345 results found
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Direct Link to Client Profile from the Inventory Dashboard
It would be helpful to have a direct link to the client's profile from the display cards on the Inventory dashboard. This link would show for clients currently referred or occupying a unit.
5 votesThank you for your feedback. We are currently reviewing this request.
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Notifications for client enrollments expected to auto-exit due to inactivity
It would be helpful to have the ability to create notifications for client enrollments expected to auto-exit due to inactivity. The functionality could be similar to pending referral notifications, with flexibility to set a certain number of days prior to the auto-exit. This would give the assigned care team an opportunity to update the enrollment and prevent the auto-exit before it happens.
The additional type of notification would be helpful for Coordinated Entry.
3 votesThank you for your feedback. We are currently reviewing this request.
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Filtering Notes
End users would love the idea to filter through notes based on the note_categories field and quickly find the notes they need for their clients.
2 votesThank you for your feedback. We are currently reviewing this request.
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Improve Assessments Features within Program Enrollments in Clarity
Clarity is not currently meeting our CoC’s need to easily understand what’s due with Assessments and add as needed. There are several points of feedback we have about the Assessments tab within a Program Enrollment, to make it clearer for our end users. This is made more important by the Current Living Situation assessment now being required.
Current issues for our end users are:
· Current heading is “Status Assessments” which to them = Status Update Assessment
· “Assessment Due” is unclear- what kind of Assessment is due? Annual, Status Update, Current Living Situation? No way to click through. If…
10 votesThank you for your feedback. We are currently reviewing this request.
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Mobile device data field tooltips
Make tooltips text associated with data fields available on mobile devices. Currently, the tooltip text is only accessible on desktop devices.
9 votesThank you for your feedback. We are currently reviewing this request.
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Customize user screens
Similar to the way that System Administrators can add custom fields to a Program Set-up screen, it would be helpful to be able to add custom fields to other screen types, especially the user profile screens. This would allow tracking of things like date of training completion, or notes about a user like reasons for locking/inactivating an account, tracking security breaches, or marking roles like who is an agency administrator for billing new user accounts.
19 votesThank you for your feedback. We are currently reviewing this request.
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Units default to offline after exit
Customers have shared that they would prefer that units default to offline when a client is exited from a unit. They have concerns about units defaulting to available because it may need to be cleaned or may need maintenance before becoming available.
However, it may be beneficial for units to become available immediately for programs like shelters where beds turnover quickly.
The recommendation is to have a setting for each building indicating if for that building units should default to offline or available when clients are exited.
4 votesThank you for your feedback. We are currently reviewing this request.
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[Looker] More Folder Options in Looker
Request for some additional functionality in embedded Looker:
- Allow access to sub-sub folders in the main reports folder
- Change interface to an actual folder structure (collapse folders by default, allow expanding) instead of just displaying folder names as headers
- Allow access to sub folders in agency reports folders
- Allow users to view look descriptions and dashboard descriptions in embedded Looker. Right now I think they are available in standalone, but only in standalone."
18 votes -
Add auto placement for manual CE Events
There is currently no option to set up auto-placement for manual CE Events as we can for services. It would very helpful for end-user workflows if this could be implemented.
2 votesThank you for your feedback. We are currently reviewing this request.
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Ability to audit User views
There are oftentimes reasons for communities to audit records that Clarity Users have viewed, but currently, audit logs only track when edits are made.
It would be great if there were a method to audit views within Clarity client data, as well as report this information in the data analysis tool.
1 voteThank you for your feedback. We are currently reviewing this request.
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When moving an enrollment from one project/program to another due to a data entry error, any services, notes, files etc. does nto get moved
When moving an enrollment from one project/program to another due to a data entry error, any services, notes, files etc. do not follow or get moved to the correct enrollment which requires staff to delete the services, notes, files that might have been placed at the incorrect project/program and then re-enter all of those items. It would be helpful if the "move" tool moved all items related to the enrollment.
9 votesThank you for your feedback. We are currently reviewing this request.
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Audit log for users who have accessed a record
We would love a way to run an audit on users who have viewed a client record, even if they have not made any changes to it. Thanks!
3 votesThank you for your feedback. We are currently reviewing this request.
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auto exits: include notes as an active activity to retain clients active in program
Allow for the notes to be included as an eligible activity to retain clients in program even when the auto exit toggle is activated.
2 votesThank you for your feedback. We are currently reviewing this request.
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Updating the client forms to allow for further development and/or downloading form already in existence from the customer
Updating the client forms to allow for further development changes in font color, inclusion of custom logos, underline, font picklist, just like any other document that can be helpful and/or allow to download customers existing forms to update for the signature line or witness signature line, date, etc.
5 votesThank you for your feedback. We are currently reviewing this request.
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Reminder when creating new Funding Source Non Federal sources
Could there be some sort of tool tip or reminder on the Add Program screen that reminds us to go to the Field Editor to create the new funding source name? Or even better, allow us to add straight from the screen. Too many steps are involved when it comes to setting up new funding sources.
4 votesThank you for your feedback. We are currently reviewing this request.
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profile page
Allow for an available toggle to mark the client as deceased and not allow for further activity. There is no continuity on how deceased members of the community are being viewed in the system.
2 votesThank you for your feedback. We are currently reviewing this request.
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Zip Code Report using Client Location Zip code
I’m wondering if Bitfocus would consider offering a Clarity report that is based on the zip code(s) found on the Location tab?
Currently [JRSD-103] uses the Zip Code of Last Permanent Address field… which really is only used by VA programs. I believe this report was created some time ago… before the Location tab feature was implemented.
It would be nice to have parameters include the Address Type and Programs parameters.
Not requesting a custom report… just think this would be something universally useful.
1 voteThank you for your feedback. We are currently reviewing this request.
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Edit and Delete buttons too close
Idea from Riverside County customer: For many fields or screens in Clarity there are Edit (square box) and Delete (trash can) "buttons" that are very close together. This is typically not a problem when using a mouse, but when using a mobile device or laptop with touch pad, it can be very tricky to select one without accidentally selecting the other. If/when the UI is updated, please keep this in mind and make them farther apart or somehow easier to select.
2 votesThank you for your feedback. We are currently reviewing this request.
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ABILITY TO SORT/FILTER CLIENT/PROGRAM FILES
Many of our partner agencies are trying to eliminate the need for paper files. However, it can be difficult to find uploaded files. Please add the ability to filter/sort files by category and file name. Thank you.
3 votesThank you for your feedback. We are currently reviewing this request.
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Add a dropdown field to the Snooze option
For improved CE reporting, it would be helpful to have a way to breakdown the reasons a client has been temporarily removed from the queue to Snoozed. Options could include In Transitional Housing, Incarcerated, Hospitalized, In Substance Abuse Treatment program.
2 votesThank you for your feedback. We are currently reviewing this request.
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