74 results found
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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.
6 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.
6 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.
6 votesThank you for your feedback. We are currently reviewing this request.
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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.
6 votesThank you for your feedback. We are currently reviewing this request.
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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 -
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.
5 votesThank you for your feedback. We are currently reviewing this request.
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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".
5 votesThank you for your feedback. We are currently reviewing this request.
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Link Reservations to Inventory
Link the reservation features with the new Inventory platform. These two functionalities should be closely integrated so that providers can reserve clients to specific rooms/slots/beds, mark attendance, and allow for reporting on how clients are tied to programs and funding sources in the Inventory setup.
5 votesThank you for your feedback. We are currently reviewing this request.
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Assign multiple people to a single room (to allow for tracking household members or partners).
Allow for the assignment of multiple clients per slot to facilitate household data collection. Currently, only one person can be assigned to a reservation, and this makes households difficult to pull data for. It would be much more streamlined if providers could assign multiple clients to a single room and have that reflected on the slot view as well as when pulling reports/Looks.
5 votesThank you for your feedback. We are currently reviewing this request.
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4 votes
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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 -
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?
4 votes -
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…
4 votesThank you for your feedback. We are currently reviewing this request.
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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 -
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 -
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 -
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.
3 votesThank you for your feedback. We are currently reviewing this request.
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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.
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Ability to reorder slots
Allow for the ability to reorder slots in the service setup. Currently they are limited to the order they were created in. This is an issue when trying to organize rooms that are created later but need to be grouped with other rooms within the same section.
3 votesThank you for your feedback. We are currently reviewing this request.
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Ability to mark a room offline, with date range and dropdown for reason offline.
Allow for the ability to mark a slot offline (with a date range), as well as a dropdown for the reason offline (maintenance, staff use, etc). This should be able to be configured directly on the bed reservation page by the service provider without having to access the setup/management pages.
3 votesThank you for your feedback. We are currently reviewing this request.
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