49 results found
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Create a case management plan and allow the ability to sign and print
We need a case management plan (it could be a custom assessment) that has the ability to individually print so that we can provide it to the client. Preferably they could also sign it. Unfortunately the custom forms does not provide as many features as the custom assessments or that could be a good solution.
3 votesThank you for your feedback. We are currently reviewing this request.
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Service Categories
I would love the idea to be able to edit service categories, similar to how we can edit note categories in the system.
2 votesThank you for your feedback. We are currently reviewing this request.
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Option in access roles that restricts edit access to possibly just your own work (or option to label staff completing in assessment history)
Right now, assessments cannot be locked by access roles in such a way that someone can edit their own work but not others; it's currently set as either they can edit everyone in the agency, any agency, or not at all. We have some situations where it's helpful to allow our staff to revise things, but revising someone else's work (even accidentally) can cause issues. This, compiled with the issue where assessments can't quickly display who wrote them originally, leaves a lot of margin of error where colleagues could edit someone else's work either by mistake or (in grave scenarios)…
2 votesThank you for your feedback. We are currently reviewing this request.
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copy services across agencies/ ability to copy service taxonomy
It would save a lot of time to have a service template that allows us to apply a uniform set of services to multiple agencies rather than recreating them under each agency management screen. Also, when creating a service taxonomy, we cannot copy one that is already established and make minor tweaks like we can with screens.
4 votesThank you for your feedback. We are currently reviewing this request.
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Improved Document Management/Files in Clarity - Search and Group Functionality
Improved document management. We are moving towards being fully paperless which means uploading multiple PDF files to a client's enrollment. However, the existing system doesn't allow for searching or grouping files by file type.
2 votesThank you for your feedback. We are currently reviewing this request.
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Limiting Assessments
We have an assessment that chronicles the housing status of our clients. We would like there to only be ONE assessment so users are redirected to updating the existing one.
Can you add a toggle that would block any additional assessments from being completed if the client's account already has one?
14 votesThank you for your feedback. We are currently reviewing this request.
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Multiple Attendance Services to report like other service Delivery Types
Currently, service items with multiple attendance Delivery Type do not report the same as service items with other Delivery Types (Long Term, Single Event, and Daily Attendance). All service data should be stored and reported in the same manner.
See the note within [GNRL-104] Service Summary report article as an example, "Note: For the purposes of this report, multiple attendance services are limited to a count of 1 per day in the # of Services column."
5 votesThank you for your feedback. We are currently reviewing this request.
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search for client by phone number
It would be really great if we were able to search by participant phone number. I get a lot of calls where I can't fully decipher the name they give me on the voicemail message but they leave a phone number. I can sometimes call them back and figure it out of course, but it's really helpful to be able to find their name for folks whose phones don't work/turned off, etc. This makes it much easier to follow up with their housing.
7 votesThank you for your feedback. We are currently reviewing this request.
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Copy Fields the way you can copy Screens
Hello! In my organization, our Client Profile page has Fields we'd use multiple times in the same screen - reporting-wise they're different fields but essentially the same long picklist. For example, we have a dropdown of multiple languages for Primary Language, but that same list for Secondary Language. In cases like this, where the same or similar field would need to be in the same Screen, could we have a copy feature the same way we do for copying an entire Screen?
1 voteThank you for your feedback. We are currently reviewing this request.
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Delete Fake Entry
Hello! I currently use Efforts to Outcomes (ETO), a rival database provider for nonprofits, but am in transition to Clarity. One feature that ETO users rely on that you could implement in Clarity to be more competitive with ETO would be their Delete Fakes feature. In short, staff in various providers will use the client last name Fake to identify a client that is fictional for training, testing, or other QA purposes (this makes it easier to filter out fake clients automatically as well). When it comes time for monthly or quarterly reporting, there is a feature where an Administrator…
1 voteThank 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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HUD/Federal Parter Services and Referrals pull into a Copy of Templates
Services and Referrals that are on the templates the are already in the system should pull over into a copy of the template. This will ensure that all the correct Services and Referrals are on the template copy. Having to recreate these services and referrals take time away from the other work we already need to be doing.
2 votesThank you for your feedback. We are currently reviewing this request.
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sys admin added features
Allow System Admins to link Agency based assessments and services to specific programs
2 votesThank you for your feedback. We are currently reviewing this request.
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The Calendar needs to be more functional
We have received feedback from CoC partner agencies about using the calendar:
"When scheduling appointments, first the report of appointments has to be run to see if there's any conflicting appointments.
It takes FOREVER (feels like it) for a report to be run. Then you have to go put in the appointment after the report shows up.
Then you have to rerun the report to make sure the appointment you scheduled is on the guests schedule and wait for FOREVER again....
If there's anyway we could have a quicker way to access each guest's schedule that would be great.
It…
3 votesThank you for your feedback. We are currently reviewing this request.
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Allow Custom Services to be Deleted with the DIT
If System Admins can upload Custom Services through the XML DIT, they should also be able to delete Custom Services. Our organization recently integrated a new agency into HMIS with a large quantity of custom services, but one of those services is misleading and should be removed from the system. We have no way to do this because "custom services are not supported for deletion using the DIT, only HUD-defined services".
4 votesThank you for your feedback. We are currently reviewing this request.
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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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Toggle Services
When we go in to enter services for a CORE Mobile Outreach client, we would like a drop down menu that we can use to toggle services after entering the service dates and vendors. At the moment, we have to enter each individual service one by one, which is extremely repetitive and time consuming.
Example
Service start date: 1/1/2021 Service end date: 1/1/2021
Vendor: Team AServices
Toggle slide Emergency supplies
Toggle slide Animal services
Toggle slide DMVReferrals
Toggle slide Concord Care Center
Toggle slide Warming centerLinkages
Toggle slide HCH Mobile ClinicSave
7 votesThank you for your feedback. We are currently reviewing this request.
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Ability to Link a File to a Service
It would be useful to be able to link files to specific services. For example when we enter a Rapid Rehousing financial service I'd like to be able to link the associated file back up to that specific service.
4 votesThank you for your feedback. We are currently reviewing this request.
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Link Reservations to Inventory
Link the reservation features with the new Inventory platform. These two functionalities should be closely integrated so that providers can reserve clients to specific rooms/slots/beds, mark attendance, and allow for reporting on how clients are tied to programs and funding sources in the Inventory setup.
5 votesThank you for your feedback. We are currently reviewing this request.
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Assign multiple people to a single room (to allow for tracking household members or partners).
Allow for the assignment of multiple clients per slot to facilitate household data collection. Currently, only one person can be assigned to a reservation, and this makes households difficult to pull data for. It would be much more streamlined if providers could assign multiple clients to a single room and have that reflected on the slot view as well as when pulling reports/Looks.
5 votesThank you for your feedback. We are currently reviewing this request.
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