635 results found
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Merge Agency Tool
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 votesThank you for your feedback. We are currently reviewing this request.
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Allow the ability to pull reports for more than one CoC at the same time.
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 votesThank you for your feedback. We are currently reviewing this request.
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Add userID as live marker
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 votesThank you for your feedback. We are currently reviewing this request.
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Customized Services result field in all service types
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 votesThank you for your feedback. We are currently reviewing this request.
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Roommate matching
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 votesThank you for your feedback. We are currently reviewing this request.
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availability
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 votesThank you for your feedback. We are currently reviewing this request.
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Warning field message includes hyperlink ability
Warning field message includes hyperlink ability
3 votesThank you for your feedback. We are currently reviewing this request.
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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.
3 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?
3 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…
3 votesThank you for your feedback. We are currently reviewing this request.
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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…
2 votes -
Ability to change field type when feasible
Sometimes, if we hit an unresolvable issue with a field, we have to make a new one - which can impact reporting because that also means we need to make new looks/dashboards, and then we can't aggregate between the old and new version of a field. In some cases, could we look into allowing the field type and other settings to change later/not be permanent?
Examples include:
1. swapping a number field to a dollar field and vice versa
2. swapping a checkbox to a picklist (within reason, probably couldn't go the other way around)2 votes -
More info in drill downs
When using the drill down feature in a look - would like please client UID and/or client name. A lot of times we are looking for lists of clients and the only way to confirm who the client are - is to click into their profiles one by one.
2 votes -
Ability to break apart enrollments falsely entered as group, while preserving serivces.
The program merge tool allows you to enroll group members after a program enrollment has been created for one or more clients.
The opposite would be helpful as well, a way to remove members from a group enrollment while preserving services.
2 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.
2 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.
2 votes -
Show which agency is currently selected on the agency list
It'd be nice rather than dissapearring the currently selected agency from the agency list, if it were highlighted.
I'm occasionally going down the list agency-by-agency, and it'd help to know which one I'm currently on.
Makes it easier to confidently select the next agency.
2 votes -
For Inventory page, filter by program in addition to agency
We have several programs in one building in real life, so accordingly we revised our inventory functions to have all programs in one building. Previously, we had them in separate buildings, but needed to merge them so we can reassign units to different programs as needed. So for a while, we got used to sorting by building to get to different programs, but can't do that anymore. It would be great if we could sort by programs the same way we can filter by agency, site, etc. Thank you!
2 votes -
Customize vendor screen
Many screen types in Clarity can be customized in the screen editor section. This includes the ability to add custom fields to these screen types. It would be nice to be able to customize Vendor screens so that details like the Vendor ID and vendor location (custom fields) can be added. This will help with reconciling service funds between HMIS and accounting software.
2 votes -
Update Project Roster to include enrollment CoC
Please add enrollment CoC to the Program Roster to help users identify participants active within a specific period by the enrollment CoC or add a filter to the report so the roster can be filtered by CoC, or both.
2 votes
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