685 results found
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It would be great to have notes cascade between community queues for coordinated entry.
We have community queues for each of our service regions as well as our major urban area. We have clients that bounce around or may be willing to relocate, so they may be referred to multiple community queues. When case managers enter notes, they only see what is entered based on what queue they access the client from, even though other agencies in a different region may be working with or housing the same client (ie: a client is sheltered in Lincoln but wants to move to the Panhandle, they would be referred to both the Lincoln queue and BOS…
4 votesThank you for your feedback. We are currently reviewing this request.
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Clearer sharing settings
This is two requests:
Clearer descriptions of current sharing settings
More flexibility than current sharing settings allow4 votesThank you for your feedback. We are currently reviewing this request.
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Make it possible for checkbox fields to be marked "Required"
For checkbox fields, add indicator allowing it to be marked as "answered" so that we can see whether a checkbox field has actually been answered. Checkbox fields are currently not able to be set as "Required" because of their logic. It would be good to know whether the question is set at 0/Off because that is the actual answer rather than if they simply didn't answer the question. This is a potential Data Quality gap in the system.
4 votesThank you for your feedback. We are currently reviewing this request.
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Custom "Files Screen"
As an alternative to capturing everything through data collection in Clarity, better document management features could help meet customers' needs.
A “Files Screen” for each uploaded document with meta-data and/or custom fields so there could be more robust reporting on collected documents could be really helpful with case management.
For example, when a client's drivers license has been scanned and uploaded, there could be a custom "DL Expiration" field associated with that upload.
Since a valid DL is almost always required in order to sign a lease or to obtain employment. we could be on the lookout for expiring DL's…
4 votesThank you for your feedback. We are currently reviewing this request.
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SPM raw data reporting
We woulike to be able to pull full raw data (preferrably in a canned report) for the System Performance Measures. It is not convienent to click on every single data point for each measure to see the clients; further, doing so does not provide the full dataset. The SPMs in Looker have errors and are not reliable. We want to be able to match the SPM data to other reporting/characteristics, such as to report the SPM measures by demographics. See below for an example of what Wellsky is providing (this one is for Measure Two: Returns).
Personal id Client id…3 votes -
Merge Clients: could we show client unique identifiers?
Could we have the part that displays the two clients merging on the righthand side also show the UIs? Currently, it shows name, DOB, and SSN, but in the case of a lot of duplicates these will be the same - making it harder to tell if you correctly placed the intended one as Primary. Thank you!
3 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.
3 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.
3 votes -
Allow referral notes on snoozed records
Currently the system doesn't allow you to leave referral notes on snoozed CQ records. We snooze records if clients aren't yet chronic but will become chronic after a period of time, and sometimes navigators are assigned to snoozed clients to get the ball rolling for a potential housing opportunity. It would be great to be able to leave notes on the referral record to document any progress even if the record is snoozed. Thanks!
3 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…
3 votes -
filters and search within services
We have agencies with tons of services.
Scrolling through the services box is inefficient.
It'd be nice if we could filter via regex or at least search.
IE, if I want to select all services that have [Program1] in the name
I can add a filter where text must include "[Program1]"
And it'll be as if I clicked [Program1] Service 1, [Program1] Service 2, [Program1] Service 3
Of course, adding multiple filters to a single query is always helpful.
3 votes -
privacy project vs privacy agency
Would it be beneficial to set the privacy at a project level rather than the agency level?
3 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.
3 votes -
client portal / outreach
Currently, when a client shares their location through the portal, this information does not appear on the outreach map.
Would it be possible for this shared location data to also be displayed on the outreach map? This feature would be very helpful for tracking and coordinating outreach efforts more effectively.
3 votes -
End inactive status from the Inventory Module
As a user, I can make a unit inactive from the Inventory Module, but I cannot end the inactive status without going to Manage Sites. I would like to end a unit's inactive status from the Inventory Module.
Add the ability for a user to end a unit's inactive status from the Inventory dashboard.
3 votes -
Update the [GNRL-403] Public Alert Notice to remove active service
The [GNRL-403] Public Alert Notice requires an active service in order to display the public alert.
I would like to request an update to this report to remove the service restriction and have the report be based on the public alert creating agency and user.
3 votes -
Search Outreach by client name
Currently, the search field in Outreach lets you look clients up by UID only.
This creates some inconvenience if outreach workers need to swap between Clarity and Outreach while out in the field to grab someone's UID. If they're swapping between Outreach and Clarity, it almost seems more appropriate to fill in location/CLS from within the Client Profile, reducing the usefulness of the Outreach module for real-time data collection.
Also, encampments may have limited service in the area and going between both modules could be resource-intensive for workers' devices.
3 votes -
Ability to select multiple agencies when configuring 'Additional Agency Access'
When configuring for Managers/Admin, the 'Additional Agency Access' only allows to add one agency at a time- for CoC's that have a lot of agencies, it can be tedious.
3 votes -
Update Error Message to be more clear when Project Start Date is later than Unit Start Date
Clarity currently lets users update an enrollment's program start date to be later than the assigned unit start date. When a user then tries to exit the client from the program, they get a cryptic error message that is currently confusing to users. Users currently don't understand why they are unable to exit a client from the program by viewing this error message alone. Error message is as follows: "Please correct errors. Start Date should be greater than or equal to [program start date]."
It would be more helpful for users if the error message was more specific to the…
3 votes -
CE Exits to PH and Returns to Homelessness
A report that shows you all households that were housed through CE and if/when they returned to homelessness based on a program entry (emergency shelter) and/or prior living situation (homeless situations). Does not include Day Services and/or Street Outreach enrollments after the housed exit date, unless the Prior Living Situation indicates homeless situation.
3 votes
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