627 results found
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Add filter and sort capability to Client Search result list
Often Client Search results are several pages long. It would be helpful to be able to filter Client Search results by location (city, SPA), age or age range, DOB, gender, race, program enrollment status, SSN or last 4 of SSN, etc. It would also be helpful to be able to sort results by the "late updated" date.
2 votes -
List suffixes, last 4 of SSN, or other additional identifying info on Household Members list to the right of Client Profile
Some families have children named after a parent, leading to multiple persons with the same first and last name in the household. It would be much easier to navigate to the correct household member if there were their suffixes (Jr., Sr., etc.) listed by the name so you knew which one you were clicking. It would also help to ensure that the right person is assigned with the right member type. Right now, the display can be confusing and lead to errors being made.
10 votes -
4 votes
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Edit options under the "Mode" dropdown for Community Queue Sorting
I would love to be able to control which assessment processors are visible under the "Mode" drop-down so that only processors that are related to coordinated entry are visible.
4 votes -
An Access Role where the user can create new client records and edit them, but only have Read-Only access to all other clients
When training new HMIS users, we want them to practice creating new client records and editing the data in those records they have created. We also want them to be able to search for and read through other client records that others have created.
However, we DO NOT want them to be able to alter client records made by others. We have found that in the course of their training, trainees sometimes make accidental or uninformed changes to other client records. This results in the altered client record being partially inaccurate, inconsistent, and/or confusing. It takes us countless hours to…
1 vote -
Staff Report with Case Load upon Staff Deactivation
When staff are manually deactivated, it would be great if the system automatically generated a report with the staff person's client list. You cannot run the canned report for the client list if the staff is deactivated. And sometimes clients are not re-assigned after staff turnover.
6 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 -
Tool to update case manager
When a case manager leaves an agency AAs are having a difficult time reassigning clients to another case manager. Some case managers will have a case load of over 100 clients. It would be great to have a tool for system administrators to remove the case manager and assign the clients to another case manager.
5 votes -
Looker: Add Dimension "Latest Client Level Note"
Add a dimension under Client Notes-Client Level to to better identify the last client-level notes entered and/or to assist in calculating the number of days from today to last client-level note. *Similar to the Client Notes Enrollment Level: Latest Note by Enrollment dimension.
3 votes -
Allow ROIs Uploaded by Agencies Who Go Inactive to Remain Valid
Currently, if an agency is inactivated, all ROIs uploaded by that agency become invalid and any clients relying on those active ROIs get an "ROI missing banner". Our ROIs are set up for the entire CoC, so the agency uploading them is not relevant to the ROI's validity.
Please add an option so ROIs can remain valid, even if the uploading agency has been inactivated.
13 votes -
Backdate enrollment date to household members
When backdating a program enrollment for a household, the enrollment start date is set on the head of household, but then when each members enrollment page pulls up for household data entry, the date goes back to today's date. It would be helpful if the back dated date entered on the HOH would carry through to the household members connected to the enrollment.
2 votes -
Allow modifying of units/unit configuration while a family occupies it to prevent circumstantial issues
Hello! I ran into an issue where I needed to add a newborn family member to the housing inventory for compliance reasons, but I could not add a bed to the unit without changing the unit configuration, and could not change the unit configuration while someone was occupying the space. It would be great if we could add members of the same family all at once (and retroactively in this case), or just allow us to change unit configurations with fewer restrictions.
More broadly, just being able to add multiple family members to the same unit without having to do…
1 vote -
notes auto save feature
Add an auto save (example auto save every 2 minutes) function for Clarity notes. Reason for needed feature; in a fast-paced client environment where ringing of phones, walk-ins and appointments- easily distracted while inputting notes. Clarity closes out without saving notes. Feature will auto-save notation before Clarity closes out.
6 votes -
Add Housing Move-In Date Option to Status Update Assessments
Since the housing move-in date is on the enrollments page instead of the status update assessment, users will often leave the housing move-in date blank or are left confused since they frequently don't have that information when they initially enroll clients into a program. This can cause data errors. Could the housing move-in date be added as an option to status update assessments?
1 vote -
Allow System Admins to Send Mass Messages to End Users
Ability to send a message to all end users in an agency at once, which would be extremely useful for things like reminders, Eva data corrections, etc..
2 votes -
Allow the ability to edit Queue Remove reasons so they can be unique for each CoC versus systemwide.
Each coc should have the ability to adjust the reasons a referral is removed from the queue for evaluation of outcomes. Right now adding an option that is needed in CoC is difficult to train users in other CoC that it's not relevant in their community and to disregard that pick list option.
Priority level 3
19 votesThank you for your feedback. We are currently reviewing this request.
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Start Date and End Date Validation
Before saving a Start Date or End Date, validate the date is a valid calendar date. This could also check for dates recorded prior to 1/1/1915 as noted in HMIS Reporting Glossary. This could also check for dates in the future and give a warning message when the user saves that it is a date in the future to confirm accuracy. This could apply to both enrollments and services.
12 votesThank you for your feedback. We are currently reviewing this request.
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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 -
Allow users to use webcam or camera to take a picture of Client ID's or SS card to upload to the Files tab in HMIS
Our agencies like it when the clients ID or SS card is uploaded to HMIS. However, this sometimes can be a pain when they do not have a scanner or the means to get that into HMIS.
Is there any way where if a user has a webcam, they can select the category and file type and take a picture of, for example, a clients drivers license/ID card or Social Security Card and upload that under files for the client?2 votes -
Add Functionality to Sort Assessment Processor Subtotals
It would be helpful to have the ability to click and drag to adjust the order of the Subtotal categories. The functionality would be similar to re-ordering elements on screens.
Currently, the Sub-totals are displayed in the order they are configured. The ability to control this would improve the end user experience and give system admins better control over what their users see.
2 votes
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