When a Clarity user leaves
When a Clarity user leaves and agency, there should be a way to switch all clients on that user's caseload en masse and change them to another assigned staff member, rather than having to go to each client's program page individually.
Elisa Rawlinson
shared this idea
Thank you for your feedback. We are currently reviewing this request.
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Marianne Colangelo
commented
Hi -- I know this suggestion is quite old and also listed as under review, but in the event that it is no longer on anyone's radar in 2026, I wanted to provide current feedback in support of it.
Since this remains an issue that occurs regularly due to case management staff turnover, we were hoping that the clarity.csv might help us to update this field via the DIT, given that it has a column for user ID. We inquired with our account manager and she confirmed that this is currently not an option.
We continue to seek a solution to this problem, as front end users expect that there should be an alternative to manual data entry to update the assigned staff. I personally don't think it's a huge problem to update manually, but we continue to get pushback from different users in our community. Thanks for considering this additional feedback, 5 years later!
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Connor Foley
commented
This would be extremely helpful for us too!
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Elisa Rawlinson
commented
When a case manager leaves an agency or caseload is moved to a different case manager, the current workflow is for a manager or Admin to manually go through each client record in the caseload and switch to a new case manager. It would be helpful to be able to bulk switch an entire caseload from one case manager to another.
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Javi Pinedo
commented
It would be great if during turnover of HMIS clarity users, that there be a report an agency could run, to change the caseload of one staff member to another in a bulk form versus going to each profile and individually switching staff.