2 results found
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For Direct Referrals, add ability to filter by program
Currently, when you go to the "Referrals" tab from the client profile (to make a "Direct Referral"), you can filter by agency or program category to find the desired program. Users often have to wade through multiple pages of programs using either of these filter options (especially when they are making a referral to a program under a larger agency). It would be great if users could filter or search directly for a specific Program (e.g., add an optional sub-filter if they first choose to filter by agency, or add a search bar similar to the client search bar).
6 votesUpdate included within the new Clarity interface November 2025 feature release.
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Add ability to filter pending referrals by Program
The "Pending" tab of the "Referrals" page in Clarity shows all the pending referrals for the agency. For our larger agencies, this can be a very long list that requires providers to click through multiple pages. There is the existing option to sort by program name, but they still have to click through multiple pages if the program they work with is later in the alphabet. It would be great if there was a way to filter for a specific program.
6 votesUpdate included within the new Clarity interface November 2025 feature release.
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