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Clarity Human Services

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Clarity Human Services

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  1. We have received feedback from CoC partner agencies about using the calendar:

    "When scheduling appointments, first the report of appointments has to be run to see if there's any conflicting appointments.

    It takes FOREVER (feels like it) for a report to be run. Then you have to go put in the appointment after the report shows up.

    Then you have to rerun the report to make sure the appointment you scheduled is on the guests schedule and wait for FOREVER again....

    If there's anyway we could have a quicker way to access each guest's schedule that would be great.

    It…

    3 votes

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    0 comments  ·  Services  ·  Admin →
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  2. Having finer control over Sharing for Notes would be very helpful. Customers wishing to grant "read-only" Clarity access to community members don't necessarily want them reading everything about clients.

    It would be helpful to have the ability to control Sharing for specific Notes-type, not only at the Agency level, but also at the Program level.

    3 votes

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  3. It would be great to have a program setting where if it is turned ON, a new enrollment can only be made if there is an active referral to the program. We are having the problem where case managers are "jumping the gun" and enrolling a client into a housing program before the referral record is entered in HMIS and then have to "back link" the enrollment to a referral with date problems.

    3 votes

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  4. Allow for assigned delete rights for ROI's, in access roles, not just system admins. Or maybe, allow for choice of ROI when merging clients, who both have active ROI's.

    3 votes

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    1 comment  ·  Admin →
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  5. Allow for the ability to reorder slots in the service setup. Currently they are limited to the order they were created in. This is an issue when trying to organize rooms that are created later but need to be grouped with other rooms within the same section.

    3 votes

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  6. Allow for the ability to mark a slot offline (with a date range), as well as a dropdown for the reason offline (maintenance, staff use, etc). This should be able to be configured directly on the bed reservation page by the service provider without having to access the setup/management pages.

    3 votes

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    1 comment  ·  Services  ·  Admin →
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  7. Allow for the option to set reservations without an end date. Currently an end date is required, and it is not always known how long the client will be staying in the bed. This is also to avoid providers having to extend reservations unnecessarily.

    3 votes

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  8. 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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  9. 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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  10. 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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  11. 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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  12. 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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  13. 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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  14. 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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  15. 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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  16. Warning field message includes hyperlink ability

    3 votes

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  17. 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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  18. Customers are often need to create complicated Clarity screens, programs and services (assessments and/or program enrollment, update, exit screens). Because of the difficulty involved, admins like to build a first draft on a training site to make sure the new elements work the way they hope.

    Could there be feature that allows customers to copy these complicated screens, programs, and services from one instance to another, like a training site to a live site?

    3 votes

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  19. 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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  20. 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.

    2 votes

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