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Clarity Human Services

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Clarity Human Services

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  1. 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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  2. 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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  3. Requesting to add feature to include clients' Unique ID in barcode format to the [GNRL-106] Program Roster report. The barcode could be its own column or placed in the same box as the existing Unique Identifier column akin to the [CLNT-103] Photo ID Card

    As we are implementing the Attendance Based Feature for our CoC, this is a question that some of our providers are asking about for easier barcode scanning of their clients.

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
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  4. 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

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  5. 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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    0 comments  ·  Reporting  ·  Admin →
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  6. As a System Administrator, I want to enable 2FA as the default for our instance, while still having the ability to exclude certain user accounts, particularly those shared by volunteers with “Attendance Only” access roles (e.g., those who primarily scan in bed nights, meals, etc.) so that certain users do not have the same requirements to log into Clarity, while still maintaining a higher security level for most accounts.

    Priority Level: 2

    2 votes

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  7. 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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  8. The Learning Lab at Clarity Connect has been one of the most valued resources for attendees. Customers recognize the support of the Help Desk, but would love to have a regularly scheduled time of "Office Hours" to speak with the experts about data and reporting.

    2 votes

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  9. Similar to these 2 ideas, we would like the ability to be able to filter the clients shown on the Outreach map by their program type enrollments. In our use case, we would like to limit the results to only those clients who are enrolled in a Street Outreach or Homeless Prevention program.

    https://ideas.bitfocus.com/forums/930328-clarity-human-services/suggestions/49418741-filter-outreach-tool-by-case-manager
    https://ideas.bitfocus.com/forums/930328-clarity-human-services/suggestions/44284701-more-filter-options-for-outreach-map

    2 votes

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    0 comments  ·  Outreach  ·  Admin →
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  10. 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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  11. 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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  12. 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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  13. 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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  14. 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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  15. 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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  16. 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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  17. 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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  18. 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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  19. 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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  20. 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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