewing this request.
- Don't see your idea?