474 results found
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Note Tags
It would be helpful to be able to select "tags" for a case note. So the worker can pull up notes and find the ones that are tagged for a specific item. Example, they could put in a case note about meeting with a probation officer, and then before the next meeting, pull up all of the notes that are tagged "Probation", or something like that.
2 votes -
Allow for clickable links to external websites
It would be great to add a hyperlink to a case note or service note For example, to a client's folder in our company's cloud storage, to a rental listing, or property management company's website
6 votesThank you for your feedback. We are currently reviewing this request.
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Live Marker: Agency Identifier
Some providers request collection of data on various screens while there are several ways to accomplish this (Assessment, Live Marker Program Identifier, custom screens, etc) those methods may not be viable when providers only request 1 or few questions on specific screens such as the entry screen.
An Agency Identifier live marker would function the same way as the Program Identifier live marker and would allow constraints to be build around Agency Identifiers. For example, in the case provided above, the entry screen can have the one or several fields applicable to specif agency(s) for all their programs.
3 votes -
Expose Fields in Looker
Typically if there is data in Clarity Human Services, we expect to be able to report on it using Looker. There are some fields that are not exposed for reporting purposes. Two examples that we would like to have exposed in the Program Descriptor model are the 'Navigation Profile' field or the 'Primary Coordinated Entry Group' field. These are found on the Agency Overview screen.
1 vote -
Duplicate Clients Report: Program Parameter Addition
We are fielding requests for the Duplicate Clients report to run based on program. Our users have historically sent us lists of clients that needed to be merged; they want to check within their own programs rather than across a whole agency.
2 votes -
Change INVENTORY Dashboard Sharing Settings to CoC-Based
Currently, the INVENTORY dashboard can be shared by Agency, Coordinated Entry Group, or at the System level. For a statewide instance of Clarity, each CoC operates as a separate system. For this reason, it would be beneficial if the INVENTORY dashboard shared shared by CoC instead of systemwide. This way units made in one CoC are not visible to the entire instance when the sharing setting is set to System.
This was an idea brought forward during discussions with Washington Commerce and King County.
5 votesThank you for your feedback. We are currently reviewing this request.
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Case Manager Notification when assigned a referral
We would like to request that the case manager receive a system notification when assigned to a referral. Currently users can only see this information if they go to the "Case Manager" tab within the Caseload tab.
12 votesThank you for your feedback. We are currently reviewing this request.
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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
6 votesThank you for your feedback. We are currently reviewing this request.
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Penultimate assessment
For Looker, it would be very helpful to have a way to identify the penultimate assessment.
This would be used to compare changes between the most recent assessment or exit with the previous to look for changes. For example, did income change since the last assessment. Not just compare with entry and the most recent/exit.
2 votes -
Reassign Referral Regardless of Inactivity Threshold
Currently if a housing referral is denied by a provider and referred back to the community queue, you have only until the inactivity threshold kicks in for that referral to make another reassignment (e.g. back to the original housing provider, who may have "re-opened" the referral). Taking away the impact that the inactivity threshold has on this aspect would be great. Thanks!
2 votes -
Auto-refer to CQ upon completion of CA
To prevent the end user from having to complete an extra step, can a referral to the community queue be automatic once the user completes the coordinated assessment (VISPDAT)?
4 votesThank you for your feedback. We are currently reviewing this request.
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Alphabetical Sorting of Programs on Eligibility Screen
When referring a client to a program via the Eligibility screen, the list of programs is currently sorted by Type ID, Agency ID, Program ID. Instead it makes more sense for these to be sorted by Type ID, then Agency NAME, and Program NAME. Since we are able to control the names for our programs, but not the ID number, this gives us control over the sorting which would be ideal.
13 votesThank you for your feedback. We are currently reviewing this request.
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Allow for manual removal of clients from encampments.
Users have expressed scenarios when automations will not prompt the removal of a client from the outreach map when appropriate. Allowing users this ability will account for the scenarios in which automations are applicable.
22 votesThank you for your feedback. We are in the planning phase of a feature or update related to this item.
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Ability to save reports in the system or save parameters as a "preset"
It is cumbersome to enter the same parameters over and over when you want to pull a report. It would be nice to have it save somehow. Either:
1. Save the entire report within the system
2. A way to save to your computer with client I.D. list still accessible
3. Save report parameters as "preset" options like saving your favorite radio stations on your car.1 vote -
Household Management Enhancement
I have a suggestion for the "Household Management" screen. When you go into a clients profile and click "Manage" above the household list it opens up the "Household Management" screen which shows a list of previous members. It would be handy to have the HMIS numbers next to the list of names of previous members.
For example the attached, I am wanting to open up the previous household members profile "michael Williams". Usually I search the name in the search bar and can find them. In the example attached, if I search "Michael Williams" it brings up a list of…1 vote -
Assessment Measures
It will be great if 'Assessment Measures' only shows data when the field has been answered and not all fields in the assessment that have been selected to be an 'Assessment Measure'. The current visibility is not ideal to case managers as they only need to see the data within the fields that have been answered.
17 votesThank you for your feedback. We are currently reviewing this request.
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Allow the ability to edit both the referral reassigned date and referral status for accurate reporting
Without this functionality, the Referral Statistic - Outbound report is useless due to user errors that cannot be corrected.
Priority level 3
5 votesThank you for your feedback. We are currently reviewing this request.
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UI Updates
It can be inconvenient to need to move to a different tab when adding client data. Some tabs, like Contact for instance, might fit under the profile, but having it as a separate tab leaves it in a view that many users rarely look at to see if it's populated.
Another suggestion was to incorporate all family members in a single view that incorporates all of
their demographic details.3 votesThank you for your feedback. We are currently reviewing this request.
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Ability To Hide Names in Recent Clients List
For security, it would be great to have the ability to either hide the names in Recent Clients list or to show their searchable ID's instead of names. This would be helpful when working in an open office environment and you want to access the client search screen.
3 votes -
Ability to create a user-specific, time limited form
Our CES utilizes a special request for prioritization process where the end user is granted permissions to submit a Google Form. Ideally, this would be built into Clarity so the end user would receive a notification that there is a special request form for them to complete within x number of days. This would be a custom form only available to that user for a limited time.
5 votesThank you for your feedback. We are currently reviewing this request.
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