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Clarity Human Services

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Clarity Human Services

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  1. Currently, the INVENTORY dashboard can be shared by Agency, Coordinated Entry Group, or at the System level. For a statewide instance of Clarity, each CoC operates as a separate system. For this reason, it would be beneficial if the INVENTORY dashboard shared shared by CoC instead of systemwide. This way units made in one CoC are not visible to the entire instance when the sharing setting is set to System.

    This was an idea brought forward during discussions with Washington Commerce and King County.

    4 votes

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    0 comments  ·  Inventory  ·  Admin →
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  2. Our CES utilizes a special request for prioritization process where the end user is granted permissions to submit a Google Form. Ideally, this would be built into Clarity so the end user would receive a notification that there is a special request form for them to complete within x number of days. This would be a custom form only available to that user for a limited time.

    5 votes

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    0 comments  ·  CE Events  ·  Admin →
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  3. When referring a client to a program via the Eligibility screen, the list of programs is currently sorted by Type ID, Agency ID, Program ID. Instead it makes more sense for these to be sorted by Type ID, then Agency NAME, and Program NAME. Since we are able to control the names for our programs, but not the ID number, this gives us control over the sorting which would be ideal.

    11 votes

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    1 comment  ·  Referrals  ·  Admin →
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  4. There should be a bulk delete option for services attached to programs. Some clients have over 100 services attached and it is a pain to delete them one by one in order to delete the program from the system.

    4 votes

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    0 comments  ·  Services  ·  Admin →
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  5. When creating an inventory record for a program and selecting 'Households with only children' for the 'Household Type', the toggle for 'Youth-Veterans' should not appear. Because the inventory is for persons who are 17 years of age or younger and veterans must be at least 18 years old, it is not possible for a project serving 'Households with only children' to have beds dedicated to youth veterans.

    2 votes

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    0 comments  ·  Inventory  ·  Admin →
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  6. Previously, when our users signed or re-signed their user agreement, the user's first and last name would show and the user would sign, date and save it.

    We just had an issue where one of our users needed to re-sign/update their agreement and instead of showing her first and last name on the agreement, it showed one of her clients first and last name she was last working on in HMIS.

    We had the expression {$CLIENTFULLNAME} on the User Policy Enforcement section to bring in the name of the user who was signing, but according to the Bitfocus…

    2 votes

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  7. Providers are entering CE assessments under closed CE enrollments, referring those assessments to the CQ, then wondering why their clients are not coming up for CES referrals. There's no error message or alert to keep people from entering CE assessments under a closed enrollment. Can there be?

    2 votes

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    0 comments  ·  Referrals  ·  Admin →
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  8. Allow raw custom field codes to be visible in looker, and control this through a toggle on the custom fields screen in Looker called "Show raw field in looker". If the toggle is activated, the raw field for the custom dimension will be shown in the looker custom dimensions view.

    1 vote

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  9. It would be helpful to be able to select "tags" for a case note. So the worker can pull up notes and find the ones that are tagged for a specific item. Example, they could put in a case note about meeting with a probation officer, and then before the next meeting, pull up all of the notes that are tagged "Probation", or something like that.

    1 vote

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    0 comments  ·  Services  ·  Admin →
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  10. The labels/markers (Housed, Sheltered & Deceased) should be included in the Outreach model in looker so that sorting can be done with these labels. Users have expressed a desire to see how many clients associated with outreach have the housed label assigned to them.

    4 votes

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    0 comments  ·  Outreach  ·  Admin →
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  11. Allow for an automatic current living situation to be entered in a client's program enrollment when they are added to the outreach map or when they move to a new location on the map.

    3 votes

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    1 comment  ·  Outreach  ·  Admin →
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  12. Instead of only turning on IP whitelisting and MFA at the system level, it should also be able to be turned on/off at the Agency level so only some agencies are affected. This will add more flexibility to security policies.

    3 votes

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  13. As a System Administrator, I would like to have the ability to restore deleted user accounts. So that I may recover the account myself and not have to submit a help desk ticket to fix the issue for me.

    4 votes

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    1 comment  ·  Admin →
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  14. When users add a client geolocation, the Modify Location window appears allowing them to add the client's location address. It would be nice to be able to add the location date right there. Otherwise, if a client is back-dating (which happens a lot on outreach), they have to wait for it to save, then re-open that specific location and edit the date. Thank you for considering!

    2 votes

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    0 comments  ·  Outreach  ·  Admin →
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  15. It would be helpful to be able to display characteristics such as Veteran status, health plan name, and other details on the clients profile screen. Our users would benefit from having a snapshot of these details on the profile screen.

    2 votes

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  16. Our agency has a lot of repeat services and staff members have requested having a feature where they could enter in multiple services easily (like a dropdown or quantity number), rather than clicking submit repeatedly to add them.

    7 votes

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    0 comments  ·  Services  ·  Admin →
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  17. We are fielding requests for the Duplicate Clients report to run based on program. Our users have historically sent us lists of clients that needed to be merged; they want to check within their own programs rather than across a whole agency.

    1 vote

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  18. If you select "no" permission for an ROI, it doesn't allow you to upload documentation. It would be just as beneficial to be able to add documentation of the client saying "no" as it is for "yes". We have to upload into client files, and it would be cleaner to be able to upload right there on the ROI page.

    1 vote

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  19. When you import data using the DIT it should not remove the old assigned staff person and replace it with the person doing the import. It completely wipes out all evidence of who the assigned staff was before and makes it to seem like the person who did the import created the enrollment.

    1 vote

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  20. When staff are manually deactivated, it would be great if the system automatically generated a report with the staff person's client list. You cannot run the canned report for the client list if the staff is deactivated. And sometimes clients are not re-assigned after staff turnover.

    1 vote

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    0 comments  ·  Admin →
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