474 results found
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Service Taxonomy Manager
Setting up a new Service Taxonomy is relatively easy, but applying a Service Taxonomy to Service Items is not. There can be thousands of Service Items within a Clarity instance to which Admins might need to apply just one taxonomy code. A tool that allows admins to search for Service Items and apply taxonomy codes would remove a significant barrier to the usage of Service Taxonomies.
2 votesThank you for your feedback. We are currently reviewing this request.
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Report Library Search
It would be very helpful to have a search tool for the library. Some features:
Search all folders
Search by part of title or report number
Prompt suggested matches
Nice to have:
- Option to designate which folder to search in... i.e. Admin Reports only
2 votesThank you for your feedback. We are currently reviewing this request.
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Custom "Files Screen"
As an alternative to capturing everything through data collection in Clarity, better document management features could help meet customers' needs.
A “Files Screen” for each uploaded document with meta-data and/or custom fields so there could be more robust reporting on collected documents could be really helpful with case management.
For example, when a client's drivers license has been scanned and uploaded, there could be a custom "DL Expiration" field associated with that upload.
Since a valid DL is almost always required in order to sign a lease or to obtain employment. we could be on the lookout for expiring DL's…
4 votesThank you for your feedback. We are currently reviewing this request.
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Replace individual screens with multi-form workflows
Change the Screen and Assessment features to support workflows that combine multiple pages along with conditional skip logic.
4 votesThank you for your feedback. We are currently reviewing this request.
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Allow Screen/Program Copying from One Instance to Another (e.g. training site to live site)
Customers are often need to create complicated Clarity screens, programs and services (assessments and/or program enrollment, update, exit screens). Because of the difficulty involved, admins like to build a first draft on a training site to make sure the new elements work the way they hope.
Could there be feature that allows customers to copy these complicated screens, programs, and services from one instance to another, like a training site to a live site?
2 votesThank you for your feedback. We are currently reviewing this request.
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[PRIVACY/SECURITY] Consent Refused Toggle: Make Available for Shared Records (between Agencies)
At this time the toggle is only able to be used for new records or where records are only used by one agency. A customer has requested to be able to use the toggle on shared records because at times multiple agencies share the use of de-ID'd profiles (ie coordinated entry). Proposed enhancement to allow the toggle to be used with shared records and give the option to automatically send a clarity mail notice or e-mail notification to those listed as an agency contact stating that their client has been de-identified, contact sys admin for details.
2 votesThank you for your feedback. We are currently reviewing this request.
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Add 'Private' Option to Program and Service Set Up Pages
A customer has requested a feature enhancement in which there can be a 'Make Program Private' toggle on the Program Set Up page in order to lock individual programs down to an agency in which only those agency users would be able view the programs history on the client profile. (similar to the 'Make Program Private' functionality within individual enrollment when editing a 'Case Manager' assignment).
In addition, I feel as though if we had a 'Make Program Private' toggle, we should also incorporate a 'Make Service Private' toggle on the Service Set Up page as there are frequently services…
2 votesThank you for your feedback. We are currently reviewing this request.
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1 vote
Thank you for your feedback. We are currently reviewing this request.
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Add Additional Complex Logic to Assessment Processor Configuration
From Customer:
"Our goal is to create a parallel processor for Vi-SPDAT 1s and 2s to translate the scores, however we would need to add some more complex logic, such as:
If the sum of (categorical field values) > 4 THEN 1 ELSE 0 , and I imagine that the custom formula is translating these categorical fields into numeric so that they may be summed, or creating complex.
1 voteThank you for your feedback. We are currently reviewing this request.
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Add mapping of UserID in DIT
Similar to the way that we can map Program IDs or Service IDs when importing a file with the DIT, it would be helpful to be able to map User IDs so that the user who created a client or enrollment record in another database can be tracked in Clarity by linking to existing Clarity user IDs. Then the user can be associated with the Clarity enrollment rather than the file importer or "Admin" when using the DIT API.
0 votes -
Add Live Marker for Agency ID
Similar to the Live Marker for Program ID (programidentifiermarker), it would be helpful to have a Live Marker for Agency ID.
0 votes -
Program Type Picklist Update
Suggestion to add 'Select' to the picklist for the Program Type (ref_category) field. The response to the field currently defaults to Emergency Shelter - Entry Exit. Users creating new programs may overlook the field when setting up a program and mistakenly create the program as an Emergency Shelter (Entry Exit) then have to go back to the setup page and change the response option to the correct response.
0 votes -
[HOUSEHOLDS] Enhancement
Please make following changes:
Make HOH asterisk to different color, that will be more visibleBe able to search by HOH IDAdd Houdehold ID next to “Household Members”Add Unique Identifier next to the client
0 votesThank you for your feedback. We are currently reviewing this request.
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[END USER ACCOUNTS] Add CoC Attribute to User Setup
Feature Enhancement - Customer is requesting CoC assignment switching to be added to user setup. Customer would like to be able to produce client lists based on staff CoC. Customer has programs setup in CoCs that are not the same as Agency CoC
0 votesThank you for your feedback. We are currently reviewing this request.
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