761 results found
-
Data Validation Check for Program Enrollments Entered Before the Program Start Date
A client's enrollment date should not start before the program itself starts. The LSA treats these as errors, and we need to resolve them every year before submitting it. If Clarity stopped those errors from happening, it would save us a lot of time.
22 votes -
[Looker] More Folder Options in Looker
Request for some additional functionality in embedded Looker:
- Allow access to sub-sub folders in the main reports folder
- Change interface to an actual folder structure (collapse folders by default, allow expanding) instead of just displaying folder names as headers
- Allow access to sub folders in agency reports folders
- Allow users to view look descriptions and dashboard descriptions in embedded Looker. Right now I think they are available in standalone, but only in standalone."
22 votes -
Documentation Requirements- Allow for logic/conditions when configuring documentation requirements
Documentation Requirements- Allow for logic/conditions when configuring documentation requirements.
When configuring documentation requirements for a program, you can only list required documents but do not have the ability to indicate AND/OR conditions. The way it works now, you can add multiple documents but the system thinks that all documents are required. This is problematic because, for some programs, we want to indicate that a driver's license OR a passport is required but the system would think both are required.
For example, for housing programs, clients would only need to show one form of ID. Either the driver's license or a…
22 votesThank you for your feedback. We are currently reviewing this request.
-
Merge Tool for Duplicate Enrollments
When utilizing the Merge tool to merge programs, there currently is no way to merge a duplicate enrollment for a client.
For example, a client is enrolled into a program as an "Individual" where case notes, services, or other information is subsequently added. That same client is then later - erroneously - enrolled into the SAME program as a "group" where information may or may not be added to that enrollment.
Currently, the Merge Tool does not allow to merge both program enrollments into a singular program enrollment. It would be nice for the Merge Tool to allow this feature…
20 votes -
Ability to delete Grant Activity information
Under funding source/grant activity there is no ability to delete. This is an issue if we make an entry in error and need to correct something that was entered previously. Currently you can add an end date, but this doesn't help if something was entered in error, incorrect data is reflected instead of being able to be removed.
20 votesThank you for your feedback. We are currently reviewing this request.
-
Allow the ability to edit Queue Remove reasons so they can be unique for each CoC versus systemwide.
Each coc should have the ability to adjust the reasons a referral is removed from the queue for evaluation of outcomes. Right now adding an option that is needed in CoC is difficult to train users in other CoC that it's not relevant in their community and to disregard that pick list option.
Priority level 3
19 votesThank you for your feedback. We are currently reviewing this request.
-
Screen customizations
We are requesting the ability to customize screens in more ways. As communities begin working on building out their own exclusively-digital, custom triage tools, there is a need to make the assessments screens more aesthetic and functional.
Some ideas are ability to change text size and color on screens (fields, labels, warnings), ability to delineate sections with lines rather than just spaces, and the ability to customize the icon caution sign on screen 'warnings' (remove icon, pick a different icon).
19 votesThank you for your feedback. We are currently reviewing this request.
-
Be able to schedule reports for more then 1 agency at a time.
I often times need to run the same report for all of our agencies. However, I am only able to schedule the report for 1 agency, when I attempt to schedule this for more then 1 it will override the previous agencies scheduled report.
19 votesThank you for your feedback. We are currently reviewing this request.
-
Allow users to record "yes" ROI when client has a "no" recorded by another agency
We have had a recurring situation where the following takes place:
1. Client has a “no” ROI recorded by Agency A with no end date (but has an unlocked profile)
2. Client begins working with staff at Agency B and gives consent/signs ROI
3. Staff at Agency B try to record this “yes” ROI but cannot; it throws an error for the ROI start date because there is no end date for the previous “no” ROI.
Staff at Agency B cannot edit and add an end date to the “no” ROI because it was recorded by Agency A.
Currently when…18 votesThank you for your feedback. We are currently reviewing this request.
-
Remove the need to manually enter a Username when creating Staff Accounts
The problem:
Clarity now uses single sign-on through Auth0, so staff sign in with their email address. The Username field on Staff Accounts is no longer used to log in, but it's still required and must be unique. System administrators across organizations still have to make up and type a unique username every time they create a staff account.
For most organizations, the username shows up in only a few reports and doesn't affect end users. Admins still spend time making up and tracking a value that's rarely used. The cost adds up for organizations that create many accounts, onboard…
17 votes -
90 days Inactive Notification
As an HMIS Lead for our CoC, we would benefit from a toggle that would send notifications to assigned staff who have a clients who has been inactive for more than 90 days. We're finding that many clients in our HMIS are remaining open with no contact and we're hoping to prompt a reminder for the case manager so that they will update services, case notes, or CLS as needed.
We're hoping that this type of functionality might be similar to the toggle that allows end users to receive reminders for annual assessments.
Priority: Level 3
17 votes -
Ability to Assign Additional Agency Access in Bulk
As a sys admin, I would like to assign additional agency access in bulk. For staff such as matchmakers who need access to all agencies in the system, it can be very time-consuming if you have to assign each agency to the user individually.
17 votes -
Ability to copy programs during configuration
A customer inquired about the ability to copy a program when doing configuration. This would be a huge time saver when configuring all programs during an onboarding.
A sys admin could set up one program, copy it for programs that share the same settings, and just need to update the program name.
17 votes -
Update Unit Status in Batch
Customers have asked for the ability to update the status of multiple units at one time (update in a batch). For example, a building and units were set up to prepare for a new building to come online. Units were set to inactive so they would show on the dashboard until the agency was ready to begin leasing up the new building. When the agency is ready to begin lease-up, they need to change hundreds of units to active.
As a property manager, I want to update the status of multiple units at one time so that I can efficiently…
17 votesThank you for your feedback. We are currently reviewing this request.
-
Audit log for users who have accessed a record
We would love a way to run an audit on users who have viewed a client record, even if they have not made any changes to it. Thanks!
17 votesThank you for your feedback. We are currently reviewing this request.
-
Allow end users to download and print form pages
For agencies who are trying to save time, it would be very beneficial to have a download/print function within Clarity, tied to the enrollment form. Some agencies can enter directly into HMIS, and do not need a paper copy, but there are many agencies who are required to store paper forms. They have to do their enrollments on paper forms, then enter into HMIS. If you could print the form, it would save them a lot of time. Currently, when you print an enrollment form using the basic web browser function, it does not retain the responses to checkboxes, such…
17 votesThank you for your feedback. We are currently reviewing this request.
-
Current Living Situation Assessment Notification
I would like to propose a CLS notification for Street Outreach & ES projects every 90 days, to ensure that clients are not dormant in the system and they are tracked accurately to reflect their updated housing condition.
17 votesThank you for your feedback. We are currently reviewing this request.
-
Ability to make alerts not expire
Our agency needs certain alerts to never expire until they are marked resolved. We use these alerts for safety concerns so it is critical that they come up when a client record is found by search or scan, until they are resolved. Currently, expiration date cannot be left blank. We propose that a checkbox/switch be added for "indefinite" that hides the expiration date (this could be an option at the agency level). Then when the alert is resolved, it can be edited to expire.
17 votesThank you for your feedback. We are currently reviewing this request.
-
When a user assigned to a Care Team is deactivated in Clarity, automate an end date to the Care Team assignment
When users are deactivated in the system, they remain as active members of a client's Care Team. This impacts reports that show "active care team members." It would be great to automate an end date to the Care Team member when their account is deactivated in HMIS.
16 votes -
Preferred Name Line
Have a preferred name line in addition to the legal name information. I have had clients that go by their middle name, or perhaps they are transgender and they go by a different name, or they have a street name that they prefer. It is important that other providers know that a client goes by a different name. Also would be amazing if that was also searchable because sometimes you encounter someone who only tells you their street name.
16 votes
- Don't see your idea?