555 results found
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Tag users in referral notes / messages - or be able to have more than two people on a message thread
It would be great if in the body messages, such as the referral notes, you could tag other users so they could be brought in to the conversation easily to discuss the client in a thread - or be able to have communications with more than one other user on a single thread.
18 votes -
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.
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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).
18 votesThank you for your feedback. We are currently reviewing this request.
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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.
18 votesThank you for your feedback. We are currently reviewing this request.
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Add the ability to assign multiple services at once
In it not uncommon to provide multiple services to a client in one engagement. Entering services one by one can be time consuming, especially with the requirement to include a location (geolocation feature is not always reliable so it often must be done manually). It would be helpful to be able to select multiple services from a list and assign them to the same client with the same date of service and location. It would also be helpful to be able to choose multiples services when using the attendance feature.
17 votes -
Assessment Measures
It will be great if 'Assessment Measures' only shows data when the field has been answered and not all fields in the assessment that have been selected to be an 'Assessment Measure'. The current visibility is not ideal to case managers as they only need to see the data within the fields that have been answered.
17 votesThank you for your feedback. We are currently reviewing this request.
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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.
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Audit log for System Settings > Assessment Processors page
The Assessment Processors page under System Settings does not have an audit log. It is important to be able to track when Assessment Processors are added or removed from this page, so an audit log or some other tracking option would be helpful to track those changes.
16 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.
16 votes -
Add the functionality fo referral back to the queue when a referral is sent to a housing provider & does not result in a HMID
Adding the functionality for a referral to be sent back to the CQ when a referral is sent from the CQ to a housing provider that does not result in a HMID and the exit destination is still a homeless category. Allowing referral be return to the queue keeping the history of the original referral, similar to a referral that is denied by a PH provider and sent back to the queue would be very helpful.
Priority level 3
16 votesThank you for your feedback. We are currently reviewing this request.
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Ability to filter custom fields in Looks, etc.
It would be beneficial to have the ability to sort/filter reports (including Looks) by custom-created fields.
16 votesThank you for your feedback. We are currently reviewing this request.
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Report: Reporting on Looker Content within Folders
A report with a listing of the report names that are toggle on per agency. Or, have this developed so that it can be pulled from Looker.
For example, users with access to the embedded Looker are able to run Looker reports or dashboards that are pushed to the agency. Instead of having to review this list individually for each agency, it would be helpful to have a report.
16 votesThank you for your feedback. We are currently reviewing this request.
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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!
16 votesThank you for your feedback. We are currently reviewing this request.
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Alert pop up for Attendance module
When scanning in or adding clients in the Attendance module, have an actual pop up appear for those who have a public alert.
Currently, an icon will appear next to the client's name and then you must hover over the client name and then click on the public alert to see it.
This causes delays for shelters that need to check in a large number of clients.
An immediate pop up would ensure that End Users have the ability to both quickly check many people in AND catch important public alerts.
16 votesThank you for your feedback. We are currently reviewing this request.
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Password expiration warning - specify site
Password expiration warnings are helpful, but they should specify the site they are for. I have a number of different passwords for a training site, a live site, migration site, etc. and all have different passwords. When I get the warning, it just says "Clarity." Would be much more helpful to know which site needs to be updated!
16 votesThank you for your feedback. We are currently reviewing this request.
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chronic homelessness verification
In order to be considered for PSH opportunities, a participant must have documentation of disability as well as chronicity. Some individuals have enough history in HMIS under the Programs tab to be considered documented for the chronicity requirement of Chronic Homelessness and if there were a field that added that history together and gave us a yes or no answer, this could decrease the barriers in obtaining PSH opportunities.
16 votesThank you for your feedback. We are currently reviewing this request.
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Customize DIT Client Matching
Currently, Clarity has 2 client-matching options when using the DIT - full and regular. It would be helpful if users could select custom conditions for client matching in addition to full and regular.
In several communities, the data quality of SSNs are poor (often not collected/NULL), as an example. This results in the auto duplication of client records when other client-matching conditions could have been met. Many communities are very clear they do not want to match clients based on SSNs.
As such, more flexibility in client matching would be beneficial for many communities and make the DIT more useful…
15 votes -
Ability to link notes from agency-level "Notes" tab to a program enrollment
It would be helpful if we had the ability to link notes that have been entered from the agency-level "Notes" tab to a program enrollment (ex: there would be a "Link from Notes" button within the enrollment's "Notes" tab similar to the "Link from History", "Link from Assessments", and "Link from Files" functions).
For certain reports we pull in the last note entered into a client's program enrollment; if an end user accidentally enters notes into the agency-level Notes tab, those notes won't pull into the report. To fix the issue, they have to delete any notes they entered at…
15 votes -
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.
15 votes -
Include referral notes in Basic Shared with access rights toggle
We're having an issue where certain housing navigators are not able to see or leave referral notes if they are not working under an agency that sent or is receiving the referral. Our community voted to set Service/Programs/Assessments/Events Placed as "basic shared," and because these are all grouped together, we can't open up sharing for referrals for certain access roles because the agency sharing settings override any access role permissions. A solution to this would be to include referral notes in Basic Shared, since leaving a note is not changing the status or behavior of the referral in any way.…
15 votesThank you for your feedback. We are currently reviewing this request.
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