10 results found
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Favoriting resources in resource directory
A way to favorite resources in the Customer Portal resource directory so users are easily able to find their most important resources, and add notes about them. Also have them appear on the Locations tab within the Portal for easy access
4 votes -
Customer Portal: ability to edit documents after upload
Currently, once a user uploads a new document in the Customer Portal, they are not able to edit the document. Instead, a Clarity user with the right access role needs to make any changes or delete the uploaded document. It would be useful for Portal users to be able to make changes or remove documents that they have previously uploaded, for example if the document they upload is blurry or the wrong category is selected.
2 votes -
Customer Portal: show Service history
Currently, only program enrollment history is shown on the Activity page in the Portal. Some communities also wish to display Service history to improve transparency (for example, showing contact attempts that have been logged as services).
2 votes -
Customer Portal: "show password" option when creating account and logging in
Communities have received feedback from clients who have struggled to create their Portal account and log in without being able to see their password as they're typing. It would be useful to provide users the ability to "show password" as they're typing so that they are able to more easily access the Portal.
2 votes -
Customer Portal: AI support chat option
It would be useful to provide an AI support chat option within the Customer Portal. This could be used to support users who need assistance or instructions on how to use specific Portal features. This could also potentially use the configured community Resources and Community Info articles to guide users towards resources that may be available to help meet their needs.
2 votes -
Prompt clients to confirm contact info on regular basis in the Portal
Some websites, like banking apps, periodically ask users to review and confirm their contact information is still accurate. It would be useful for this function to be able to be enabled in the Portal on a set frequency to ensure clients' contact information remains up-to-date.
2 votes -
Customer Portal Resource Directory: navigation/directions/transit overlay
In the Customer Portal Resource Directory, it would be useful for users to be able to get directions and navigate to a resource from their current location.
It would also be useful to have map overlays, like public transportation routes, so users can identify resources that they can reach more easily.
2 votes -
Customer Portal: show banner on Messages screen
Communities have requested the ability to add a disclaimer or banner at the top of Messages in the Portal, letting users know that in cases of emergency, they should reach out to 911, and not attempt to contact their care team via the Portal. This could potentially be a standard banner or customizable by community.
1 vote -
Customer Portal: Allow assessments to be completed without provider request
Currently, Assessments in the Customer Portal can only be completed after being requested by a provider in Clarity. It would be useful to allow specific assessments to also be completed without a provider request.
Some potential use cases for this include:
-master application for future housing or employment opportunities
-outreach request or other provider support request (like housing problem solving)
-feature feedback or Portal support request1 vote -
Customer Portal Integration with INVENTORY
It would be useful for Clarity INVENTORY to integrate in real time with the Customer Portal, so clients can see available shelter beds and/or be added to a reservation or wait list for an available shelter bed.
1 vote
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