646 results found
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Allow a program to collect general data, not tied to a specific client
Hello! Our program has work we do in the community with people that we serve but don't technically become clients officially (and thus we can't collect certain information on them in the client profiles). Sometimes we host workshops or public education, and sometimes we serve anonymous clients such as via a hotline. It would be great if a program could be designated as a "general" program or something similar, where you can perform an assessment or screen that is tied to the program but not tied to a specific client. Could this be done?
Currently we're using a workaround of…
2 votes -
pit
Would be great to have an app version of Clarity that could be used for the PIT and other project enrollments and updates that take place in the field. Another alternative would be updates to the outreach module that would allow users to add assessments or project enrollments.
2 votes -
notes auto save feature
Add an auto save (example auto save every 2 minutes) function for Clarity notes. Reason for needed feature; in a fast-paced client environment where ringing of phones, walk-ins and appointments- easily distracted while inputting notes. Clarity closes out without saving notes. Feature will auto-save notation before Clarity closes out.
6 votes -
Add "Show raw field in looker" toggle for custom fields
Allow raw custom field codes to be visible in looker, and control this through a toggle on the custom fields screen in Looker called "Show raw field in looker". If the toggle is activated, the raw field for the custom dimension will be shown in the looker custom dimensions view.
1 vote -
Note Tags
It would be helpful to be able to select "tags" for a case note. So the worker can pull up notes and find the ones that are tagged for a specific item. Example, they could put in a case note about meeting with a probation officer, and then before the next meeting, pull up all of the notes that are tagged "Probation", or something like that.
3 votes -
Program Type Picklist Update
Suggestion to add 'Select' to the picklist for the Program Type (ref_category) field. The response to the field currently defaults to Emergency Shelter - Entry Exit. Users creating new programs may overlook the field when setting up a program and mistakenly create the program as an Emergency Shelter (Entry Exit) then have to go back to the setup page and change the response option to the correct response.
0 votes -
Duplicate Clients Report: Program Parameter Addition
We are fielding requests for the Duplicate Clients report to run based on program. Our users have historically sent us lists of clients that needed to be merged; they want to check within their own programs rather than across a whole agency.
2 votes -
ROI "No" upload documentation option
If you select "no" permission for an ROI, it doesn't allow you to upload documentation. It would be just as beneficial to be able to add documentation of the client saying "no" as it is for "yes". We have to upload into client files, and it would be cleaner to be able to upload right there on the ROI page.
1 vote -
DIT should not list person doing import as assigned staff on enrollment
When you import data using the DIT it should not remove the old assigned staff person and replace it with the person doing the import. It completely wipes out all evidence of who the assigned staff was before and makes it to seem like the person who did the import created the enrollment.
4 votes -
Staff Report with Case Load upon Staff Deactivation
When staff are manually deactivated, it would be great if the system automatically generated a report with the staff person's client list. You cannot run the canned report for the client list if the staff is deactivated. And sometimes clients are not re-assigned after staff turnover.
6 votes -
Penultimate assessment
For Looker, it would be very helpful to have a way to identify the penultimate assessment.
This would be used to compare changes between the most recent assessment or exit with the previous to look for changes. For example, did income change since the last assessment. Not just compare with entry and the most recent/exit.
3 votes -
Reassign Referral Regardless of Inactivity Threshold
Currently if a housing referral is denied by a provider and referred back to the community queue, you have only until the inactivity threshold kicks in for that referral to make another reassignment (e.g. back to the original housing provider, who may have "re-opened" the referral). Taking away the impact that the inactivity threshold has on this aspect would be great. Thanks!
2 votes -
Add a "Training Site" banner to training sites
Users might forget that they are logged into a training site. It would be helpful if there was a banner at the top of the interface to let them know that the site they are on is a training site.
6 votes -
DIT Race & Ethnicity Data Quality Check
According to Data Dictionary if 8, 9, or 99 is recorded for "Race & Ethnicity" then you can't include any other picklist value with it. Since imports come from other systems that allow for this "bad" Data Entry, I checked with HUD and they are ok with us "cleaning up" this data quality issue before importing the data into Clarity. So I propose adding this to the data quality checks/fixes for the Clarity DIT tool.
1 vote -
List suffixes, last 4 of SSN, or other additional identifying info on Household Members list to the right of Client Profile
Some families have children named after a parent, leading to multiple persons with the same first and last name in the household. It would be much easier to navigate to the correct household member if there were their suffixes (Jr., Sr., etc.) listed by the name so you knew which one you were clicking. It would also help to ensure that the right person is assigned with the right member type. Right now, the display can be confusing and lead to errors being made.
10 votes -
Add "Responsible Staff" as a field to program reports + allow for usage of this data in custom Looks.
Clarity doesn't have any field created that will generate the Responsible Staff (connected to the program) in Looker and they do not have a canned report that will generate the information. It would be really helpful to be able to pull a list of all programs and their responsible staff members is some way / shape / or form.
2 votes -
outreach module
Currently, count/recognition of clients residing in an encampment includes only those who enrolled in services (e.g., enrolled in Clarity/HMIS). However, there are those individuals who reside in these encampments, who are not "yet" (or may never) be interested in services - therefore, NOT enrolled in Clarity/HMIS.
Idea: Add capability feature to account for these individuals who reside in encampments and are not enrolled in Clarity/HMIS. (Possibly with encampment profile).
As a CoC we are not able to presently report on an "accurate" count of individuals residing in encampments (unhoused). As a CoC - and believe other CoC's experience this -…
3 votes -
Live Marker: Agency Identifier
Some providers request collection of data on various screens while there are several ways to accomplish this (Assessment, Live Marker Program Identifier, custom screens, etc) those methods may not be viable when providers only request 1 or few questions on specific screens such as the entry screen.
An Agency Identifier live marker would function the same way as the Program Identifier live marker and would allow constraints to be build around Agency Identifiers. For example, in the case provided above, the entry screen can have the one or several fields applicable to specif agency(s) for all their programs.
3 votes -
Program Bed & Unit Inventory Information - Bed Type Allocations for Households With Only Children
When creating an inventory record for a program and selecting 'Households with only children' for the 'Household Type', the toggle for 'Youth-Veterans' should not appear. Because the inventory is for persons who are 17 years of age or younger and veterans must be at least 18 years old, it is not possible for a project serving 'Households with only children' to have beds dedicated to youth veterans.
2 votes -
Workflow prompts at bottom of screens
Often a case manager's workflow requires navigating to several screens to capture all required data (client profile, program enrollment, assessment, contact, location, etc). It would be helpful if a workflow prompt could be added at the bottom of each screen with a link to the next required screen for a particular program workflow.
1 vote
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