459 results found
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Prevent uploads of "Client Files" to "Client Forms" section
User Story:
As a case worker in a CoC agency, I want to upload client documents and files so that they'll be visible to the care team wherever they're needed in Clarity.
Priority: Level 2.5 (Impacts entire community; a system/process allows us to accomplish our goals but it is time-consuming and burdensome)
Description & Rationale:
Clarity has two sections under a client's Files tab (https://oahu.clarityhs.com/clients/{{clientID}}/file)—Client Files and Client Forms—and as currently implemented they are terribly confusing for end users. The platform affords no way for admins to prevent the mistakes that the UI design leads to, which are costly…
9 votes -
Update the Eligibility function to allow household size based on enrollment size
According to the Program Setup: Eligibility page it's noted "When establishing eligibility criteria based on Poverty Guidelines, household size is calculated based on the client's "global" household (the client-level household) and is NOT based on the number of members in a group enrollment." It would be extremely helpful if there was an option to allow household size to be determined based on the enrolled household members using the eligibility function and not at the global level. Is this an option BF is looking to add to Clarity HS in the future?
9 votes -
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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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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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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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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Option to pull client level reports with PII redacted/missing
Agencies and communities are required to provide redacted client records when monitored by HUD. Currently, agency staff print the reports, cross through client PII, scan reports, and submit them to HUD. Often the redaction is insufficient. It would be very awesome if users could choose to pull client-level reports excluding PII to serve this purpose.
9 votesThank you for your feedback. We are currently reviewing this request.
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Note categories should be able to be set on agency level
Custom services are great because they can be set on either an agency or system level. This means that agency managers can set them up. This is NOT the case for the new Note categories field, which can only be set in the field editor - and therefore flow across the entire system and can only be set by system admins. This makes no sense. Agency managers are aware of the wide swath of the work that staff do in a much more immediate way than system admins, and need greater flexibility to set these up, rather than a very…
9 votesThank you for your feedback. We are currently reviewing this request.
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Drill-Down for Assigned Access Roles
The Access Roles page would be more helpful if the number of "Assigned" roles was a drill-down
9 votesThank you for your feedback. We are currently reviewing this request.
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Add Overall Data Quality Score to HUDX-225 HMIS Data Quality Reports
Please add an overall data quality score % (preferably with a corresponding letter grade; 90-100 = A, 80-89 = B, etc) to the top of the existing [HUDX-225]/[HUDX-225-AD] HMIS Data Quality reports available in Clarity. The denominator of this score would be the sum of all possible data quality issues per table row in the report and the numerator is the sum of all total number of errors identified per table row (all in line with the programming specifications in the HMIS Standard Reporting Terminology Glossary).
This overall Data Quality % and score would help provide admins, agencies, and end…
9 votesThank you for your feedback. We are currently reviewing this request.
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Always Set Date Created for Client Profile to Oldest Date When Merging
The Fellowship of the Colorado HMIS Leads would like to formally request a feature enhancement related to the Client Merge tool. Essentially, we would like for the meta data associated with the client profile’s creation date to default to the date of the oldest client record being merged.
Ex:
Jon Smith has two client records, one created on 1/1/2017 and one created on 1/1/2020.
Regardless of which client record is selected as the dominant record to merge, it would be most beneficial if the oldest meta data for the client profile create date remained after the merge (in this example,…
9 votesThank you for your feedback. We are currently reviewing this request.
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“Your recent client searches” advanced settings
This is from a previously archived idea.
This is a Feature Request regarding the “Your recent client searches” box on the Search page. I’ve talked with users who would like to either have none/hide this and other users who would like to see more clients in the list. Having an option at either the agency- or user-level to change the number of clients that appear in that Recent Searches box would be a very nice addition!
8 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.
8 votes
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