568 results found
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Profile Page Notes Box
Users have frequently expressed the desire to have a small box on the profile page where they could put some basic notes - information that doesn't warrant a public alert, but should still be up front and visible rather than hidden in the Notes tab; e.g. how to pronounce a client's name. The box could sit right below the Unique Identifier and profile picture
1 vote -
Live Marker: age at "program date" (InformationDate)
live marker: age at "program date" (InformationDate)
Description: Calculate the client's age at program date.
Issue: Users sometimes backdate/future date/update records which causes some age specific fields to show up due to using the current age live marker, the client's age at program date may not be the same as the current age.
Outcome: Any field using this live marker as a constraint will use the age at program date and will also align HUD age specific fields.
1 vote -
Profile field display constraints
Name, DOB, or SSN, or any ‘Quality of …’ fields on the Profile screens are not available to be display constraints for other fields on on the profile but a customer would like to be able use them as constraints.
1 vote -
Program ending also ends inventory automatically
Because of the LSA, we found out we had closed out programs that still had inventories open. Please make it so that the system ends everything with an open date with the same ending date as the program end date. There's no reason to have open bed inventory when the program ends.
1 vote -
Children information Cascade into Assessments
When we do an assessment with a client and it is a "family tye" assessment that asks about the family, we would like for that information to be automatically filled in. For example, if the assessment asks how many children are in the household, it should fill in based on how the household is built in HMIS. If it asks for name and age, it should be able to pull that from the childrens profile screens.
1 vote -
Email / Messaging CRM
To be able to message your clients through the portal, and to be able to see if they have opened or not opened the email/message. Also to give the clients the ability to respond.
1 vote -
CE Assessor and Dual Program Enrollment
We continue to get requests from providers who have staff that have CE assessment privileges and wanting to know how many people each staff are enrolling into CE, how many are completing assessments, and how many of those are being added to the community queue. The canned report available in Clarity does not work.
Another report similar to this is for the programs to see how many people currently active in their projects are also enrolled, assessed, and on the CE community queue.
1 vote -
Additional Agency Access - Inactive Setting
It would be very helpful if we had the ability to make an Additional Agency Access 'inactive' as we require Annual recertifications for things like Coordinated Entry - which is set up as Additional Agency Access.
Currently we have to remove access completely and then re-assign access, and that is very time consuming.1 vote -
being able to add a mass case note to my active clients
I send out job leads and notifications to my active caseload in CareerLink. This is about hiring events, career fairs, or community events. I was hoping I could have a way to add this note to everyone active on my caseload as I do this a few times a week. Now I have to input them when I touch a file. I was seeking a prompt to allow me to add a general case note reflecting this type of action to all active cases in one entry.
1 vote -
Merge fields
Have the ability to merge three fields at once.
1 vote -
Publish Client Contacts Email field for use in Screens
The field (clientcontacts.email) is only available to be used in the Client Contacts tab. Unfortunately it's the only field that provides a data quality component around email addresses. If you enter text that doesn't include the @symbol, it won't let you save, and an error pops up saying "Please include an @ in the email address". In addition, under the field you see in red "Email is not a valid email address." If you add an email address to any other screen or assessment you cannot embed the requirement for an @ symbol. It would help to have this…
1 vote -
QR Code for Forms
Add QR code generator
Reason: The QR code can be used to identify hard copies associated with clients or be used when scanning the documents so that system can automatically upload the file to system for respective client.How: add QR section so users can select from file dropdown (allow multiple select and number to generate). Generate a pdf with QR codes.
Allow users to add QR code to scanned/uploaded files. Users can edit how the QR displays on file.
If file has QR code, indicate in the File section of HMIS.
If possible, add QR code to files already…1 vote -
Client Form Enhancements
Add ability to convert screens into forms.
Reason: Administrators often need to create their own forms for general use or specific populations. When screens are updated, the forms need to be updated as well.
How: Allow admin to select screens (client profile, enrollment screens, assessment screens) and their respective fields. Convert fields to form fields. Include the ability to generate a file in multiple formats and or link to post to website.
The selected fields will display as they do on their respective screen, but users may edit.
If possible, convert the constraints to fields. For example, if a field…1 vote -
Screen edit options
Add additional settings to screens to allow data entry edits/updates.
Reason: While some processes may require the screens to be edited/updated by the user when there is incorrect data entry other processes may need to prevent these types of edits.
How: This additional setting will allow administrators to determine if the screen is editable/updatable and how many times a user can edit/update. Add checkbox “allow edits” and if checked add number of types to allow edits. Add banner to show if screen is editable/updatable or has edit limits.1 vote -
Group Enrollments - Removing a program exit for one or multiple household members.
For group enrollments, the option to remove a program exit (reopen a client enrollment) should be an option to reopen the enrollment for one or multiple household members.
1 vote -
Add the ability to attach a file to Clarity messages
It would be helpful to be able to attach files to messages sent within the internal Clarity messaging system.
1 vote -
search option for the "Inventory" tab
As a Care Coordinator for Urban Alchemy, it would be beneficial for there to be a search option when looking for a specific room/unit in the Inventory, instead of having to scroll through an entire roster of rooms/units to find the one I'm looking for. Sometimes the information is needed quickly and the current way of using the Inventory doesn't allow for a quick search. Priority: Level 1
1 vote -
Live Marker: Household Move-In Date
Reason: Move-in date is added to the current head of household at entry, and it is not visible to other members' enrollment or their database records.
Logic: Looker already has a Household Move-In Date field so just apply the same logic for the live marker.
Outcome: When this live marker is added to screens, it will display the current head of household move-in date from the entry screen. Since live markers added to screens show up in the database, client records would also have this field...might need to make this dynamic in the database so that historical move-in dates are…
1 vote -
New interface Add Client button is obscure
The new Add Client button has no hints to tell the user what it does. There is no tooltip, and there is no "URL hint" that appears when you hover over it. Please add some text to the button so users know what it does.
1 vote -
labels
Add the ability to customize labels.
Have the ability to bold, not capitalize labels, and italicize words on screen labels.1 vote
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