84 results found
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Bulk Delete/Mark as Read Clarity Messages
Add functionality to bulk delete or mark all as read for Clarity messages. Some of our users have hundreds of message notifications of referrals because of our recent CES migration, and they would like a quick way to clear them out.
53 votes -
Ability to Edit/Backdate Referrals
In order to clean up our Coordinated Entry and Community Queue data, we sometimes need to re-enter/edit/backdate referrals. Our COC analyzes metrics like time between referral date to housing, referral date to program entry, etc. and applying the current system date when adding a referral isn't always accurate.
43 votes -
Type dates in Report Date Range
It would be great if we could type in the dates for reports instead of selecting from the calendar.
43 votes -
Increase Uploaded File Size Limit
Currently, the max allowed file size for upload is 4 MB (4112 KB). Is it possible to increase the file size for upload to 7MB? We have a few providers that are attempting to go paperless and require to upload large files.
33 votes -
Quality Assurance: Chronological Date Entry Logic
Users at times enter in start dates that occur after the exit date or vise versa. Similarly, users enter Housing Move-in date that may be outside the enrollment (before start date or after exit date).
While there are canned reports ([DQXX-121] Project Start Date > Project Exit Date, [GNRL-106] Program Roster), a pro-active approach would be better.
Also, include logic that detects if enrollment dates are future dated and either generate an alert or possibly and this as "On/Off" switch for system admins to manage.
29 votes -
Multi-select fields should be available on system/agency level
Currently, multi-select fields are only available to be set up by BitFocus. Instead, system admins need to use multiple checkbox fields for each option. Typically, select-all-that-apply questions have many, many choices (even when those questions are designed well and thoughtfully). This quickly eats into custom field limits and custom field publishing to data analysis (both of which are very bad design elements themselves). Please improve this.
28 votesThis was released in February 2024.
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Provide Access to Data Element 4.20 Response Categories for direct data entry
To accommodate data standards compliance, please provide access to response categories 10-15 for data element 4.20 (CE Event: Referral Events) for direct data entry for communities who utilize Clarity for client profile and case management but whose assessment, matching, and referral solutions are external to the Clarity software and who are not in need of the add-on module of Community Queue.
26 votesThank you for your feedback. A feature or update related to this item has been released.
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Different Color for Training Site
It would be very helpful for my users if our training site had a very different color scheme from our live site. That would help prevent accidental entry of real data in the training site.
26 votesWe've implemented this idea on training sites. How'd we do? Please let us know!
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Notes Preview - Quick View of Case Notes
End users have provided a lot of feedback in our implementation about reading through case notes in Clarity. They find it time consuming to open each individual case note to read the notes, or to run the "Case Notes" report on the Client Profile.
It would be very helpful to have a pop up window that displays the note details when you hover over the case note. This would be similar to the way Referral notes are set up; if you hover over the "comment" icon for the Referral on the history tab, a pop up window appears and displays…
24 votes -
Add Quick View "Hover" Functionality to CE Events
Events don’t appear in the History tab with the quick view "hover" functionality that services have. This functionality allows a user to save time when reviewing client history by hovering over the speech bubble icon to see the service note rather than clicking into each service one by one to review.
For users who now use the Events tab to track the bulk of their client work, this quick view functionality has been lost, and as a result, their work to review client history has inadvertently been made more time-consuming and challenging.
Given that Events behave similarly to Services in…
23 votes -
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 votesThis feature was released today. Read more in our April feature release article.
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New accounts - 24-hour sign-in deadline
Since we provide 24/7 services, many of our emergency shelter staff work inconsistent, relief, or weekend schedules. This makes the requirement that new staff log in within 24 hours of their account being made often impractical. This results in a ton of back-and-forth and frustrations. It would be very, very helpful to be able to create exceptions to this policy.
18 votesThank you for your feedback. A feature or update related to this item has been released.
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Request to add Sexual Orientation Data Element in OUTS-106 and OUTS-108 reports
Submitting on behalf of the customer. The customer is requesting to add a Sexual Orientation Data Element to OUTS-106 and OUTS-108 reports.
https://help.bitfocus.com/outs-106-client-demographics-report
16 votesHello,
Thank you for submitting this UserVoice Idea - this update has been implemented into the [OUTS-106(-AD)] Client Demographics [Program-Based] Report and the [OUTS-108(-AD)] CE Demographics Report. These updates will be released on Monday, October 7th!
Have a wonderful day!
Lauren Bianchi
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Add Foreign Countries to Geolocation
While geolocation was made available by way of the Outreach module, it could other valuable uses. Communities are experiencing crises related to migrant populations and the collection of geolocation data related to this can be very informative.
16 votes -
Audit Log for Referrals
Audit Log for Referrals
15 votesThank you for your feedback. A feature or update related to this item has been released.
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Service funding sources limited to program funding sources
Limit the funding dropdown on the service tab (under program enrollments) to list only the funding sources currently tied to the program. Currently, it lists all funding sources set up for the agency, which can lead to data quality issues if the user chooses a funding source that the program does not have. The list should be limited to the sources tied to the program in the setup.
15 votesThank you for your feedback. A feature or update related to this item has been released.
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ABILITY TO SORT/FILTER CLIENT/PROGRAM FILES
Many of our partner agencies are trying to eliminate the need for paper files. However, it can be difficult to find uploaded files. Please add the ability to filter/sort files by category and file name. Thank you.
14 votesReleased within the February 2026 feature update in the new Clarity interface
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Alphabetical Sorting of Programs on Eligibility Screen
When referring a client to a program via the Eligibility screen, the list of programs is currently sorted by Type ID, Agency ID, Program ID. Instead it makes more sense for these to be sorted by Type ID, then Agency NAME, and Program NAME. Since we are able to control the names for our programs, but not the ID number, this gives us control over the sorting which would be ideal.
13 votesReleased within the February 2026 feature update in the new Clarity interface
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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.
13 votesReleased within the February 2026 feature update in the new Clarity interface.
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Change Program Availability Setting Interface and/or Add Audit Log
To change the Program Availability (from "Full Availability", "Limited Availability", or "No Availability") the user just clicks on the name and the text color for the selected option is darker. We frequently have users accidentally changing the setting because there is not "save" feature to change the setting and they don't notice the subtle color change. If we can't get the screen changed, then it would be helpful to have an audit log on this screen so we can identify which users keep switching the setting by accident so we can educate them. Thanks!
11 votesReleased within the February 2026 feature update in the new Clarity interface
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