711 results found
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Customer Portal: AI support chat option
It would be useful to provide an AI support chat option within the Customer Portal. This could be used to support users who need assistance or instructions on how to use specific Portal features. This could also potentially use the configured community Resources and Community Info articles to guide users towards resources that may be available to help meet their needs.
2 votes -
Customer Portal Resource Directory: navigation/directions/transit overlay
In the Customer Portal Resource Directory, it would be useful for users to be able to get directions and navigate to a resource from their current location.
It would also be useful to have map overlays, like public transportation routes, so users can identify resources that they can reach more easily.
2 votes -
Create display constraint based on program (program name or program identifier)
Rather than making two versions of an assessment where one program has extra questions, could we make something where we make a display constraint on specific questions, such that if a client is in a specific program then questions populate, but hide otherwise? Thank you!
4 votes -
The edit and delete button Mistake
Since the Edit and Delete buttons are sitting right next to each other, it’s a little too easy to click the wrong one… which I have just successfully demonstrated. I accidentally deleted a user.
If there were a recovery or “undo” option on that screen, it would make fixing this kind of slip much easier. Otherwise, the only solution is to recreate the user’s profile and then enjoy a generous serving of humble pie while explaining what happened and asking them to reset their password.
2 votes -
Screens: Client Assessment Score Refresh/Re-Save setting
What: Adds admin option to refresh or save prior saved client screens.
Why: Whenever screens are updated, the user has to manually save the screen for those new updates to take effect. This is especially true for assessments were scores become "stale" whenever changes to the assessment/assessment processor are made.
How: For each screen add option to "Refresh/Re-save" (Yes/No). If yes, then allow for additional criteria such as on or after this date for "Date assessments Added" or "Assessment Date."
Logic: If change is due to new field, add warning that the "New changes made to assessment questions - Please…
4 votes -
Inactivate Participants on Profile Screen
Using the Trash Can on the Client Search screen to inactivate a participant is cumbersome in that you have to have "Auto Suggest" turned off for the user searching for them and it's harder to verify it is the correct participant from this screen.
It would be helpful if the "Trash Can" for the client was also on the Client Profile screen visible to users with the correct right. I recommend it still have the confirmation screen before inactivating the client.
This change in the process would make it easier for users to inactivate participants and ensure the correct participant…
1 vote -
When configuring, could we have an option to toggle History categories on and off for search options?
Hello! Could we have a feature in configuration where we can toggle on or off certain filters in the History section? We don't use every feature that is filterable, and sometimes this can lead to misclicks when people use the History feature. Thank you!
1 vote -
New user interface: display created by, created on, updated by, updated on in the same order in both program/global
Hello! In the new user interface, I super appreciate that you can see Created On, Created By, Updated On, and Updated By as separate categories. Could we please re-arrange them so that, regardless of whether looking at the global assessment level or program assessment level, they appear in the same order? Right now they are both in different orders and require a different number of clicks to access (some require the drop down). Thank you!
1 vote -
Show client unique identifiers on Caseload page (both current and future user interface)
Hello! Often staff will tell me this would save them a few clicks, as they may go to the Caseload page to quickly receive a list of their assigned clients and their respective UIs. Could we help them skip a step by populating this on this page? Thank you!
1 vote -
Pentaho Reports in New User Interface- Link to Report Article
When Pentaho Reports are accessible in the New User Interface, please ensure that it is clear that there is a link to the report's associated Help Desk article. In the current interface, the link does not stand out in any way, and people often don't realize it exists.
2 votes -
Auto Exit from Street Outreach Program
It would be fabulous if we could set up Street Outreach programs to auto-exit clients when they enter Emergency Shelter, or obtain housing (enrolled in Perm Housing program or move-in date entered) similar to CE. Often we have agencies that conduct street outreach and they are not the same agency that provides temporary or permanent housing.
Allowing clients on the street to be auto exited from the SO program with the date and location of either temp or perm housing would enhance data quality for communities.2 votes -
Enter clients into units directly from inventory system
It would be really efficient if we could go to a specific unit in the Inventory page and enter/exit clients from there, rather than clicking on client, program, unit, add unit/bed.
Could this be done?
5 votes -
Under the Program History tab, would it be possible to add a "Move-in-date" between the Start Date and End Date.
Under the Program History tab, can we add Move-in-Date between a program's Start Date and End Date. Programs without a Housing Move-In Date would remain blank while Programs like PSH that have one would be whatever is in that Program’s field. This will help audit move-in-dates at a glance.
2 votes -
DIT: Matched Client Summary
After the file has been validated and prior to file being imported, add Match count section to "Data Analysis" that will display the matching type, Regular, Full, No, and then provide the count of clients that were matched and those who were not matched based on matching type...For example, matching type = No would show "0 matched" and "0 not matched" and # client profiles created, which should match the "Data Analysis" # Client Record(s)
2 votes -
Remove File Predefined Name "Other"
We are trying to make our program intake process "paperless", by having staff scan and upload files to the client's enrollment. We want to be able to run a report and verify that all the necessary paperwork has been uploaded. With "Other" so easy to use, it does not work.
Every file category has a file name which is always available, "Other". It allows staff to enter their own file name. It cannot be removed; it is part of every category as soon as you create it. "Other" is too easy to use. We have literally thousands of "other" files.…
1 vote -
View and search a list of program enrollments
I need to be able to search a list of my program's active enrollments. Especially with common names, dozens of names will appear, most of them not even enrolled in my program. Birthdate and ID number appear as well, but the guest isn't always there to ask. It would be much easier to search only people enrolled in my program. It would also be useful if the list could be sorted by various criteria.
1 vote -
filters and search within services
We have agencies with tons of services.
Scrolling through the services box is inefficient.
It'd be nice if we could filter via regex or at least search.
IE, if I want to select all services that have [Program1] in the name
I can add a filter where text must include "[Program1]"
And it'll be as if I clicked [Program1] Service 1, [Program1] Service 2, [Program1] Service 3
Of course, adding multiple filters to a single query is always helpful.
3 votes -
privacy project vs privacy agency
Would it be beneficial to set the privacy at a project level rather than the agency level?
3 votes -
Current Unit Description Character Limit
Currently, the unit description textbox related to Clarity Inventory is 255. This is too short for many providers and should be higher.
6 votes -
Customer Portal: show banner on Messages screen
Communities have requested the ability to add a disclaimer or banner at the top of Messages in the Portal, letting users know that in cases of emergency, they should reach out to 911, and not attempt to contact their care team via the Portal. This could potentially be a standard banner or customizable by community.
1 vote
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