345 results found
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Mark "Client Location" as hidden/constrained on screen editor
When editing a screen in Clarity, most fields are marked with a special icon if they are hidden (crossed out eye) or constrained (up arrow with hat). However, the "client location" and "Relationship to Head of Household" are not marked in any way even though they have constraints hard-coded. So, the "client location" field will not appear on an enrollment screen if only one CoC is associated with the program associated with the screen. This is a great time-saver, but for Admins it would be helpful to just have this noted on the screen editor like all other fields with…
1 vote -
Add Hidden Field Option to Encampment Screen
Many communities are using the Encampment Screen to complete encampment assessments that may include scoring. Encampment screens are not compatible with assessment processors. To help improve options for scoring, I'd like to recommend the use of hidden fields. Hidden fields are commonly used in complex assessment design and this option would create more flexibility to configure scoring within the encampment screen.
As a sample use case, I'd like to create a hidden & read only field for High Health Risk. I would add display constraints to the field so that it is only enabled when the encampment meets conditions for…
1 vote -
Sharing on Program Level
Sharing set at a program level instead of an agency.
Departments do not work like they should for programs like RHY. It would be better to have more flexibility on where visibility can be set.1 vote -
Program detail - history and notes
Please add program history under Program Resources, under Modify Program, that allows tracking of program history by dates (more than just a plain text box under Program Description), so we can track audits, meetings, contracting, staff changes, incidents, events.
1 vote -
é and other characters for staff names
I have a staff member whose name has a é in it, but when I entered this to create a staff account it autocorrected to a ? mark. Would it be possible to add letters with accents to the acceptable characters for staff names? Thank you!
1 voteThank you for your feedback. We are currently reviewing this request.
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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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Add audit log for when notifications are sent
Many notifications are automatically triggered by certain actions in Clarity. However, it is not always clear if the notification was actually sent or a way to check in the UI. So many customer workflows depend on those notifications being sent that it is important for System Admins to be able to see if they sent or not.
0 votesThank 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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Bulk Service Placement by Caseload
It would be great if users could bulk add services based on their active case loads. They would see a list of all their assigned clients (or alternatively search bar where they could add todays clients to a list) and then assign a bulk service (or toggle multiple services) for all the clients on the list (or check off the ones it applies to). Perhaps new enrollments assigned to them could automatically show up on this list.
1 voteThank you for your feedback. We are currently reviewing this request.
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service require roi
Require a valid ROI for a program level service transaction
In the attendance module you can toggle on "require ROI for attendance" but in regular program services this isn't an option. Making this feature part of program services would prevent services from being added when a valid ROI isn't present and provide staff a reminder to complete an ROI at the time of service.1 voteThank you for your feedback. We are currently reviewing this request.
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Update DateDeleted Functionality in DIT
The Data Import Tool seems to completely ignore the "DateDeleted" attribute on the Exit HMIS XML Element. If an Exit has been marked as deleted by setting a value to "DateDeleted", existing exists will not be deleted, and if that enrollment did not previously have an exit, that enrollment will be updated with the deleted exit date. This is a major problem as it makes it impossible to accurately import data from external sources, not only is there no way to remove an exit that was erroneously entered into the other system previously, but it is also actively importing garbage…
3 votesThank you for your feedback. We are currently reviewing this request.
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Ability to print bulk scan cards
Sometimes there is a need to print many scan cards in one session. It would be great to have an option to print a bulk amount of client scan cards in one session, versus having to go to individual profile screens and print separately.
2 votesThank you for your feedback. We are currently reviewing this request.
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Add multiple instances of the same Service, without having to click submit repeatedly.
Our agency has a lot of repeat services and staff members have requested having a feature where they could enter in multiple services easily (like a dropdown or quantity number), rather than clicking submit repeatedly to add them.
4 votesThank you for your feedback. We are currently reviewing this request.
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Link Files to Services
We would like to be able to link files to services. For example we track our Rapid ReHousing Subsidy payments as services. It would be helpful to be able to link the back up documents saved as files to specific services.
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.
1 voteThank you for your feedback. We are currently reviewing this request.
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Ability to delete services within an enrollment
Currently, users have the option to edit a service, unlink it from one program, and then link it to a different program within the Program Service page. They do not have the option to delete the service from the program level history page, instead, they have to navigate to the Client History page to delete the service.
It would be beneficial if users also had the option to delete a service within the Program Service page.
3 votesThank you for your feedback. We are currently reviewing this request.
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Variation on the [STFF-106] User (Client Note) Hours Tracked but using Service Connected Hours.
Either use the existing [STFF-106] report and add a parameter to select either Client Notes Hours, or Service Hours. OR create a new report under the Program Based Reports category.
Still need the ability to select by Program and User.
Increasingly our funders and stakeholders are asking for hours to be tracked along with Services. It makes sense to do both within the Services functionality AND be able to report out.
4 votesThank you for your feedback. We are currently reviewing this request.
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Add multiple service items for client at the same time
When providing a service to a client, it would be helpful to be able to add multiple service items all at the same time for the client, perhaps with a tick box by each one to save time.
2 votesThank you for your feedback. We are currently reviewing this request.
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Direct agency switch in staff seach
When searching for a staff member in Clarity, search results display the agency that the staff person is associated with. It would be helpful to System Admins to be able to click directly on the Agency name in the search results to switch to that agency
2 votesThank you for your feedback. We are currently reviewing this request.
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Customize agency screens
Similar to the way that System Administrators can add custom fields to a Program Set-up screen, it would be helpful to be able to add custom fields to other screen types, especially the Agency Overview screen
2 votesThank you for your feedback. We are currently reviewing this request.
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