500 results found
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Hosting of Custom Client Forms
There should be a way for custom forms to be uploaded to Clarity instead of building out a form within Clarity's "Client Forms" tool. The "Client Forms" tool is tool located at: Grid / Waffle --> Settings --> Client Forms.
We have created forms in-house that are far more robust than what we can build out through the Client Forms build tool. These are blank and fillable PDF files that we would like uploaded to Clarity for field staff to use instead of whatever is built out within Clarity.
Ideally, this custom Client Form, would open the same way by…
1 vote -
Allow for INVENTORY imports with DIT Data Import Tool
As INVENTORY becomes more widely implemented across communities, ability to import INVENTORY information for client records would be helpful.
1 vote -
Report request: client detailed report
If a client requests a copy of all their data in Clarity, CMs have to print at least nine of the client level reports and the program details report (followed by editing/filtering each of the spreadsheets to only the one client's data). This is an extreme amount of work for Case Managers - or system admins. We would like to request a report or dashboard that compiles all data for individual clients that is easily accessible.
The report would need to include:
profile screen
enrollment and exit screen
services and custom assessments with details
status and annual assessments with details…13 votes -
Allow help chat button to be draggable across the screen
Hello! Sorry this category doesn't fit - I wasn't able to find the correct one. When there is a family of four or more, the quick shortcut buttons in the lower right corner of the program can be blocked by the help chat button (shown here: https://i.imgur.com/MFVi9pS.png ). Would it be possible to make the chat button something we can drag and drop elsewhere, or possibly move it to another space, so that this doesn't interfere?
Either way, thank you so much for all that you do!
1 vote -
Adding Client Files to Goals
My team and I love the functionality of goals! However, we found that it was limited to services, status update assessments, and time. We would love to see this expand into client files.
Ex: Goal of obtaining a driver's license or State ID can be met when a CM uploads "Personal Identification: Driver's License or State ID Card" into Client Files.
1 vote -
Make Current Living Situation visible in Client History
We would like to please request that the Current Living Situation (CLS) assessment be included in the Client history tab (or even better all of the HUD required assessments). This information is accessed often, so it would benefit many teams in our community if t is more accessible.
1 vote -
Remove Row Number Limit
Our agency is conducting more comprehensive data analytics projects. However, the 5000-row limit makes it extremely slow for our data team to pull data at finer levels of details, such as service notes over the past year. Is there any way we can increase or remove this limit?
3 votes -
Allowing for Household Member Toggle in Referrals
It would be nice if it could be an option to allow for toggling household members in a referral the way you can in a service or program enrollment.
Our staff has really struggled with the idea that only HoH needs to have the referral sent to the queue. This means that on other household member(s) profile(s) it does not show them as "Client has an active entry on the
Community Queue". This has resulted in duplicate referrals being added for the same household.It would solve confusion if you could toggle on individuals included in the referral so the…
1 vote -
Prevent uploads of "Client Files" to "Client Forms" section
User Story:
As a case worker in a CoC agency, I want to upload client documents and files so that they'll be visible to the care team wherever they're needed in Clarity.
Priority: Level 2.5 (Impacts entire community; a system/process allows us to accomplish our goals but it is time-consuming and burdensome)
Description & Rationale:
Clarity has two sections under a client's Files tab (https://oahu.clarityhs.com/clients/{{clientID}}/file)—Client Files and Client Forms—and as currently implemented they are terribly confusing for end users. The platform affords no way for admins to prevent the mistakes that the UI design leads to, which are costly…
11 votes -
Care Team User or Program Setting (Not assign staff)
Some staff are data entry staff and automatically get assigned as a care team member. I would be great to toggle this OFF so that community members don't attempt to contact data entry staff for care coordination. This is especially true for NBN shelters, as they don't tend to assign case management at the point of enrollment. So, either toggle off at user level if they are data entry only OR toggle off at program if the care team doesn't mean the same thing for a particular program.
2 votes -
Assign more than one case manager / allow Care Teams to get all notifications
We have a lot of different folks on care teams in order to get people housed. Adding people to a care team in Clarity does not mean they will receive notifications about the client's referral and housing status. It would greatly improve coordination of care if people on the care team actually received all notifications regarding the client. That, and /or the option to add more than one Case Manager or Navigator (either by additional field, or changing that field type to a multi-select, or both) so that providers working with clients are kept informed.
26 votesThank you for your feedback. We are currently reviewing this request.
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exit
An agency would like the ability to auto exit clients at 100 and 300 days. Currently, implementations can not specify the days; please allow the ability to edit the picklist for the number of days for auto exit threshold.
1 vote -
Staff Screen: Audit Log Section
From the lens of a agency/program manager or System Administrator, it could be extremely useful to have an additional section on a user's staff screen (https://instance name.clarityhs.com/manage/staff/edit/user ID) that contains an Audit Log record (potentially below User Policy).
I envision this:
- As being a section that highlights activities to a certain page/row limit but is also downloadable to a csv (potentially with a selectable date range)
- Being tied to an access role
- Being utilized for general audits for security and activity review
- Including general staff activity, report runs (with parameters), recent client searches, etc.Currently,…
1 vote -
Add filter and sort capability to Client Search result list
Often Client Search results are several pages long. It would be helpful to be able to filter Client Search results by location (city, SPA), age or age range, DOB, gender, race, program enrollment status, SSN or last 4 of SSN, etc. It would also be helpful to be able to sort results by the "late updated" date.
2 votes -
Embed Looker Dashboard on Public Website
Similar to the way users can embed individual Looks on a public-facing website, a customer would like to embed Looker Dashboards on public-facing websites.
6 votes -
automatic emails to HMIS Admins 30 days prior to funding ending
It'd be great if the system could/would send automatic emails when a funding source is set to expire and there will be no active funding source for a project.
2 votes -
4 votes
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An Access Role where the user can create new client records and edit them, but only have Read-Only access to all other clients
When training new HMIS users, we want them to practice creating new client records and editing the data in those records they have created. We also want them to be able to search for and read through other client records that others have created.
However, we DO NOT want them to be able to alter client records made by others. We have found that in the course of their training, trainees sometimes make accidental or uninformed changes to other client records. This results in the altered client record being partially inaccurate, inconsistent, and/or confusing. It takes us countless hours to…
1 vote -
Record Partial SSN
With the updated FY2024 Data Dictionary, HUD now allows and prefers tracking of partial SSN, exactly the last 4 digits. However, currently in Clarity, to record these 4 digits you have to put 0's in the other fields which makes it look like a complete but bad SSN. Clarity should allow for the tracking of partial SSN without filling out the other fields.
9 votes -
Organize Assessment history by type of assessment
Hello! Hope everything is going well. Our staff migrated to Clarity from ETO, and one feature that ETO has that Clarity doesn't is the ability to organize the Assessment history (known as Touchpoints to their system). Instead of providing them all in one list, it sorts them by the Assessment type, making it easier to find the specific one you're trying to view, edit, or delete. This would be a great way to not only help existing Clarity users but also help Clarity compete with other databases for those who could be moved to our side.
You can see a…
2 votes
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