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Clarity Human Services

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Clarity Human Services

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  1. Allow for notes to be recorded for all types of services, regardless of service delivery types. Perhaps this can be a new toggle in the service setup that will show/hide the notes box.

    3 votes

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    0 comments  ·  Services  ·  Admin →
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  2. We recently implemented Coordinated Entry, with the policy that only clients who scored higher than a certain threshold (that would be periodically adjusted to match the amount of available housing) would be added to the Housing Queue. After three months, we have many (400+) clients referred directly to the Housing Queue, most of whom do not have scores that meet our threshold score criteria. How can we prevent providers assessing clients from making direct referrals to the Community Queue unless the client's assessment reaches the threshold score?

    3 votes

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  3. It would be handy to have a tool for merging Agencies in Clarity for those times when service providers merge organizations or when we have set up an Agency for a temporary purpose that later needs to be merged into the primary Agency.

    The tool would facilitate the move of services, programs, staff, sharing departments, and sites from a source Agency to a destination Agency. It should also indicate when there are potential sharing limitations resulting from the merge.

    3 votes

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  4. Our implementation has multiple CoC's and sometimes we want to pull an APR for more than one CoC but we cannot. It would be helpful to be able to pull reports as System Administrator across the system to include any/all agencies and projects no matter what CoC they are in.

    3 votes

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  5. We use passwords to allow access to some screens.

    Using the userID as live marker will allow us to create constraints that will allow users to access the screen.

    3 votes

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  6. The Coordinated Entry Services have a very, very helpful "result" field that would be great to have in other types of Services. Agencies should be able to customize these. This would make Services actually helpful for tracking external referrals and connections to benefits, etc.

    3 votes

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  7. We can use Clarity to match clients to programs based on defined criteria. What about matching clients to clients? Communities who look at shared housing as a means to more PH placements (as opposed to single occupancy) might be very interested in functionality that facilitates roommate matching as part of CE processes.

    3 votes

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  8. Please improve the functionality of the Availability Listing section. Specifically, give users the ability to edit the (poorly named) "additional notes" field, where we list the most distinguishing information about a unit -- address, Unit or Apt. # or a letter. While these listings get IDs within looker, front end users don't have access to that.

    Very often with our units at a YMCA or YWCA, the specific unit for the referral gets changed to a different number. Since it cannot be edited once a match has been made, it becomes enormously confusing for all the CE partners to keep…

    3 votes

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  9. Warning field message includes hyperlink ability

    3 votes

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  10. Setting up a new Service Taxonomy is relatively easy, but applying a Service Taxonomy to Service Items is not. There can be thousands of Service Items within a Clarity instance to which Admins might need to apply just one taxonomy code. A tool that allows admins to search for Service Items and apply taxonomy codes would remove a significant barrier to the usage of Service Taxonomies.

    3 votes

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  11. A customer has requested a feature enhancement in which there can be a 'Make Program Private' toggle on the Program Set Up page in order to lock individual programs down to an agency in which only those agency users would be able view the programs history on the client profile. (similar to the 'Make Program Private' functionality within individual enrollment when editing a 'Case Manager' assignment).

    In addition, I feel as though if we had a 'Make Program Private' toggle, we should also incorporate a 'Make Service Private' toggle on the Service Set Up page as there are frequently services…

    3 votes

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    1 comment  ·  Admin →
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  12. We receive a warning when there is a date gap between overflow inventory, but date gaps are to be expected due to the nature of that bed availability type. Therefore, the warning "There is a gap in the Bed & Unit Inventory dates for this program. Please update the Bed & Unit Inventory Start or End Dates as appropriate." shouldn't be applied when the gap is related to overflow inventory.

    2 votes

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  13. When viewing results of a Looker query, it would be helpful to have functionality to deduplicate clients in the results so that each client appears on only one row.

    2 votes

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  14. It would be very helpful to have the ability to customize the "More Info" section that appears for Pentaho/Report Library report descriptions in each HMIS instance system settings.

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
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  15. When returning a client to the HQ, users are able to edit the referral date, but there isn't any information on when the client was originally referred to the queue. This would be a helpful setting based on CoC policy - when client is referred back to queue, keep original refer to queue date.

    2 votes

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    0 comments  ·  Referrals  ·  Admin →
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  16. According to Help Desk, the file uploader has a unique ID and so when the same screen is up and I try to upload a second file it treats it like I am modifying my earlier upload rather than uploading a separate file. At present, I have to leave the screen every time I need to upload a second document when i should be able to upload as many as necessary without having to leave the screen and then return.

    2 votes

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  17. For files being uploaded, add date field, expire countdown field, expire period field, flag and reminder settings.

    Reason: Some processes require documents to be current, adding a date field, countdown flag, and document expiration period may help keep records organized.

    How: Date field will be used as the start date for the countdown timer/flag.
    Users can select or enter a number for how long, “expire period field”, the document is good for. For example, a document with a date of 01/01/2024 and an expiration period field of 30 days would be good for 30 days starting and including on 01/01/2024…

    2 votes

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  18. For strict case management users, it would be helpful to be able to create custom profile screens that exclude the HUD data elements. Currently, even if an agency or user doesn't need to collect things like DQ of name or Social Security Number, these elements are still required.

    2 votes

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  19. User Story:

    Per HUD standards, we are to enroll each client we encounter into our Street Outreach program and document a CLS Assessment. However, a majority of the interactions our team has is with clients that refuse to provide any identifying information, much less answer any of the intake questions.

    Is there any way that a toggle can be implemented into an enrollment form that will automatically answer each intake question with "Client Prefers not to Answer"? If not each question, at least most of them?

    This will alleviate data entry fatigue for staff documenting the many clients that refuse…

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
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  20. There seems to be a new update in the ONE system when it comes to uploading files, and I am running into the following issue:

    When you go to a Profile and click on “FILES” then click “Add File,” it takes you to a page titled “UPLOAD A FILE.” Then, you click “Select File,” and choose the file to upload and then click “ADD RECORD.” The file is then uploaded and you are redirected back to the “MODIFY FILE” page for the same file you just uploaded.

    It would save a lot of time if instead, we were redirected back…

    2 votes

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