63 results found
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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 -
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.
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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.
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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.
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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.
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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.
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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 -
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.
1 vote -
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 -
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 -
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 -
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 -
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 -
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.
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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.
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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.
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