705 results found
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New User Interface: Your recent client searches:
The New User Interface is missing the "Your recent client searches:" on the Search page. I've had some users who would like to have this section back. That, or add a filter that allows the user to filter for clients they recently interacted with.
1 vote -
Schedule send on HUD annual assessments
Similar to how emails can schedule a send for another date and time, what if HUD Annual Assessments - or any assessment for that matter - could do this? This could help staff be proactive in cases where a HUD Annual is due while they are on vacation, and it would be late if they did it when they got back (but also would be too early if they did it beforehand). Thank you!
1 vote -
Schedule send on HUD annual assessments
Similar to how emails can schedule a send for another date and time, what if HUD Annual Assessments - or any assessment for that matter - could do this? This could help staff be proactive in cases where a HUD Annual is due while they are on vacation, and it would be late if they did it when they got back (but also would be too early if they did it beforehand). Thank you!
1 vote -
Sponsors
Official sub topic for sub contracting proposals across agencies.
1 vote -
change referral case manager
The case manager who made referrals to the queue transferred out of the department but is still actively using the same email address. Her HMIS access is inactive but she's still receiving email of all the updates from the system - there's no way to change the referring case manager's email. Please add a functionality to change or update the referring case manager.
6 votes -
mass/bulk upload feature
Open Door Legal needs a mass/bulk upload feature for Clarity Human Services. Currently, all records must be entered manually one at a time. We update a high volume of records per month for our HSH-funded programming, which requires significant staff time, creates transcription risk, and causes bottlenecks at reporting deadlines. We are requesting the ability to upload a CSV or Excel file of records in bulk, with field mapping to Clarity's schema and row-level validation before final import. This would greatly improve efficiency and data accuracy for high-volume providers.
1 vote -
1 vote
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Pop Messages upon saving Assessments
When completing an assessment, users request a pop-up message or redirection to another screen/assessment if the client meets a criteria.
1 vote -
translation
Add a "Translation provided" toggle to services to allow staff to indicate when a service is provided in a language other than English without having to perform duplicate entry for a translation service.
1 vote -
New User Interface: Chronic Homeless Icon
In addition to the CH Live Marker idea (link included), it would be great to have a CH Icon in the new UI to more easily identify those experiencing CH. Without the live marker and Icon, there is no way within the system to view those experiencing CH. We can only view through a report and set up eligibility presets.
1 vote -
New Interface: Community Queues - retain sorting set by user
The new interface allows me to sort each community queue by fields I've chosen to view, and even change the direction of the sort for each field, which is great. However I have to re-do the sorting every time I come back to the queue. Can you allow the sorting I did, to be retained for the next time I view that particular queue?
1 vote -
Make public alerts bigger/more visible (New Clarity UI)
In the old UI, public alerts were bright banners that went all the way across the screen. In the new one, they're less noticeable/attention-grabbing.
1 vote -
Use Program Site Address on Referral Map Instead of Agency Address
In both interfaces the referral map is based upon the agency address instead of the site address assigned to the program. This is problematic because if an agency has multiple sites they do not want case managers sending them to the agency address since that is usually the administration office. They want to send them to the actual program address which is set by assigning a site address to the program.
1 vote -
File Preview - New UI
When selecting the "Preview" icon in the new UI, the file should open rather than the "Edit" screen.
1 vote -
Upload more Documents tab rather than clicking on files after each upload
One enhancement that would be extremely helpful involves the document upload process. Currently, when uploading application documents, users can only upload one file at a time. After each upload, we have to navigate back to the Files tab, select "Add File," and then upload the next document. This process must be repeated for every document associated with an application.
Since we often upload around 10 supporting documents per client application, this requires navigating through multiple screens for each file, which can be very time-consuming.
Would it be possible to add an "Upload Another Document" or "Add More Files" button directly…3 votes -
New Interface: Add Unique ID to Queue List
Our matchmakers would like the ability show the Client Unique ID in the queue results in the new interface as an alternative to the client name. This leads to a better use of the queue for a PBNL since it is anonymised.
3 votes -
Program Deleted (Yes / No) Added to Looker
Program Deleted (Yes / No) should be in a field in Looker. At a minimum it should be in the Project Descriptor Model. The Project Descriptor model contains 24 Deleted (Yes / No) fields, but not Project Deleted (Yes / No).
Agencies Deleted (Yes / No)
Agency Funding Sources Deleted (Yes / No)
Agency Funding Sources Program Deleted (Yes / No)
Agency Sites Deleted (Yes / No)
Bed and Unit Inventory Deleted (Yes / No)
Bed and Unit Inventory -- Historical Deleted (Yes / No)
Eligibility Presets Deleted (Yes / No)
Encampment Categories Deleted (Yes / No)
Encampment Status Deleted…10 votes -
Add Null Condition for Tracked Characteristics
We can't filter on tracked characteristics when the question is not answered. This is important. For example, when a custom total monthly income question is left blank is different then when the total is less than <1. There is no way to include null answers in filters for tracked characteristics.
1 vote -
Show Program Restrictions Alert in Programs in Horizon
In the old Clarity user interface, if a client has a program restriction assigned it will show an alert when trying to enroll them in a program. Could we please add this to Horizon as well so that staff who may not be tech savvy enough to find the Program Restriction new location can still see the alert? Thank you!
Currently, an alert is present in Horizon, but only shows up if a client is viewed from an already enrolled program, which doesn't stop someone in the moment of enrolling.
2 votes -
Ability to adjust sizes of checkboxes in new Horizon interface
In the new Horizon interface, could we see if the checkbox custom fields could be adjusted to possibly display as different sizes depending on settings in the Field Editor (or Screen Editor)? This way, we can reduce scrolling when making several buttons smaller, or make checkboxes larger to prevent someone from missing one by mistake. Thank you!
1 vote
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