477 results found
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Operating Start Date DQ Check
When you input the "Operating Start Date" the system checks for any "Project Start Dates" that occur before the selected date. If they exit, a message appears warning the user they have clients that were served before the selected Operating Start Date. This will also help resolve potential LSA Flag issues due to this conflict in data quality.
3 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.
3 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.
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 -
Ability To Hide Names in Recent Clients List
For security, it would be great to have the ability to either hide the names in Recent Clients list or to show their searchable ID's instead of names. This would be helpful when working in an open office environment and you want to access the client search screen.
3 votes -
Turn on IP whitelisting and MFA at Agency Level only
Instead of only turning on IP whitelisting and MFA at the system level, it should also be able to be turned on/off at the Agency level so only some agencies are affected. This will add more flexibility to security policies.
3 votesThank you for your feedback. We are currently reviewing this request.
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UI Updates
It can be inconvenient to need to move to a different tab when adding client data. Some tabs, like Contact for instance, might fit under the profile, but having it as a separate tab leaves it in a view that many users rarely look at to see if it's populated.
Another suggestion was to incorporate all family members in a single view that incorporates all of
their demographic details.3 votesThank you for your feedback. We are currently reviewing this request.
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Public Alerts Visible in Outreach
If a client has a public alert it would beneficial to have the alert icon show up in the outreach module (same place as housed status).
3 votesThank you for your feedback. We are currently reviewing this request.
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Automatic Current Living Situation
Allow for an automatic current living situation to be entered in a client's program enrollment when they are added to the outreach map or when they move to a new location on the map.
3 votesThank you for your feedback. We are currently reviewing this request.
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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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Link Coordinated Entry Enrollments to Community Queues
Link Community Queues to active enrollments in Coordinated Entry. Link it so when someone is exited from the Coordinated Entry project (both manual and auto) that they are automatically removed from any queues. This means that everyone on a queue is active in coordinated entry.
3 votesThank you for your feedback. We are currently reviewing this request.
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Credit expense feature
We are looking to have functionality created for us so that we could enter in credit instead of an expense. For instance, we pay for someone to stay at a hotel for 4 nights at $150 per night. Our fiscal department writes a check to the hotel for $650 paid upfront. The expense is then put into Clarity for check #123 for $650.
Then later on, since the person only stayed for 3 nights, the hotel sends us a check for $150. We want to be able to enter a credit into Clarity for (their check number) in the amount…
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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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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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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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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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.
3 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…
3 votesThank you for your feedback. We are currently reviewing this request.
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Filtering Notes
End users would love the idea to filter through notes based on the note_categories field and quickly find the notes they need for their clients.
3 votesThank you for your feedback. We are currently reviewing this request.
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