46 results found
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Limiting Assessments
We have an assessment that chronicles the housing status of our clients. We would like there to only be ONE assessment so users are redirected to updating the existing one.
Can you add a toggle that would block any additional assessments from being completed if the client's account already has one?
14 votesThank you for your feedback. We are currently reviewing this request.
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Recurring Reports
It would be help to have a recurring schedule options of the reports within the schedule option now. Currently, an user is able to schedule reports for each day they want the report initiated. It would be extremely useful to have an option to run reports daily, weekly, monthly, etc..
10 votesThank you for your feedback. We are currently reviewing this request.
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Attendance Module
On the attendance module at the bottom of the tables shows an aggerate count of the number of times that service was recorded for that day. It shows it as "## clients" which is confusing because depending on the service delivery type a service can be recorded for a client more than once per day.
I suggest changing this to "## entries", "## attendance" or something similar so that it better reflects what count. Right now by indicating "## clients" it is not correct.
8 votesThank you for your feedback. We are currently reviewing this request.
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Alert pop up for Attendance module
When scanning in or adding clients in the Attendance module, have an actual pop up appear for those who have a public alert.
Currently, an icon will appear next to the client's name and then you must hover over the client name and then click on the public alert to see it.
This causes delays for shelters that need to check in a large number of clients.
An immediate pop up would ensure that End Users have the ability to both quickly check many people in AND catch important public alerts.
8 votesThank you for your feedback. We are currently reviewing this request.
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Add multiple instances of the same Service, without having to click submit repeatedly.
Our agency has a lot of repeat services and staff members have requested having a feature where they could enter in multiple services easily (like a dropdown or quantity number), rather than clicking submit repeatedly to add them.
7 votesThank you for your feedback. We are currently reviewing this request.
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Toggle Services
When we go in to enter services for a CORE Mobile Outreach client, we would like a drop down menu that we can use to toggle services after entering the service dates and vendors. At the moment, we have to enter each individual service one by one, which is extremely repetitive and time consuming.
Example
Service start date: 1/1/2021 Service end date: 1/1/2021
Vendor: Team AServices
Toggle slide Emergency supplies
Toggle slide Animal services
Toggle slide DMVReferrals
Toggle slide Concord Care Center
Toggle slide Warming centerLinkages
Toggle slide HCH Mobile ClinicSave
7 votesThank you for your feedback. We are currently reviewing this request.
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Edit additional fields in Add Contact
Hello! A manager asked me if I could add additional custom fields to the Contacts Page. In addition to changing the Contact Type field, for example we could add things such as a mark that one person is a preferred emergency contact when in crisis (or alternately, if it isn't feasible to add custom fields to the Contacts page, adding this as an additional optional field to all of them). Would it be possible to add something like this? We work in a program where we need to store a lot of contacts for the client, but not all of…
6 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.
6 votesThank you for your feedback. We are currently reviewing this request.
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search for client by phone number
It would be really great if we were able to search by participant phone number. I get a lot of calls where I can't fully decipher the name they give me on the voicemail message but they leave a phone number. I can sometimes call them back and figure it out of course, but it's really helpful to be able to find their name for folks whose phones don't work/turned off, etc. This makes it much easier to follow up with their housing.
6 votesThank you for your feedback. We are currently reviewing this request.
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Dashboard filter combining Or statements
Would it be possible to add the ability to filter by OR statements in a Dashboard, specifically something like "if the client checked yes to question 1 OR checked yes to question 2, show them in this filter"? We can do this at the individual Look level using a custom dimension, but for dashboards where we need to quickly enable or disable such a filter for 25+ looks at once for data analysis this could present difficulties.
While we could do individual pulls one at a time, if the question is "how many individuals said yes to one of these…
5 votes -
Bulk Service Placement by Caseload
It would be great if users could bulk add services based on their active case loads. They would see a list of all their assigned clients (or alternatively search bar where they could add todays clients to a list) and then assign a bulk service (or toggle multiple services) for all the clients on the list (or check off the ones it applies to). Perhaps new enrollments assigned to them could automatically show up on this list.
5 votesThank you for your feedback. We are currently reviewing this request.
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Link Reservations to Inventory
Link the reservation features with the new Inventory platform. These two functionalities should be closely integrated so that providers can reserve clients to specific rooms/slots/beds, mark attendance, and allow for reporting on how clients are tied to programs and funding sources in the Inventory setup.
5 votesThank you for your feedback. We are currently reviewing this request.
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Assign multiple people to a single room (to allow for tracking household members or partners).
Allow for the assignment of multiple clients per slot to facilitate household data collection. Currently, only one person can be assigned to a reservation, and this makes households difficult to pull data for. It would be much more streamlined if providers could assign multiple clients to a single room and have that reflected on the slot view as well as when pulling reports/Looks.
5 votesThank you for your feedback. We are currently reviewing this request.
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Bulk Delete Services
There should be a bulk delete option for services attached to programs. Some clients have over 100 services attached and it is a pain to delete them one by one in order to delete the program from the system.
4 votesThank you for your feedback. We are currently reviewing this request.
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Multiple Attendance Services to report like other service Delivery Types
Currently, service items with multiple attendance Delivery Type do not report the same as service items with other Delivery Types (Long Term, Single Event, and Daily Attendance). All service data should be stored and reported in the same manner.
See the note within [GNRL-104] Service Summary report article as an example, "Note: For the purposes of this report, multiple attendance services are limited to a count of 1 per day in the # of Services column."
4 votesThank you for your feedback. We are currently reviewing this request.
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3 votes
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Note who performed an assessment on the assessment history
Hello! Hope everything is going well.
We recently moved to Clarity from a different database, and in the past when you went to view the history of assessments completed for a client, the previous competing database was able to list who last created or edited the assessments in the list (So imagine the columns said Assessment Name, Date Completed, then Staff Completed as opposed to the way it is now). Is there any way we could make this a feature staff could opt into?
I suggested to this supervisor the Client Staff Data Activity Report as a workaround, but after…
3 votesThank you for your feedback. We are currently reviewing this request.
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Create a case management plan and allow the ability to sign and print
We need a case management plan (it could be a custom assessment) that has the ability to individually print so that we can provide it to the client. Preferably they could also sign it. Unfortunately the custom forms does not provide as many features as the custom assessments or that could be a good solution.
3 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.
3 votesThank you for your feedback. We are currently reviewing this request.
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The Calendar needs to be more functional
We have received feedback from CoC partner agencies about using the calendar:
"When scheduling appointments, first the report of appointments has to be run to see if there's any conflicting appointments.
It takes FOREVER (feels like it) for a report to be run. Then you have to go put in the appointment after the report shows up.
Then you have to rerun the report to make sure the appointment you scheduled is on the guests schedule and wait for FOREVER again....
If there's anyway we could have a quicker way to access each guest's schedule that would be great.
It…
3 votesThank you for your feedback. We are currently reviewing this request.
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