568 results found
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Improved Document Management/Files in Clarity - Search and Group Functionality
Improved document management. We are moving towards being fully paperless which means uploading multiple PDF files to a client's enrollment. However, the existing system doesn't allow for searching or grouping files by file type.
2 votesThank you for your feedback. We are currently reviewing this request.
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Ability to delete services within an enrollment
Currently, users have the option to edit a service, unlink it from one program, and then link it to a different program within the Program Service page. They do not have the option to delete the service from the program level history page, instead, they have to navigate to the Client History page to delete the service.
It would be beneficial if users also had the option to delete a service within the Program Service page.
8 votesThank you for your feedback. We are currently reviewing this request.
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Variation on the [STFF-106] User (Client Note) Hours Tracked but using Service Connected Hours.
Either use the existing [STFF-106] report and add a parameter to select either Client Notes Hours, or Service Hours. OR create a new report under the Program Based Reports category.
Still need the ability to select by Program and User.
Increasingly our funders and stakeholders are asking for hours to be tracked along with Services. It makes sense to do both within the Services functionality AND be able to report out.
5 votesThank you for your feedback. We are currently reviewing this request.
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Direct agency switch in staff seach
When searching for a staff member in Clarity, search results display the agency that the staff person is associated with. It would be helpful to System Admins to be able to click directly on the Agency name in the search results to switch to that agency
2 votesThank you for your feedback. We are currently reviewing this request.
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Customize agency screens
Similar to the way that System Administrators can add custom fields to a Program Set-up screen, it would be helpful to be able to add custom fields to other screen types, especially the Agency Overview screen
2 votesThank you for your feedback. We are currently reviewing this request.
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assessments
Some of our assessments are lengthy and it would be helpful to be able to apply text formatting to labels. Also, it would be helpful if we were able to add horizontal lines to delineate between sections in an assessment.
2 votesThank you for your feedback. We are currently reviewing this request.
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Sorting Site-wide
Please add the ability to sort by each column site wide. For instance, in Client Notes, there are column headers for Title, Category, User Name and Date. It would be extremely helpful if a user could click the column header to choose to sort by that column. This would make it a lot easier to find specific notes.
1 voteThank you for your feedback. We are currently reviewing this request.
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Eliminate the need to hover over items to see functionality
The need to hover over some items across the whole site make it difficult for users to see all the functionality available. One example is in Data Analysis when I want to edit a dashboard. You can see the elipsis near the filters to choose to edit, but, you have to hover over the top of the visualization to see the elipses. This is not intuitive and is not user-friendly.
1 voteThank you for your feedback. We are currently reviewing this request.
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font color/high contrast colors
Site wide, it would be really helpful if the fonts are in black and the color schemes are high-contrast. It is very hard to easily see a lot of items on the screens.
1 voteThank you for your feedback. We are currently reviewing this request.
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Broadcast messages in Client Portal
In the upcoming Client Portal it would be great to be able to "broadcast" messages to all client participants rather than just 1:1 communication.
3 votesThank you for your feedback. We are currently reviewing this request.
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Include Live Markers in Program Details Report
In the same way that custom fields populate in the Program Details Report, it would be great to include Live Markers that are part of the Enrollment screen that feeds this report.
3 votesThank you for your feedback. We are currently reviewing this request.
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Update Data Review Report with user creating field.
Everyone loves the Program Data Review report in the report library. Makes data corrections a breeze.
However, if the user creating could be added, it would be fascistic. By adding this field, it would allow agency managers and supervisor monitor which case manager are reviewing and correct their data and allow them to address these types of issues with the proper person.2 votesThank you for your feedback. We are currently reviewing this request.
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Add the ability to attach file to client level referrals.
I'd love to see the ability to attach a file (pdf, word, etc.) to a client level referral. This would allow for the agency/staff who receive the referral to have needed information immediately (example: application for program)
3 votesThank you for your feedback. We are currently reviewing this request.
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Case Manager Notification when assigned a referral
We would like to request that the case manager receive a system notification when assigned to a referral. Currently users can only see this information if they go to the "Case Manager" tab within the Caseload tab.
13 votesThank you for your feedback. We are currently reviewing this request.
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copy services across agencies/ ability to copy service taxonomy
It would save a lot of time to have a service template that allows us to apply a uniform set of services to multiple agencies rather than recreating them under each agency management screen. Also, when creating a service taxonomy, we cannot copy one that is already established and make minor tweaks like we can with screens.
4 votesThank you for your feedback. We are currently reviewing this request.
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Ability to pull daily bed utilization % in Looker
Customer is looking for a way to pull daily bed utilization percentages from Looker. We can pull weekly percentages or use a Pentaho report to get daily utilization numbers but not percentages.
4 votesThank you for your feedback. We are currently reviewing this request.
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CSV/XML Export - include Unique ID instead of Personal ID
HUD's new EVA data quality tool, provides a powerful resource for identifying data quality issues. However, EVA flags clients with errors and identifies them using the Personal ID. I assume this is because the Unique ID is not available in the export. I'm curious why this is. Is it possible to make the Personal ID searchable in Clarity or to replace it in the export with the Unique ID? I'm trying to find an easy way for our partner agencies to use EVA to find and correct errors, but as of now, it is not easy for them to navigate…
5 votes -
Expose client activity
Please expose client_activity.type field in Looker. This will be helpful for report building in the Client Model related to getting a daily view of staff's work with clients and the influence in keeping a client active on the community queue. Thanks!
5 votesThank you for your feedback. We are currently reviewing this request.
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Alphabetical Sorting of Programs on Eligibility Screen
When referring a client to a program via the Eligibility screen, the list of programs is currently sorted by Type ID, Agency ID, Program ID. Instead it makes more sense for these to be sorted by Type ID, then Agency NAME, and Program NAME. Since we are able to control the names for our programs, but not the ID number, this gives us control over the sorting which would be ideal.
13 votesThank you for your feedback. We are currently reviewing this request.
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Zip Code Report using Client Location Zip code
I’m wondering if Bitfocus would consider offering a Clarity report that is based on the zip code(s) found on the Location tab?
Currently [JRSD-103] uses the Zip Code of Last Permanent Address field… which really is only used by VA programs. I believe this report was created some time ago… before the Location tab feature was implemented.
It would be nice to have parameters include the Address Type and Programs parameters.
Not requesting a custom report… just think this would be something universally useful.
1 voteThank you for your feedback. We are currently reviewing this request.
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