475 results found
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"Other" Files could be turned off or removed
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 -
User Access Role: Matchmaker modification
We would like the housing opening notifications to be a separate user access role. We have several queues in our community for ES and PH. The teams who make referrals to ES do not need to get an email notification for PH Housing openings/availability for agencies/programs they do not have access to in Clarity.
We would like these notifications to be a separate access role.
3 votes -
Retain Historical Opening IDs with Referral Connections in Looker
Currently, Opening IDs with referral connections can only be viewed in Looker's CE Model for referral status's that are Pending or Pending - In Process. Retaining historical opening id information for all referral status types (completed, denied, etc.) would allow for trend analysis on the length of time between when a unit is posted and the date a client is referred to the unit.
9 votes -
Automated warning if an admin is about to delete a field that is used for conditional formatting
We have some fairly complicated custom screens that use custom fields and display constraints. However, a field was recently deleted but the admin deleting the field was unaware of the display constraints and it broke the screen. It would be great if a warning message popped up warning the admin user that a field is being used for display constraints and either not allow the deletion or require the admin user to confirm the deletion. Ideally, the warning message would include a list of fields with the display constraint applied.
Thank you.
5 votes -
[DQXX-103] Monthly Staff Report - Add Parameter that Allows Users to Filter in/out Users with Additional Agency Access
[DQXX-103] Monthly Staff Report currently includes all users who have access to that agency, including those who have additional agency access. Having the report show all users with additional agency access makes it challenging for providers to use this report in a meaningful way when looking at their agency staff's activity in Clarity.
I propose to add a parameter to this report to allow users to globally filter in/out users with additional agency access to the agency they pull the report under. This would help agency leads in filtering out oftentimes irrelevant user activity information regarding users with additional agency…
4 votes -
Add mapping of UserID in DIT
Similar to the way that we can map Program IDs or Service IDs when importing a file with the DIT, it would be helpful to be able to map User IDs so that the user who created a client or enrollment record in another database can be tracked in Clarity by linking to existing Clarity user IDs. Then the user can be associated with the Clarity enrollment rather than the file importer or "Admin" when using the DIT API.
0 votes -
DIT Improvement: Download Results
When reviewing results in the DIT interface, there can be hundreds of pages on the results page.
To allow for easy review, searching, and filtering, an excel/csv downloadable version of these results would benefit end users.
3 votes -
Care Team User or Program Setting (Not assign staff)
Some staff are data entry staff and automatically get assigned as a care team member. I would be great to toggle this OFF so that community members don't attempt to contact data entry staff for care coordination. This is especially true for NBN shelters, as they don't tend to assign case management at the point of enrollment. So, either toggle off at user level if they are data entry only OR toggle off at program if the care team doesn't mean the same thing for a particular program.
1 vote -
Ability to trigger emails after an action is completed in HMIS
It would be FANTASTIC if we could set up automatic custom notifications to be sent out to the user email or a designated email when an action takes place in HMIS. For example an email is sent to the program director when someone is enrolled in their program. Another example would be an email is sent to the CES team email when someone is entered into outreach and needs an assessment completed. This could bridge some of our process together between platforms and it would take us to the next level!
3 votes -
Integer/numeric field limits
For data validation, it would be helpful to be able to set minimum and maximum limits for numeric/integer fields. For example, if we use a 1-4 scale and someone enters "40", a user should not be able to save that data on the screen. While reporting and label/warnings can be used to help prevent this sort of invalid entry, it would be helpful if the system did not allow it in the first place if configured appropriately.
1 vote -
Ability to copy programs during configuration
A customer inquired about the ability to copy a program when doing configuration. This would be a huge time saver when configuring all programs during an onboarding.
A sys admin could set up one program, copy it for programs that share the same settings, and just need to update the program name.
9 votes -
Add the ability to assign multiple services at once
In it not uncommon to provide multiple services to a client in one engagement. Entering services one by one can be time consuming, especially with the requirement to include a location (geolocation feature is not always reliable so it often must be done manually). It would be helpful to be able to select multiple services from a list and assign them to the same client with the same date of service and location. It would also be helpful to be able to choose multiples services when using the attendance feature.
1 vote -
Add filter and sort capability to Client Search result list
Often Client Search results are several pages long. It would be helpful to be able to filter Client Search results by location (city, SPA), age or age range, DOB, gender, race, program enrollment status, SSN or last 4 of SSN, etc. It would also be helpful to be able to sort results by the "late updated" date.
2 votes -
automatic emails to HMIS Admins 30 days prior to funding ending
It'd be great if the system could/would send automatic emails when a funding source is set to expire and there will be no active funding source for a project.
1 vote -
Ability to add services to HoH progam enrollment only
When creating a service we'd love the ability to set services up so they can only be accessed/tracked/created in the HoH's program only. We have programs that we need to have users only track under the HoH. However, users sometimes forget and will track services under the second adult in the HH or under the children. This causes issues when we are running custom reports that are set to only pull information from the HoH and the services provided.
1 vote -
CoCs should be able to customize denial reasons
Our CoC had agreed upon a list of denial reasons. We have been using this list for years. When we switched to Clarity, we learned that we cannot customize the list of denial reasons. We also cannot delete any of the reasons. Since the denial reasons don't seem to be HUD mandated, and CoCs can decide what those reasons are, why can't we customize?
5 votes -
Add additional inactivity auto-exit exit date functionality so that exit dates can be set to the date the auto-exit takes place
The use case for this is coordinated entry programs. Currently, inactivity auto-exit functionality is limited, allowing the exit date only to fall on the last date of an eligible activity or the last bednight. These dates are designed to minimize overlaps in housing programs or shelters; however, this is not a concern when it comes to coordinated entry.
Many communities have time limits placed on when someone becomes inactive, and is thus no longer prioritized for coordinated entry. A great option for coordinated entry projects would be an exit date option that allows one to set the exit date for…
11 votes -
Aging into Adulthood: add "Veteran Status" requires updating into the message flag.
While it's not an enrollment-based requirement... it is a data standards requirement.
1 vote -
Organize Assessment history by type of assessment
Hello! Hope everything is going well. Our staff migrated to Clarity from ETO, and one feature that ETO has that Clarity doesn't is the ability to organize the Assessment history (known as Touchpoints to their system). Instead of providing them all in one list, it sorts them by the Assessment type, making it easier to find the specific one you're trying to view, edit, or delete. This would be a great way to not only help existing Clarity users but also help Clarity compete with other databases for those who could be moved to our side.
You can see a…
1 vote -
Backdate enrollment date to household members
When backdating a program enrollment for a household, the enrollment start date is set on the head of household, but then when each members enrollment page pulls up for household data entry, the date goes back to today's date. It would be helpful if the back dated date entered on the HOH would carry through to the household members connected to the enrollment.
2 votes
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