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Clarity Human Services

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Clarity Human Services

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  1. 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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  2. 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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  3. Warning field message includes hyperlink ability

    3 votes

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  4. 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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  5. 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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  6. Currently the orange ROI banner shows for clients that have a "no" response to data sharing, which is a valid "active" ROI response. We would like to see a different banner for clients with active ROI's that are a "no" from those that don't have an ROI on file at all. Thank you.

    2 votes

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  7. 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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  8. 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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  9. 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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  10. It would be very handy for users to be able to create reports of audit log activity rather than have to click in client by client and page by page to see this activity.

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
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  11. 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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  12. 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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  13. 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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  14. 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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  15. 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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  16. You can not "mass hide" units that are not ready to come online. This is a problem we ran into. We are configuring hundreds of units, but can't hide the ones that aren't ready yet - they still show up under "beds/units" and the inventory dashboard. We tried making the site, building and UCT inactive, but that doesn't work. We learned the only way to hide the rooms was to make each bed offline or give it a future date - impossible to do with hundreds of units . If making the Site, building or UCT could hide the actual…

    2 votes

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    0 comments  ·  Inventory  ·  Admin →
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  17. Currently, the multi- select values are reportable as a single string. It would be great to be able to report on (Looker) individual values in the selection, similarly to the reporting options for the new Gender and Race and Ethnicity fields?

    2 votes

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  18. There should be a way for custom forms to be uploaded to Clarity instead of building out a form within Clarity's "Client Forms" tool. The "Client Forms" tool is tool located at: Grid / Waffle --> Settings --> Client Forms.

    We have created forms in-house that are far more robust than what we can build out through the Client Forms build tool. These are blank and fillable PDF files that we would like uploaded to Clarity for field staff to use instead of whatever is built out within Clarity.

    Ideally, this custom Client Form, would open the same way by…

    2 votes

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    1 comment  ·  Admin →
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  19. As of the June 2024 Feature release, Goals now automatically recalculate when their associated measure is met or not met. For Goals with a Service Based Measure, the goal will automatically recalculate using the current date not the date entered for the Service.

    For example, let's say I have a Goal for a client to receive an employment service, that is measured by whether a employment service category service is issued. If today's current date is 7/10/2024, and I issue an employment service with the date back-dated as 6/30/2024, then the Goal will automatically recalculate and the accomplished date will…

    2 votes

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  20. Is it possible to add “age and relationship household” under client’s profile – specifically, program enrollment.

    Head of Household: Name of Client -- Age

    Program Group Members:

    Name of Client - relationship and Age

    2 votes

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