694 results found
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Adding Client Files to Goals
My team and I love the functionality of goals! However, we found that it was limited to services, status update assessments, and time. We would love to see this expand into client files.
Ex: Goal of obtaining a driver's license or State ID can be met when a CM uploads "Personal Identification: Driver's License or State ID Card" into Client Files.
4 votes -
Additional Agency Access - Inactive Setting
It would be very helpful if we had the ability to make an Additional Agency Access 'inactive' as we require Annual recertifications for things like Coordinated Entry - which is set up as Additional Agency Access.
Currently we have to remove access completely and then re-assign access, and that is very time consuming.1 vote -
Add "Agency ID" option in Looker to the field Release of Information
We built a custom report that included identifying the agency that uploaded a specific ROI. The field category "Release of Information" includes fields for Agency CoC and Agency Name, but not Agency ID. There is an ID field listed, but it is the ID of the ROI.
We recently established a uniform naming convention for all of our agencies and programs. For the custom reports that each agencies has that identifies errors in the ROIs that they have uploaded, we have to manually change the names in ALL 150+ agencies.
Please add the Agency ID field to this section so…
2 votes -
Hosting of Custom Client Forms
There should be a way for custom forms to be uploaded to Clarity instead of building out a form within Clarity's "Client Forms" tool. The "Client Forms" tool is tool located at: Grid / Waffle --> Settings --> Client Forms.
We have created forms in-house that are far more robust than what we can build out through the Client Forms build tool. These are blank and fillable PDF files that we would like uploaded to Clarity for field staff to use instead of whatever is built out within Clarity.
Ideally, this custom Client Form, would open the same way by…
2 votes -
Safe Guards for Mistaken Expirations
We have had an issue with shelter providers allowing referrals to accidentally expire while still working towards a transportation plan/intake appointment and then subsequently enrolling folks as a non linked enrollment.
Right now if they have already completed intake, to rectify this we have to delete the enrollment and re-refer them to the program opening and then re-add the enrollment. If the provider catches this before enrolling they have to potentially wait on our matching team to resend a match before completing their intake appointment or take the data on paper and enter it later.
While obviously our team needs…
2 votes -
Automatically Recalculate Goals based on service date
As of the June 2024 Feature release, Goals now automatically recalculate when their associated measure is met or not met. For Goals with a Service Based Measure, the goal will automatically recalculate using the current date not the date entered for the Service.
For example, let's say I have a Goal for a client to receive an employment service, that is measured by whether a employment service category service is issued. If today's current date is 7/10/2024, and I issue an employment service with the date back-dated as 6/30/2024, then the Goal will automatically recalculate and the accomplished date will…
3 votes -
Merge fields
Have the ability to merge three fields at once.
1 vote -
Uploading Files - New Update Is Creating Extra Clicks
There seems to be a new update in the ONE system when it comes to uploading files, and I am running into the following issue:
When you go to a Profile and click on “FILES” then click “Add File,” it takes you to a page titled “UPLOAD A FILE.” Then, you click “Select File,” and choose the file to upload and then click “ADD RECORD.” The file is then uploaded and you are redirected back to the “MODIFY FILE” page for the same file you just uploaded.
It would save a lot of time if instead, we were redirected back…
2 votes -
Publish Client Contacts Email field for use in Screens
The field (clientcontacts.email) is only available to be used in the Client Contacts tab. Unfortunately it's the only field that provides a data quality component around email addresses. If you enter text that doesn't include the @symbol, it won't let you save, and an error pops up saying "Please include an @ in the email address". In addition, under the field you see in red "Email is not a valid email address." If you add an email address to any other screen or assessment you cannot embed the requirement for an @ symbol. It would help to have this…
1 vote -
QR Code for Forms
Add QR code generator
Reason: The QR code can be used to identify hard copies associated with clients or be used when scanning the documents so that system can automatically upload the file to system for respective client.How: add QR section so users can select from file dropdown (allow multiple select and number to generate). Generate a pdf with QR codes.
Allow users to add QR code to scanned/uploaded files. Users can edit how the QR displays on file.
If file has QR code, indicate in the File section of HMIS.
If possible, add QR code to files already…1 vote -
Client Form Enhancements
Add ability to convert screens into forms.
Reason: Administrators often need to create their own forms for general use or specific populations. When screens are updated, the forms need to be updated as well.
How: Allow admin to select screens (client profile, enrollment screens, assessment screens) and their respective fields. Convert fields to form fields. Include the ability to generate a file in multiple formats and or link to post to website.
The selected fields will display as they do on their respective screen, but users may edit.
If possible, convert the constraints to fields. For example, if a field…1 vote -
Screen edit options
Add additional settings to screens to allow data entry edits/updates.
Reason: While some processes may require the screens to be edited/updated by the user when there is incorrect data entry other processes may need to prevent these types of edits.
How: This additional setting will allow administrators to determine if the screen is editable/updatable and how many times a user can edit/update. Add checkbox “allow edits” and if checked add number of types to allow edits. Add banner to show if screen is editable/updatable or has edit limits.1 vote -
highlight required textbox fields
This is a request to highlight required textbox fields red when left blank. When other field types are required, a user cannot move on and Clarity highlights the missing field in red. However, when it is a textbox, there is no indication that the text box is the missing field.
8 votes -
Create a standard report for CE Events provided by "regular" programs, not just the "CE System Program".
We have "non-CE System" programs called RAP "Regional Assistance Program" that provide CE events. There is no standard report that provides information about those events. The "CE APR" comes up blank when I run it on the RAP programs. We could use a report that organizes the CE event information. Data Analysis reports are really just a list of what was done.
2 votes -
Ability to assign two people to one bed
We currently have to create two beds and link them together (Bed 1 and Bed 1A) to show that two people are occupying the same bed.
2 votes -
Automated warning if an admin is about to delete a field that is used for conditional formatting
We have some fairly complicated custom screens that use custom fields and display constraints. However, a field was recently deleted but the admin deleting the field was unaware of the display constraints and it broke the screen. It would be great if a warning message popped up warning the admin user that a field is being used for display constraints and either not allow the deletion or require the admin user to confirm the deletion. Ideally, the warning message would include a list of fields with the display constraint applied.
Thank you.
5 votes -
[DQXX-103] Monthly Staff Report - Add Parameter that Allows Users to Filter in/out Users with Additional Agency Access
[DQXX-103] Monthly Staff Report currently includes all users who have access to that agency, including those who have additional agency access. Having the report show all users with additional agency access makes it challenging for providers to use this report in a meaningful way when looking at their agency staff's activity in Clarity.
I propose to add a parameter to this report to allow users to globally filter in/out users with additional agency access to the agency they pull the report under. This would help agency leads in filtering out oftentimes irrelevant user activity information regarding users with additional agency…
5 votes -
Group Enrollments - Removing a program exit for one or multiple household members.
For group enrollments, the option to remove a program exit (reopen a client enrollment) should be an option to reopen the enrollment for one or multiple household members.
1 vote -
Add the ability to attach a file to Clarity messages
It would be helpful to be able to attach files to messages sent within the internal Clarity messaging system.
1 vote -
Live Marker: Household Move-In Date
Reason: Move-in date is added to the current head of household at entry, and it is not visible to other members' enrollment or their database records.
Logic: Looker already has a Household Move-In Date field so just apply the same logic for the live marker.
Outcome: When this live marker is added to screens, it will display the current head of household move-in date from the entry screen. Since live markers added to screens show up in the database, client records would also have this field...might need to make this dynamic in the database so that historical move-in dates are…
1 vote
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