714 results found
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Reporting idea - Enrollment Connected Assessment Filter (Assessment Detail Report)
Provide an option to select "based on Program enrollment" to the assessments detail report
5 votesThank you for your feedback. We are currently reviewing this request.
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Allow users to have access to another agency but not all projects at the agency
We have many users that may need access to just one project at another agency but currently there is no way to set that up. If there was a way to allow a user to be at one agency and have access to another agency but not all of the projects within this would be very helpful.
5 votesThank you for your feedback. We are currently reviewing this request.
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Automated HMIS CSV Exports through Data Analysis Tool
An automated HMIS CSV export using Looker that could allow users to control which HMIS fields are exported.
5 votesThank you for your feedback. We are currently reviewing this request.
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5 votes
Thank you for your feedback. We are currently reviewing this request.
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CLS cascading request
"Our street outreach team would like to have cascading work for Current Living Situation records even for their long term clients. The ability to cascade is based on enrollment start date, but why can’t it be based (at least for the CLS) on the amount of days since the previous one was recorded?
They have long term clients they work with and as you know, recording a CLS “outreach contact” is no longer a quick service transaction in Clarity – it takes longer for them to fill out the assessment page."
5 votesThank you for your feedback. We are currently reviewing this request.
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Replace individual screens with multi-form workflows
Change the Screen and Assessment features to support workflows that combine multiple pages along with conditional skip logic.
5 votesThank you for your feedback. We are currently reviewing this request.
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Allow system admin to control use of Referral related Navigator and Case Manager fields
We, like other communities, do not use the functions of Navigator and Case Manager with the referrals module. This is for a few reasons, but primarily it is not workable to use because of the design limitation of ending a Navigator listing once a queue record turns into a pending referral record.
Now that the new UI is active, these fields are more prominent, especially as they appear on all users' side bar of widgets. Please allow system admins to control the use of these functions and when they are not in use to hide these widgets.
It is more…
4 votes -
Client Form Creation - default Private setting
We would like to be able to create a Form in Clarity with the Private button toggled on, but allowing the user to un-toggle the button when they are adding a the Form to a client record.
4 votes -
Link to Unit Card from Units/Bed Tab in Program Enrollment
Would like to see the details of the assigned unit from the units/beds tab in the program enrollment much like how one can now link from the unit occupancy page to the client profile... (https://ideas.bitfocus.com/forums/930328-clarity-human-services/suggestions/45587245-direct-link-to-client-profile-from-the-inventory-d)
4 votes -
New User Interface: Increase Result Count for Queue
In the current interface the queue shows 20 results before you have to go to the next page. In the new interface, the queue shows 10 results before you have to go the next page.
Please update the new interface to either match the old interface or provide a System Setting that allows us to increase it up to 20 or more rows per page.
This change would help with reviewing the results when dealing with very large lists of clients.
4 votes -
Customer Portal: ability to edit documents after upload
Currently, once a user uploads a new document in the Customer Portal, they are not able to edit the document. Instead, a Clarity user with the right access role needs to make any changes or delete the uploaded document. It would be useful for Portal users to be able to make changes or remove documents that they have previously uploaded, for example if the document they upload is blurry or the wrong category is selected.
4 votes -
Customer Portal: "show password" option when creating account and logging in
Communities have received feedback from clients who have struggled to create their Portal account and log in without being able to see their password as they're typing. It would be useful to provide users the ability to "show password" as they're typing so that they are able to more easily access the Portal.
4 votes -
Prompt clients to confirm contact info on regular basis in the Portal
Some websites, like banking apps, periodically ask users to review and confirm their contact information is still accurate. It would be useful for this function to be able to be enabled in the Portal on a set frequency to ensure clients' contact information remains up-to-date.
4 votes -
Favoriting resources in resource directory
A way to favorite resources in the Customer Portal resource directory so users are easily able to find their most important resources, and add notes about them. Also have them appear on the Locations tab within the Portal for easy access
4 votes -
Include client UI number on the caseload page
Recently staff started using the Caseload button in the upper right corner more often, which is great! They have relayed the feedback that since the client list links to each profile individually, it'd be great if the UI numbers could be on display on the main Caseload page to save them a few clicks and loading times. Could we please do something like this and add a column?
4 votes -
Allow usage of Departments for Additional Agency Access
Our community has programs that are interagency and at times we need to create additional agencies in which staff from multiple agencies have access and track information.
Allowing us to set up departments under their additional agency access would be helpful in ensuring people are able to see what is going on, but only access the programs they are supposed to. It would cut down on accidental enrollments into incorrect programs.4 votes -
kguillen@lahsa.org
We would like a pre-calculated field in Looker that shows a count of the CURRENT enrollment household. The only existing fields now show a static count at the time of entry but that can change as household members get exited or new ones enter.
additional context in support ticket: 38906463297
4 votes -
Screens: Client Assessment Score Refresh/Re-Save setting
What: Adds admin option to refresh or save prior saved client screens.
Why: Whenever screens are updated, the user has to manually save the screen for those new updates to take effect. This is especially true for assessments were scores become "stale" whenever changes to the assessment/assessment processor are made.
How: For each screen add option to "Refresh/Re-save" (Yes/No). If yes, then allow for additional criteria such as on or after this date for "Date assessments Added" or "Assessment Date."
Logic: If change is due to new field, add warning that the "New changes made to assessment questions - Please…
4 votes -
Create display constraint based on program (program name or program identifier)
Rather than making two versions of an assessment where one program has extra questions, could we make something where we make a display constraint on specific questions, such that if a client is in a specific program then questions populate, but hide otherwise? Thank you!
4 votes -
Allow negative dollar amounts for the custom dollar fields
We use Clarity assessments for creating budgets for the client, and in particular have an automatic calculation on a dollar field to compare income to expenses. Occasionally clients will have a negative balance here, where expenses exceed income, which would manifest in the field as a negative number - but dollar fields aren't currently built to allow you to save a negative number.
This creates a problem as we need to know if a client is operating at a deficit in order to best know how to help them.
Would it be possible to tweak the dollar field so that…
4 votes
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