567 results found
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
Pop-out Parameters Selection Box for Reports
When selecting parameters for certain reports like System Performance Measures, there is a small selection box for things like Agencies and Programs. When selecting dozens or hundreds of items in these categories, the selection box is very tedious. If there could be a pop-out window to make selections and not have to scroll up and down so much it would be a better UI. Confirming selections is difficult when you can only see a few at a time. Also, check-boxes rather than shift-select would make this selection process much easier.
3 votesThank you for your feedback. We are currently reviewing this request.
-
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.
-
Add auto placement for manual CE Events
There is currently no option to set up auto-placement for manual CE Events as we can for services. It would very helpful for end-user workflows if this could be implemented.
3 votesThank you for your feedback. We are currently reviewing this request.
-
auto exits: include notes as an active activity to retain clients active in program
Allow for the notes to be included as an eligible activity to retain clients in program even when the auto exit toggle is activated.
3 votesThank you for your feedback. We are currently reviewing this request.
-
Enable outgoing/incoming referrals to/from trusted outside human services agencies
Standards organizations such as DirectTrust have been working to specify ways for human services agencies to share securely emailed referrals, for any type of human service. Standards organizations are also working on ways to share service directory information. Clarity Human Services could implement these standards to be a part of this secure referral network, so Clarity users could send outgoing referrals (even outside the HUD Continuum or customer installation). Likewise, agencies could post their available human services and accept/decline incoming referrals, from the trusted external service organizations.
see https://directtrust.org/blog/launch-of-information-exchange-for-human-services
3 votes -
Report: Which clients don't have release of information (ROI) on file and/or who have ROI renewals coming up.
With the requirement to upload ROIs for every client, it would be extremely helpful to be able to run a report and see which clients in a given program are due for a renewal or need an initial ROI uploaded. Checking each client individually is a huge waste of staff time when you have thousands of people to check.
3 votesThank you for your feedback. We are in the planning phase of a feature or update related to this item.
- Don't see your idea?