74 results found
-
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 -
I want to be able to see the Care Team member's assigned agency
I want to be able to see the Care Team member's assigned agency
2 votes -
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.
2 votes -
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 -
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 -
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.
-
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.
-
Integrate card reader functionality into the reservation process.
This includes being able to scan a client card to assign them to a reservation, as well as scanning the card to mark the client as present. For marking attendance, this should be set up in a way that allows a provider to continuously scan cards to mark attendance without having to change pages or click between clients. The goal is to use cards to increase the efficiency of the process and reduce time spent clicking on reservation slots.
2 votesThank you for your feedback. We are currently reviewing this request.
-
ability to write one assessment and have it apply to multiple clients
In some cases, an assessment might need to apply to multiple clients, similar to how a service can apply to multiple clients (but in niche cases it doesn't make sense to do this in services). Could we ever consider ability to have one assessment associated with multiple clients to save time?
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
-
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 -
Operational API needs to have a comparison option
When using this, I can only pull data with field values "equal to", such as "clientID" is "equal to" "12345". An example of what we need is to pull records where "end date" is "less than" a given date, such as today. Ultimately we want to edit the results of this pull. Doing it one at a time is just as bad as editing directly in Clarity.
1 vote
- Don't see your idea?