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Clarity Human Services

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Clarity Human Services

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  1. Since we have to use our own ticketing system because one is not built into Clarity, it would be helpful to have an "External Ticket ID" field be optional on the new ticket creation screen when creating Bitfocus help tickets.

    This way when we receive updates on the Bitfocus ticket we can easily reference our own internal ticket and provide an update to the user.

    1 vote

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  2. It would be incredibly helpful to be able to see the move-in date and the exit destination in the program history screen. As of now, we have to click into the program and click over to the entry and exit screens to be able to see this information. I come from another HMIS system that had this and it was so helpful to be able to see a client's service/housing history at a glance. In the new interface it looks like there should be the option to add additional fields to add to the program history and so I would…

    1 vote

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  3. It would be incredibly helpful to be able to see the move-in date and the exit destination in the program history screen. As of now, we have to click into the program and click over to the entry and exit screens to be able to see this information. I come from another HMIS system that had this and it was so helpful to be able to see a client's service/housing history at a glance. In the new interface it looks like there should be the option to add additional fields to add to the program history and so I would…

    1 vote

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  4. Would like to see the details of the assigned unit from the units/beds tab in the program enrollment much like how one can now link from the unit occupancy page to the client profile... (https://ideas.bitfocus.com/forums/930328-clarity-human-services/suggestions/45587245-direct-link-to-client-profile-from-the-inventory-d)

    4 votes

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  5. For Active Contacts in the Horizon interface, we can see phone and email, but could we also see Notes? This is both helpful for safety tips, such as "only call at night," but also helpful for those who migrated from databases where the phone and email couldn't transfer correctly (for example, for some of our old contacts, when we migrated they moved to the Notes section).

    Thank you!

    1 vote

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  6. I see that in the new UI enrollment page, for example, when Income = Yes, the entire list of possible income sources is there. Of course, most of them are "No" which means you have to scroll through the list looking for which ones are "Yes". This is identical functionality to the original UI. Why not change the new UI so you only see "Yes" selections? You need to see all the choices only when creating or editing the screen.

    1 vote

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  7. Allow for the system settings related to Privacy and ROI warnings to be flexible.
    I.E. In our state, we have 1 ROI that covers all HMIS participating agencies. NOT all agencies need to complete the ROI, only 1 agency does and that covers all agencies sharing permissions. It would be great to be able to structure the system on the back end to not flag that an ROI is missing if another agency has already uploaded an ROI.

    1 vote

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  8. We woulike to be able to pull full raw data (preferrably in a canned report) for the System Performance Measures. It is not convienent to click on every single data point for each measure to see the clients; further, doing so does not provide the full dataset. The SPMs in Looker have errors and are not reliable. We want to be able to match the SPM data to other reporting/characteristics, such as to report the SPM measures by demographics. See below for an example of what Wellsky is providing (this one is for Measure Two: Returns).
    Personal id Client id…

    3 votes

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  9. In some cases, an assessment might need to apply to multiple clients, similar to how a service can apply to multiple clients (but in niche cases it doesn't make sense to do this in services). Could we ever consider ability to have one assessment associated with multiple clients to save time?

    1 vote

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  10. In the current interface the queue shows 20 results before you have to go to the next page. In the new interface, the queue shows 10 results before you have to go the next page.

    Please update the new interface to either match the old interface or provide a System Setting that allows us to increase it up to 20 or more rows per page.

    This change would help with reviewing the results when dealing with very large lists of clients.

    2 votes

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  11. It would be helpful to have webhook support to get notified of api changes instead of having to ping your api on a regular basis. Specifically, we're interested in being notified when new referrals are created and when existing referrals are updated (status changes, field edits, etc.), but we’d also be interested in household/enrollment changes as well.

    9 votes

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  12. Using the Trash Can on the Client Search screen to inactivate a participant is cumbersome in that you have to have "Auto Suggest" turned off for the user searching for them and it's harder to verify it is the correct participant from this screen.

    It would be helpful if the "Trash Can" for the client was also on the Client Profile screen visible to users with the correct right. I recommend it still have the confirmation screen before inactivating the client.

    This change in the process would make it easier for users to inactivate participants and ensure the correct participant…

    1 vote

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  13. End users are able to use an closed CE enrollment to complete a new CE assessment. Are we able to prevent CE assessments outside of the enrollment? I originally submitted a Bug ticket for this but I was informed it was a expected behavior.

    2 votes

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  14. Agencies use the attendance functionality to speed up the process of data entry, especially for those repetitive services.
    However, in some cases, they have volunteers that will not be allowed to have access directly to the system. The volunteers write down the number on a tracking sheet and then the agency enters after the fact.
    One of our agencies requests the following "...Is there a way to make the Clarity number larger on the cards? We have some volunteers who write down the numbers whose eyesight is not great?"
    They are referring to [CLNT-103] Photo ID Card – Sample.

    2 votes

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  15. Hello! In the History search results, could we please also have the format of the details match both the content and order as if scrolling Assessments sections? For example, could we have the history page show the name, created by, created on, updated by, and updated on?

    1 vote

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  16. Hello! Could we please make it so that, when using the History feature in the new user interface, clicking on an Assessment in the search result links you to that specific assessment to view/edit it?

    1 vote

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  17. Hello! Could we have a feature in configuration where we can toggle on or off certain filters in the History section? We don't use every feature that is filterable, and sometimes this can lead to misclicks when people use the History feature. Thank you!

    1 vote

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  18. Could we have the part that displays the two clients merging on the righthand side also show the UIs? Currently, it shows name, DOB, and SSN, but in the case of a lot of duplicates these will be the same - making it harder to tell if you correctly placed the intended one as Primary. Thank you!

    2 votes

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  19. When using the contacts page, the notes can currently be viewed by holding your mouse over the icon - but would it be possible to merely have that populate the text automatically? Lately we've been having issues where contact notes are missed, which is a problem for DV survivors who may have contacts listed in safety concern ways, such as "only call at night." Thank you!

    2 votes

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  20. When using the contacts page, the notes can currently be viewed by holding your mouse over the icon - but would it be possible to merely have that populate the text automatically? Lately we've been having issues where contact notes are missed, which is a problem for DV survivors who may have contacts listed in safety concern ways, such as "only call at night." Thank you!

    1 vote

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