352 results found
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Recurring Reports
It would be help to have a recurring schedule options of the reports within the schedule option now. Currently, an user is able to schedule reports for each day they want the report initiated. It would be extremely useful to have an option to run reports daily, weekly, monthly, etc..
10 votesThank you for your feedback. We are currently reviewing this request.
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Additional Options for Capturing 'Prioritization Status' for Coordinated Entry Assessments (4.19)
Related to the existing idea advocating for 4.20 Coordinated Entry Events to be Service based Events instead of Inferred Events, (https://ideas.bitfocus.com/forums/930328-clarity-human-services/suggestions/43917810-provide-access-to-data-element-4-20-response-categ), there is an additional need related to how the 'Prioritization Status' associated with 4.19 Coordinated Entry Assessments is captured within Clarity.
Currently, the only way to capture that a client has been 'Placed on prioritization list' (4.19_7.1) is if the Coordinated Entry Assessment associated with the client is placed on a Community Queue. For communities that choose to take advantage of the CQ functionality offered by Clarity, this works well, but for communities who choose not to…
10 votesThank you for your feedback. We are currently reviewing this request.
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APR for multiple programs at once with separate reports output
A customer has requested the ability to run the APR for multiple selected programs or agencies with the same parameters all at once, but get separate reports for each program/agency as the output.
10 votesThank you for your feedback. We are currently reviewing this request.
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Full client record report
We need a profile screen report that would pull all services, custom assessments, and enrollments. This is necessary to comply with legal requests.
10 votesThank you for your feedback. We are currently reviewing this request.
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Client Specific Assessment Report
It would be helpful to have a report that can be found in the Client Reports section that returns full details on Assessments. It seems like that should already exist based on what reports are available for clients but somehow it doesn't. Something that allows you to select the Assessment(s) you want included and the date range (like the GNRL-210 Assessment Details Report) but for one specific client that can be easily printed.
10 votesThank you for your feedback. We are currently reviewing this request.
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Assigned staff from non-primary agency
Currently, within an enrollment users can only assign staff members who have the agency where the enrollment lives as their "primary" agency (unless assigning themselves). So, if a user has access to multiple agencies, other users can only assign that user to an enrollment in that user's primary agency.
The drop down picklist for assigned staff SHOULD include all staff with access to that agency, even if it is not their primary agency.
10 votesThank you for your feedback. We are currently reviewing this request.
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Start Date and End Date Validation
Before saving a Start Date or End Date, validate the date is a valid calendar date. This could also check for dates recorded prior to 1/1/1915 as noted in HMIS Reporting Glossary. This could also check for dates in the future and give a warning message when the user saves that it is a date in the future to confirm accuracy. This could apply to both enrollments and services.
9 votesThank you for your feedback. We are currently reviewing this request.
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Create a separate access right for the referrals tab in client records
Currently the Referrals access right allows both the Global REFERRALS tab and the REFERRALS tab in client records. There are multiple use cases where we need users to have access to one or the other but not both of these. We would like to be able to separately assign rights to the referrals tab in client records. Thanks!
9 votesThank you for your feedback. We are currently reviewing this request.
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Standalone Building name needs to be distinct
When you create a site of type "Standalone Unit", the system creates a default Building called "Standalone Site Building". If you have multiple sites of this type, you cannot tell them apart in the filter. Please update the naming convention to include the site name in some fashion. That puts the onus on us, the customer, to choose distinct Site Names, which I think is appropriate. I suggest "Standalone" + "Site Name", but I am open to other ideas.
9 votesThank you for your feedback. We are currently reviewing this request.
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Public Alert - Alert Icon
Currently, the alert icon is not visible in the attendance module when the public alert is set to private. This is a request that this icon be visible to the agency that created the public alert in the attendance module for that agency.
9 votesThank you for your feedback. We are currently reviewing this request.
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Enrollment type care team member start date when assigned staff changes
Currently, if the assigned staff for an enrollment is changed, the start date for an enrollment type care team member does not reflect the date of this change and instead shows the project start date regardless of whether or not the staff member was the client's assigned staff at that time. We would love to see the new assigned staff's care team member start date reflect the day the assigned staff changed rather than the project start date. This would help us track when a staff member (especially navigators) were assigned to a given client.
9 votesThank you for your feedback. We are currently reviewing this request.
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family_members live marker to count 1 for single person households
Currently, the family_members live marker only counts households where there are 2 or more people. If there is a single person, the live marker counts zero. We would like the live marker to count 1 in that case. This is important because household size is used for CE assessment scoring and matching. Using the live marker would be the easiest way to maintain.
9 votesThank you for your feedback. We are currently reviewing this request.
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Custom Notifications for Assessments
Users should have the ability to create a custom notification, for example to alert them when an assessment is due or coming due. This could be similar to the notification for Annual Assessments, except able to be used with any assessment, even custom assessments
9 votesThank you for your feedback. We are currently reviewing this request.
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Cascading from status/annual/exit screens to new enrollments
Customers have expressed the desire to have data fields entered in status/annual/exit screens to cascade into new enrollments. We know that enrollments can cascade into other enrollments, and that there are data fields entered at enrollment that are not collected in the status/annual/exit screens. However, the data would be most useful and accurate if cascading considered most recent data fields from the enrollment AND status/annual/exit screen. The goal would be to have the most recent fields from the enrollment and status/annual/exit screens cascade to subsequent enrollments.
9 votesThank you for your feedback. We are currently reviewing this request.
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password
It would be helpful for there to be an option and/or button on the log in screen to show the password so that users can know if they mistype something.
9 votesThank you for your feedback. We are currently reviewing this request.
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Mobile device data field tooltips
Make tooltips text associated with data fields available on mobile devices. Currently, the tooltip text is only accessible on desktop devices.
9 votesThank you for your feedback. We are currently reviewing this request.
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exit
Update the 'Exit' to say 'Program Exit' to make it more clear. Right now it looks like it was an after thought and it is just to xxit the file.
9 votesThank you for your feedback. We are currently reviewing this request.
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Access Role Duplication
It's great that Clarity offers so many access rights, which allows customers to create very specific access roles. It would be a great time savings if we could start creating a new access role by duplicating an existing access role and then adjusting the access rights.
9 votesThank you for your feedback. We are currently reviewing this request.
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user caseload dashboard
User Dashboard that summarizes their caseload.
For example: How many and what HUD required fields are not entered correctly/missing, clients without services, notes, CLSAs, missing Annual Assessments, Housing dates not entered within enrollment timeframe, client just turned 18 and needs updating, etc... Any data points where logic is being violated this dashboard would provide a summary of where their caseload stands and has quick links to jump to make those corrections/updates.
9 votesThank you for your feedback. We are currently reviewing this request.
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Email sent out to Navigator when assigned in Community Queue
When a Navigator is assigned in the Community Queue, it will help tremendously if the Navigator receives an email to know she/he has been assigned a new client. This will avoid having to do an extra step of having to email the Navigator.
9 votesThank you for your feedback. We are currently reviewing this request.
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