474 results found
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Allow flexibility between zip codes and city designations
Zip codes may be associated with more than one city, however, Clarity sometimes forces the wrong city to be recorded.
For example, when recording an address with zip code 94303, the Clarity will record the city as Palo Alto, though the actual address is in East Palo Alto. (See attachment.)
This presents an issue in reporting because East Palo Alto is within our County, but Palo Alto is not. Having the flexibility to select any of the cities associated with a zip code would be a significant help.
2 votesThank you for your feedback. We are currently reviewing this request.
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2 votes
Thank you for your feedback. We are currently reviewing this request.
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Allow users to have access to another agency but not all projects at the agency
We have many users that may need access to just one project at another agency but currently there is no way to set that up. If there was a way to allow a user to be at one agency and have access to another agency but not all of the projects within this would be very helpful.
2 votesThank you for your feedback. We are currently reviewing this request.
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User Admin - Manual Increase of License Caps
It would be beneficial, in certain circumstances (temporarily inactive users, etc.), to be able to manually increase our License cap for license types to properly manage and anticipate activation fees when exceeding our cap.
In our setup, we pass all license fees to participating agencies (license fees and activation fees).
To give an example:
Let's say we have 100 licenses, 100 are in use and active. 5 users go on leave temporarily for a few months and are inactivated. We are then at 95/100 active licenses.Let's say we train 2 users bringing us to 97/100. All 5 users come…
2 votesThank you for your feedback. We are currently reviewing this request.
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Extend the XML schema to include Notes, Contacts, Appointments and Locations.
Extend the XML schema to include Notes, Contacts, Appointments and Locations.
2 votesThank you for your feedback. We are currently reviewing this request.
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Tracking Views in Data Analysis
Knowing the number of views for Dashboards and Looks in Data Analysis would help admins determine which ones are useful.
2 votes -
Service Taxonomy Manager
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.
2 votesThank you for your feedback. We are currently reviewing this request.
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Report Library Search
It would be very helpful to have a search tool for the library. Some features:
Search all folders
Search by part of title or report number
Prompt suggested matches
Nice to have:
- Option to designate which folder to search in... i.e. Admin Reports only
2 votesThank you for your feedback. We are currently reviewing this request.
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Allow Screen/Program Copying from One Instance to Another (e.g. training site to live site)
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?
2 votesThank you for your feedback. We are currently reviewing this request.
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[PRIVACY/SECURITY] Consent Refused Toggle: Make Available for Shared Records (between Agencies)
At this time the toggle is only able to be used for new records or where records are only used by one agency. A customer has requested to be able to use the toggle on shared records because at times multiple agencies share the use of de-ID'd profiles (ie coordinated entry). Proposed enhancement to allow the toggle to be used with shared records and give the option to automatically send a clarity mail notice or e-mail notification to those listed as an agency contact stating that their client has been de-identified, contact sys admin for details.
2 votesThank you for your feedback. We are currently reviewing this request.
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Add 'Private' Option to Program and Service Set Up Pages
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…
2 votesThank you for your feedback. We are currently reviewing this request.
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Care Team User or Program Setting (Not assign staff)
Some staff are data entry staff and automatically get assigned as a care team member. I would be great to toggle this OFF so that community members don't attempt to contact data entry staff for care coordination. This is especially true for NBN shelters, as they don't tend to assign case management at the point of enrollment. So, either toggle off at user level if they are data entry only OR toggle off at program if the care team doesn't mean the same thing for a particular program.
1 vote -
Integer/numeric field limits
For data validation, it would be helpful to be able to set minimum and maximum limits for numeric/integer fields. For example, if we use a 1-4 scale and someone enters "40", a user should not be able to save that data on the screen. While reporting and label/warnings can be used to help prevent this sort of invalid entry, it would be helpful if the system did not allow it in the first place if configured appropriately.
1 vote -
Add the ability to assign multiple services at once
In it not uncommon to provide multiple services to a client in one engagement. Entering services one by one can be time consuming, especially with the requirement to include a location (geolocation feature is not always reliable so it often must be done manually). It would be helpful to be able to select multiple services from a list and assign them to the same client with the same date of service and location. It would also be helpful to be able to choose multiples services when using the attendance feature.
1 vote -
automatic emails to HMIS Admins 30 days prior to funding ending
It'd be great if the system could/would send automatic emails when a funding source is set to expire and there will be no active funding source for a project.
1 vote -
Ability to add services to HoH progam enrollment only
When creating a service we'd love the ability to set services up so they can only be accessed/tracked/created in the HoH's program only. We have programs that we need to have users only track under the HoH. However, users sometimes forget and will track services under the second adult in the HH or under the children. This causes issues when we are running custom reports that are set to only pull information from the HoH and the services provided.
1 vote -
Aging into Adulthood: add "Veteran Status" requires updating into the message flag.
While it's not an enrollment-based requirement... it is a data standards requirement.
1 vote -
Organize Assessment history by type of assessment
Hello! Hope everything is going well. Our staff migrated to Clarity from ETO, and one feature that ETO has that Clarity doesn't is the ability to organize the Assessment history (known as Touchpoints to their system). Instead of providing them all in one list, it sorts them by the Assessment type, making it easier to find the specific one you're trying to view, edit, or delete. This would be a great way to not only help existing Clarity users but also help Clarity compete with other databases for those who could be moved to our side.
You can see a…
1 vote -
Align Housing Move-In Date to Unit Start Date Automatically
After a referral to a unit is made from the community queue, a provider enrolls a client to the corresponding program and the client is automatically added to the unit in the referral, both with the current date. However, for Permanent Housing projects, when a Housing Move-In Date is entered, the user has to then manually update the unit start date to reflect the true first night that the client moved into and slept in the unit. Functionality that would allow the Unit Start Date to update based on the Housing Move-In Date entered would help improve this workflow.
1 vote -
Add the ability to report on citizenship information in Looker
There are currently 2 fields in Clarity that collect information regarding a client's citizenship status (citizenstatus & uscitizen). However, neither of these fields are available for us to pull into Looker to build reports off of. We would like to have these 2 fields added so that we can pull a client's citizenship information.
1 vote
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