655 results found
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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 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: "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 -
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 -
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 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 -
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 -
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 -
The edit and delete button Mistake
Since the Edit and Delete buttons are sitting right next to each other, it’s a little too easy to click the wrong one… which I have just successfully demonstrated. I accidentally deleted a user.
If there were a recovery or “undo” option on that screen, it would make fixing this kind of slip much easier. Otherwise, the only solution is to recreate the user’s profile and then enjoy a generous serving of humble pie while explaining what happened and asking them to reset their password.
1 vote -
Include client UI number on the caseload page
Recently staff started using the Caseload button in the upper right corner more often, which is great! They have relayed the feedback that since the client list links to each profile individually, it'd be great if the UI numbers could be on display on the main Caseload page to save them a few clicks and loading times. Could we please do something like this and add a column?
1 vote -
Pentaho Reports in New User Interface- Link to Report Article
When Pentaho Reports are accessible in the New User Interface, please ensure that it is clear that there is a link to the report's associated Help Desk article. In the current interface, the link does not stand out in any way, and people often don't realize it exists.
1 vote -
Allow referral notes on snoozed records
Currently the system doesn't allow you to leave referral notes on snoozed CQ records. We snooze records if clients aren't yet chronic but will become chronic after a period of time, and sometimes navigators are assigned to snoozed clients to get the ball rolling for a potential housing opportunity. It would be great to be able to leave notes on the referral record to document any progress even if the record is snoozed. Thanks!
3 votes -
Create an AMI Tracked Characteristic based on Program Eligibility
Allow for a tracked characteristic to be built off the AMI data uploaded to system variables to ensure that an AMI tracked characteristic can be created to directly match the AMI eligibility that is set up under a program. This will aid matchmakers in making appropriate referrals from the queue.
4 votes -
Auto Exit from Street Outreach Program
It would be fabulous if we could set up Street Outreach programs to auto-exit clients when they enter Emergency Shelter, or obtain housing (enrolled in Perm Housing program or move-in date entered) similar to CE. Often we have agencies that conduct street outreach and they are not the same agency that provides temporary or permanent housing.
Allowing clients on the street to be auto exited from the SO program with the date and location of either temp or perm housing would enhance data quality for communities.1 vote -
Under the Program History tab, would it be possible to add a "Move-in-date" between the Start Date and End Date.
Under the Program History tab, can we add Move-in-Date between a program's Start Date and End Date. Programs without a Housing Move-In Date would remain blank while Programs like PSH that have one would be whatever is in that Program’s field. This will help audit move-in-dates at a glance.
1 vote -
DIT: Matched Client Summary
After the file has been validated and prior to file being imported, add Match count section to "Data Analysis" that will display the matching type, Regular, Full, No, and then provide the count of clients that were matched and those who were not matched based on matching type...For example, matching type = No would show "0 matched" and "0 not matched" and # client profiles created, which should match the "Data Analysis" # Client Record(s)
1 vote -
Allow usage of Departments for Additional Agency Access
Our community has programs that are interagency and at times we need to create additional agencies in which staff from multiple agencies have access and track information.
Allowing us to set up departments under their additional agency access would be helpful in ensuring people are able to see what is going on, but only access the programs they are supposed to. It would cut down on accidental enrollments into incorrect programs.3 votes -
Delete location photo
Add the ability to delete location photos in the New User Interface.
1 vote
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