658 results found
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Make initial occupancy start date blank by default on PH screens
With the new update as of April 2026, the initial occupancy start date defaults to today's date for programs that use INVENTORY. I don't think this makes the most sense for PSH/PH workflow. The only way to clear the housing move-in date is to scroll all the way to the bottom and clear the initial occupancy start date. The vast majority of the time, clients are enrolled in PSH projects before move-in, so staff will almost always have to remember to scroll down and clear this date before continuing with the enrollment screen. This will almost certainly lead to data…
3 votes -
Filter Active Caseload by Program/ Add Program Sort Feature
Currently when I go to my active caseload all programs are listed in alphabetical order. Some staff have 5 pages of programs with their most frequented programs being on the last page. Adding a feature so you search by program or pin a program to the top of the page is a small change that would remove some of the headache of clicking through pages to find the program you need.
1 vote -
Remove File Predefined Name "Other"
We are trying to make our program intake process "paperless", by having staff scan and upload files to the client's enrollment. We want to be able to run a report and verify that all the necessary paperwork has been uploaded. With "Other" so easy to use, it does not work.
Every file category has a file name which is always available, "Other". It allows staff to enter their own file name. It cannot be removed; it is part of every category as soon as you create it. "Other" is too easy to use. We have literally thousands of "other" files.…
1 vote -
Optimizing the process of recording services provided
Please get rid of the auto-minimizing tabs. It drastically slows down the process of recording services provided. Instead, add a checklist of all possible services, and a drop down menu to sort for only the services one's program provides. It would be most efficient, since there are so many possible services, if that checklist could also be navigated alphabetically by hotkeys
1 vote -
View and search a list of program enrollments
I need to be able to search a list of my program's active enrollments. Especially with common names, dozens of names will appear, most of them not even enrolled in my program. Birthdate and ID number appear as well, but the guest isn't always there to ask. It would be much easier to search only people enrolled in my program. It would also be useful if the list could be sorted by various criteria.
1 vote -
Notify PATH staff before a client is auto exited
Notify PATH program staff before a PATH client is auto exited
4 votes -
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.
3 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.
3 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.
2 votes -
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?
2 votes -
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.
2 votes -
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
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