121 results found
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Alerts expiration approval
We use alerts for suspension of services. Once the duration of the suspension has been reached, there is often a need for approval (from a director, etc.) before the suspension is cleared. Having alerts expire completely at their expiration date creates a risk for the agency. We need a way to require a checkbox for someone to approve them.
1 voteAs part of our ongoing efforts to build the best feedback platform for you, ideas that have not received a vote or comment in the past year have been set as “Archived.” Please feel free to resubmit this idea using this submission guide.
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Autofill SSN to all zeros when refused, don't know, data not collected
To prevent data errors in the future, please have by default SSN “000-00-0000” when Quality of SSN = Client doesn’t know, Client refused and Data not collected” selected by users.
5 votesAs part of our ongoing efforts to build the best feedback platform for you, ideas that have not received a vote or comment in the past year have been set as “Archived.” Please feel free to resubmit this idea using this submission guide.
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Note pop up next to Locations
Note icon pop up next to Locations, like with Services in lists.
2 votesAs part of our ongoing efforts to build the best feedback platform for you, ideas that have not received a vote or comment in the past year have been set as “Archived.” Please feel free to resubmit this idea using this submission guide.
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History tab assessment date
We've gotten a lot of confusion on the history tab with the "start date" and "end date". Some of our assessments have fields that relate to start and end date fields, so seeing the assessment date as the "end date" is very confusing to staff. Please consider adding an "assessment date" column and keeping start and end date blank for assessments.
2 votesAs part of our ongoing efforts to build the best feedback platform for you, ideas that have not received a vote or comment in the past year have been set as “Archived.” Please feel free to resubmit this idea using this submission guide.
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Privatize Data in Clarity
Feature request to streamline analysis for privatized clients.
1 voteAs part of our ongoing efforts to build the best feedback platform for you, ideas that have not received a vote or comment in the past year have been set as “Archived.” Please feel free to resubmit this idea using this submission guide.
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Allow for characteristic cards to be tracked through multiple queues.
When a referral is denied, expired, snoozed, or has any movement between community queues, the characteristic card will disappear. The tracked characteristics will not move from one queue to the next. Given that a community has multiple queues, the user can not search client by a characteristic when the referral has been created from a denied referral, expired or snoozed referral.
Example: The characteristic card follows the referral until it expires, is denied, or snoozed. When a new referral is created from an expired/denied/snoozed referral, it looses the characteristic card, when added to a different community queue.
1 voteAs part of our ongoing efforts to build the best feedback platform for you, ideas that have not received a vote or comment in the past year have been set as “Archived.” Please feel free to resubmit this idea using this submission guide.
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Unique identifier on search screen
Our search results screen has name, alias, DOB, and SSN. Clarity unique identifier is notably absent. You have to click into the client profile to get the Clarity unique identifier. Why not save a step?
4 votesAs part of our ongoing efforts to build the best feedback platform for you, ideas that have not received a vote or comment in the past year have been set as “Archived.” Please feel free to resubmit this idea using this submission guide.
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automatic recalculation of Assessment Due dates each time the “Case Status“ value in the Program Template changes.
Automatic recalculation of Assessment Due dates each time the “Case Status“ value in the Program Template changes.
1 voteAs part of our ongoing efforts to build the best feedback platform for you, ideas that have not received a vote or comment in the past year have been set as “Archived.” Please feel free to resubmit this idea using this submission guide.
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Field & Template textbox field for internal notes
a textbox field on the screen and template pages to keep notes, even for Access Role screen and the field editor screen
2 votesAs part of our ongoing efforts to build the best feedback platform for you, ideas that have not received a vote or comment in the past year have been set as “Archived.” Please feel free to resubmit this idea using this submission guide.
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Add Program Entry and Exit dates as Live Markers.
Add Program Entry and Exit dates as Live Markers.
2 votesAs part of our ongoing efforts to build the best feedback platform for you, ideas that have not received a vote or comment in the past year have been set as “Archived.” Please feel free to resubmit this idea using this submission guide.
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Integer/numeric field limits
For data validation, we must set minimum and maximum limits for numeric/integer fields. This is an absolute basic requirement that every database platform I've ever used allows. If we use a 1-4 scale and someone enters "40", that presents major issues for reporting. We can build reports to catch these data quality errors, but the best practice is to prevent them from being entered in the first place.
2 votesAs part of our ongoing efforts to build the best feedback platform for you, ideas that have not received a vote or comment in the past year have been set as “Archived.” Please feel free to resubmit this idea using this submission guide.
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Add ability to default the value of a custom field based on the value of another field
For example, set a numeric field to 1 if a picklist option is 'Yes'
2 votesAs part of our ongoing efforts to build the best feedback platform for you, ideas that have not received a vote or comment in the past year have been set as “Archived.” Please feel free to resubmit this idea using this submission guide.
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Add ability to format screen labels
Add ability to bold, change case, add bullets to labels on screens
4 votesAs part of our ongoing efforts to build the best feedback platform for you, ideas that have not received a vote or comment in the past year have been set as “Archived.” Please feel free to resubmit this idea using this submission guide.
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User cross-reference field
Allow us to create a field that cross-references (with search) agency or instance-level users. We have quite a few uses cases for being able to record something related to another user.
1 voteAs part of our ongoing efforts to build the best feedback platform for you, ideas that have not received a vote or comment in the past year have been set as “Archived.” Please feel free to resubmit this idea using this submission guide.
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Services should have referral-stage tracking for securing benefit, item, etc.
We are not able to use services for most of our data collection needs, despite measuring a lot of securing or discussing benefits, items, identification, etc. That is because we need to measure whether a given item or benefit is just discussed as a topic, applied or attempted to acquire, secured, etc. Adding a couple optional questions that managers could configure to track the stages of a referral would meet so many more data collection needs, and allow us to actually use services.
4 votesAs part of our ongoing efforts to build the best feedback platform for you, ideas that have not received a vote or comment in the past year have been set as “Archived.” Please feel free to resubmit this idea using this submission guide.
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Custom assessments and fields at Agency Manager level
Please allow Agency Managers to set up custom assessments and fields, if/when allowed and configured by System Administrators.
For certain communities, agencies have a lot of expertise in designing and conducting monitoring and evaluation and have been driving this for years if not decades. Please consider a platform to allow Agency Managers to design fields, assessments, and screens.4 votesAs part of our ongoing efforts to build the best feedback platform for you, ideas that have not received a vote or comment in the past year have been set as “Archived.” Please feel free to resubmit this idea using this submission guide.
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Warning pop-up that toggling on "Enable All Client Forms" will remove current forms in Agency Overview
Currently, if a system administrator toggles on and then toggles off "Enable All Client Forms" in Agency Overview, the system removes any forms that were previously added to the Client Forms section. I suggest adding a warning pop-up message for this action ("Warning: this action will remove all forms currently in the Client Forms section" or something like that).
3 votesAs part of our ongoing efforts to build the best feedback platform for you, ideas that have not received a vote or comment in the past year have been set as “Archived.” Please feel free to resubmit this idea using this submission guide.
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Distinct Sharing Settings for Location and Contact
There are situations where customers may want different sharing settings for Location information and Contact information, but both features share the same sharing settings. Can these be separated?
Note that the Sharing settings for Contacts and Locations are labeled as just "Location". At a minimum, the label should read "Contacts/Location" to reflect the actual functionality.
3 votesAs part of our ongoing efforts to build the best feedback platform for you, ideas that have not received a vote or comment in the past year have been set as “Archived.” Please feel free to resubmit this idea using this submission guide.
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2 votes
As part of our ongoing efforts to build the best feedback platform for you, ideas that have not received a vote or comment in the past year have been set as “Archived.” Please feel free to resubmit this idea using this submission guide.
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public
Public Alerts - add a setting so they can be set 'Private' for the whole agency.
2 votesAs part of our ongoing efforts to build the best feedback platform for you, ideas that have not received a vote or comment in the past year have been set as “Archived.” Please feel free to resubmit this idea using this submission guide.
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