544 results found
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Expand Care Team/ Case Load functionality to non-Clarity User profiles
Currently only Clarity users can be added as Care Team members. This limits the functionality of the case load feature for agency managers. It would be great to profile/ add a care team member that is not in clarity. An integration of contacts/ care team functionality!
3 votes -
Remove Row Number Limit
Our agency is conducting more comprehensive data analytics projects. However, the 5000-row limit makes it extremely slow for our data team to pull data at finer levels of details, such as service notes over the past year. Is there any way we can increase or remove this limit?
3 votes -
Looker: Add Dimension "Latest Client Level Note"
Add a dimension under Client Notes-Client Level to to better identify the last client-level notes entered and/or to assist in calculating the number of days from today to last client-level note. *Similar to the Client Notes Enrollment Level: Latest Note by Enrollment dimension.
3 votes -
Add a Program's Agency filter to the Inventory Module
Inventory allows the flexibility to connect units to multiple programs under the same building. Many communities have configured Inventory this way and want to see unit information by program, not building. However, there isn't a program's agency field available.
Adding a program's agency filter to the Inventory module would allow users to view the information by program. Additionally, having a field in Looker available for program agency will also aid in creating custom reports.
3 votes -
Toggle Additional Household Members in Attendance
The ability to toggle additional/all household members in an Attendance Module's scanned services would be incredibly helpful for agencies that provide daily, weekly, or monthly services for entire households; especially when only one or two members of the household are present but the service must be applied to everyone.
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 -
Note Tags
It would be helpful to be able to select "tags" for a case note. So the worker can pull up notes and find the ones that are tagged for a specific item. Example, they could put in a case note about meeting with a probation officer, and then before the next meeting, pull up all of the notes that are tagged "Probation", or something like that.
3 votes -
DIT should not list person doing import as assigned staff on enrollment
When you import data using the DIT it should not remove the old assigned staff person and replace it with the person doing the import. It completely wipes out all evidence of who the assigned staff was before and makes it to seem like the person who did the import created the enrollment.
3 votes -
Penultimate assessment
For Looker, it would be very helpful to have a way to identify the penultimate assessment.
This would be used to compare changes between the most recent assessment or exit with the previous to look for changes. For example, did income change since the last assessment. Not just compare with entry and the most recent/exit.
3 votes -
outreach module
Currently, count/recognition of clients residing in an encampment includes only those who enrolled in services (e.g., enrolled in Clarity/HMIS). However, there are those individuals who reside in these encampments, who are not "yet" (or may never) be interested in services - therefore, NOT enrolled in Clarity/HMIS.
Idea: Add capability feature to account for these individuals who reside in encampments and are not enrolled in Clarity/HMIS. (Possibly with encampment profile).
As a CoC we are not able to presently report on an "accurate" count of individuals residing in encampments (unhoused). As a CoC - and believe other CoC's experience this -…
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 -
Add U2F Authentication option. Ability to to turn on at agency level only
So you can use Yubikey,etc to log in
3 votesThank you for your feedback. We are currently reviewing this request.
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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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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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