697 results found
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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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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 -
4 votes
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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 -
client recent search
With the new interface, it would be great to either have the recent search of clients collapse/expand in one of the action hub boxes by way that the client's names aren't already visible.
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 -
Daily Attendance or Multiple Attendance service to toggle on both options, "Tracking Time is Adjustable" and "Track Time per Attendance".
Customer would like the ability to set a Daily Attendance or Multiple Attendance service to toggle on both options, "Tracking Time is Adjustable" and "Track Time per Attendance". Currently by setting time tracking as adjustable, an attendance service cannot be associated with a service attendance record.
On the database side, the field clientservicetracking.refdate is not populated unless “Track Time per Attendance” is on, which associates it with the clientservice_dates table. If “Tracking Time is Adjustable” is toggled on, then “Track Time per Attendance” is automatically turned off and removed as an
4 votes -
Filter Outreach Tool by Case Manager
We would love to sort the neighbors enrolled in outreach by case manager to look at patterns of where case managers are focusing or patterns of movement of neighbors across the community.
4 votes -
Remove Project Type Field on the UCT Screen
Having a project type field on the UCT screen causes confusion because reports pull the project type of the program connected to INVENTORY. If the field on the UCT screen does not match the program's project type, this has been a source of data quality issues. When these DQ issues occur, this cannot be fixed by a sys admin.
It appears the purpose of the field on the UCT screen is to control what bed dedication fields appear on the UCT screen. If the project type field is removed from the UCT screen, a program could be connected to the…
4 votes -
Program ending also ends inventory automatically
Because of the LSA, we found out we had closed out programs that still had inventories open. Please make it so that the system ends everything with an open date with the same ending date as the program end date. There's no reason to have open bed inventory when the program ends.
4 votes -
Synchronize Behavior between the Availability Reservation system and the Referrals system
I came across the following scenario, which I believe will cause data entry errors for our users. The issue is that if a provider deletes a client’s reservation from the Availability screen, the opportunity becomes available, but the client remains matched to the opportunity. My recommendation would be to remove the delete button from the availability screen if a housing opportunity has a pending referral.
Scenario:
Client is referred to a housing opportunity through the Community Queue.
Reservation is deleted on the Availability screen
Opportunity becomes available for match again, but client is still matched to the opportunity in their…4 votes
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