697 results found
-
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.
-
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.
-
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.
-
Warning field message includes hyperlink ability
Warning field message includes hyperlink ability
3 votesThank you for your feedback. We are currently reviewing this request.
-
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.
-
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.
-
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.
-
Upload more Documents tab rather than clicking on files after each upload
One enhancement that would be extremely helpful involves the document upload process. Currently, when uploading application documents, users can only upload one file at a time. After each upload, we have to navigate back to the Files tab, select "Add File," and then upload the next document. This process must be repeated for every document associated with an application.
Since we often upload around 10 supporting documents per client application, this requires navigating through multiple screens for each file, which can be very time-consuming.
Would it be possible to add an "Upload Another Document" or "Add More Files" button directly…2 votes -
Show Program Restrictions Alert in Programs in Horizon
In the old Clarity user interface, if a client has a program restriction assigned it will show an alert when trying to enroll them in a program. Could we please add this to Horizon as well so that staff who may not be tech savvy enough to find the Program Restriction new location can still see the alert? Thank you!
Currently, an alert is present in Horizon, but only shows up if a client is viewed from an already enrolled program, which doesn't stop someone in the moment of enrolling.
2 votes -
picture
We need to have participant's picture available on the search page, sometimes we have 10 people with the same exact name under search and the only way we are able to pick the right one is to be able to see their picture
2 votes -
ability to write one assessment and have it apply to multiple clients
In some cases, an assessment might need to apply to multiple clients, similar to how a service can apply to multiple clients (but in niche cases it doesn't make sense to do this in services). Could we ever consider ability to have one assessment associated with multiple clients to save time?
2 votes -
Coordinated Entry Assessments on a closed enrollment
End users are able to use an closed CE enrollment to complete a new CE assessment. Are we able to prevent CE assessments outside of the enrollment? I originally submitted a Bug ticket for this but I was informed it was a expected behavior.
2 votes -
Increase the font size for the Clarity Unique Identifier in the [CLNT-103] Photo ID Card - Sample
Agencies use the attendance functionality to speed up the process of data entry, especially for those repetitive services.
However, in some cases, they have volunteers that will not be allowed to have access directly to the system. The volunteers write down the number on a tracking sheet and then the agency enters after the fact.
One of our agencies requests the following "...Is there a way to make the Clarity number larger on the cards? We have some volunteers who write down the numbers whose eyesight is not great?"
They are referring to [CLNT-103] Photo ID Card – Sample.2 votes -
Contacts: can we have the note appear without a mouse-over?
When using the contacts page, the notes can currently be viewed by holding your mouse over the icon - but would it be possible to merely have that populate the text automatically? Lately we've been having issues where contact notes are missed, which is a problem for DV survivors who may have contacts listed in safety concern ways, such as "only call at night." Thank you!
2 votes -
Contacts: can we have the note appear without a mouse-over?
When using the contacts page, the notes can currently be viewed by holding your mouse over the icon - but would it be possible to merely have that populate the text automatically? Lately we've been having issues where contact notes are missed, which is a problem for DV survivors who may have contacts listed in safety concern ways, such as "only call at night." Thank you!
2 votes -
Add Customizable Drop-Down Menu Option to the Services on the Program Screen
Add drop-down/ pull-downs to services in the Program Screen to allow for better customization. It would help our agency better track the services our clients receive. For example, adding a customizable drop-down for selecting the funding source the service came from would be valuable! Adding a customizable drop-down to services would make using the services feature in the Programs Screen much easier!
2 votes -
Filter Active Caseload by Program/ Add Program Sort Feature
Currently when I go to my active caseload all programs are listed in alphabetical order. Some staff have 5 pages of programs with their most frequented programs being on the last page. Adding a feature so you search by program or pin a program to the top of the page is a small change that would remove some of the headache of clicking through pages to find the program you need.
2 votes -
Optimizing the process of recording services provided
Please get rid of the auto-minimizing tabs. It drastically slows down the process of recording services provided. Instead, add a checklist of all possible services, and a drop down menu to sort for only the services one's program provides. It would be most efficient, since there are so many possible services, if that checklist could also be navigated alphabetically by hotkeys
2 votes -
Customer Portal: show Service history
Currently, only program enrollment history is shown on the Activity page in the Portal. Some communities also wish to display Service history to improve transparency (for example, showing contact attempts that have been logged as services).
2 votes -
Customer Portal: AI support chat option
It would be useful to provide an AI support chat option within the Customer Portal. This could be used to support users who need assistance or instructions on how to use specific Portal features. This could also potentially use the configured community Resources and Community Info articles to guide users towards resources that may be available to help meet their needs.
2 votes
- Don't see your idea?