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Clarity Human Services

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Clarity Human Services

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  1. 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

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  2. 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

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  3. 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

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  4. Add the ability to delete location photos in the New User Interface.

    1 vote

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  5. Adding time tracking to other Service Categories, particularly Mental Health.

    7 votes

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    0 comments  ·  Services  ·  Admin →
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  6. Currently, Current Living Situation assessments can be added to a template as an additional status screen, but it does not appear in the status update as an option to select (only status update and annual update appear). We would like for users to be able to choose a CLS as the status assessment.

    9 votes

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    1 comment  ·  Admin →
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  7. This view seems to be missing "last updated date". We need to filter on any CLS assessments that have been changed recently. Please add the field.

    1 vote

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  8. We would like a pre-calculated field in Looker that shows a count of the CURRENT enrollment household. The only existing fields now show a static count at the time of entry but that can change as household members get exited or new ones enter.

    additional context in support ticket: 38906463297

    1 vote

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  9. I wanted to suggest adding a field on the enrollment page specifically for human trafficking. Currently, there is a question regarding fleeing domestic violence, but it may be helpful to separate these categories to better capture client needs and ensure appropriate support.
    Please let me know if this can be added or if you need further details for implementation.

    1 vote

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  10. What: Adds admin option to refresh or save prior saved client screens.

    Why: Whenever screens are updated, the user has to manually save the screen for those new updates to take effect. This is especially true for assessments were scores become "stale" whenever changes to the assessment/assessment processor are made.

    How: For each screen add option to "Refresh/Re-save" (Yes/No). If yes, then allow for additional criteria such as on or after this date for "Date assessments Added" or "Assessment Date."

    Logic: If change is due to new field, add warning that the "New changes made to assessment questions - Please…

    3 votes

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  11. We have agencies with tons of services.

    Scrolling through the services box is inefficient.

    It'd be nice if we could filter via regex or at least search.

    IE, if I want to select all services that have [Program1] in the name

    I can add a filter where text must include "[Program1]"

    And it'll be as if I clicked [Program1] Service 1, [Program1] Service 2, [Program1] Service 3

    Of course, adding multiple filters to a single query is always helpful.

    1 vote

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    0 comments  ·  Services  ·  Admin →
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  12. Would it be beneficial to set the privacy at a project level rather than the agency level?

    2 votes

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    0 comments  ·  Sharing  ·  Admin →
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  13. With the new interface, it would be great to either have the recent search of clients collapse/expand in one of the action hub boxes by way that the client's names aren't already visible.

    1 vote

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  14. Our community is experiencing multiple duplicate entries that are flagging on our LSA. Is there possibilities to troubleshoot the workflow that is allowing same project enrollments along with same project type enrollments?

    Maybe looking into adding a warning before users begin the second enrollment.

    1 vote

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  15. Rather than making two versions of an assessment where one program has extra questions, could we make something where we make a display constraint on specific questions, such that if a client is in a specific program then questions populate, but hide otherwise? Thank you!

    4 votes

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    1 comment  ·  Admin →
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  16. Sometimes, if we hit an unresolvable issue with a field, we have to make a new one - which can impact reporting because that also means we need to make new looks/dashboards, and then we can't aggregate between the old and new version of a field. In some cases, could we look into allowing the field type and other settings to change later/not be permanent?

    Examples include:
    1. swapping a number field to a dollar field and vice versa
    2. swapping a checkbox to a picklist (within reason, probably couldn't go the other way around)

    2 votes

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  17. When using the drill down feature in a look - would like please client UID and/or client name. A lot of times we are looking for lists of clients and the only way to confirm who the client are - is to click into their profiles one by one.

    2 votes

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  18. The program merge tool allows you to enroll group members after a program enrollment has been created for one or more clients.

    The opposite would be helpful as well, a way to remove members from a group enrollment while preserving services.

    2 votes

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  19. Currently, when a client shares their location through the portal, this information does not appear on the outreach map.

    Would it be possible for this shared location data to also be displayed on the outreach map? This feature would be very helpful for tracking and coordinating outreach efforts more effectively.

    2 votes

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    0 comments  ·  Outreach  ·  Admin →
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  20. When looking through the completed and denied tabs, some of our partner agencies are having to go navigate to the 10, 15, 20th page of clients to get to the most recent completed or denied referrals. There is the current ability to sort by date, but it is only oldest to newest. It would be extremely helpful to be able to sort newest to oldest. Thanks!

    5 votes

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    0 comments  ·  Referrals  ·  Admin →
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