While Outreach itself is mobile-friendly, the rest of Clarity is less so, leaving outreach workers with a mixed Clarity experience when collecting client data.

This includes client search, assessments, program enrollments, services, current living situation, etc.

It would be great if the cascading on an entry screen would default to NOT include the Date of Engagement. We've seen many enrollment records with dates of engagements that are < the program start date because of cascading, followed by not reviewing data on the new screen before submitting.

Thank you for considering this change.

When Direct Expenses are enabled for a Funding Source, it would be very helpful to add a feature that limits any Service Expenses to be charged in excess of the Fund Amount -ie, Direct Expenses cannot exceed Fund Amount; Total Available > 0. This feature could be added under "Eligibility" or it could be a flag that pops up when a user tries to add a new Service Item. Thanks.

Hello Bitfocus,

Clarity's "Are you still there?" dialog box interferes with my work and causes mistakes, as it often pops up in the middle of my typing. Could you please enhance the Clarity user interface to check for recent user activity (such as keyboard typing, mouse-clicking, tapping, etc) before deciding to display that dialog box?

Thanks for your consideration.

Kevin

I often times need to run the same report for all of our agencies. However, I am only able to schedule the report for 1 agency, when I attempt to schedule this for more then 1 it will override the previous agencies scheduled report.

Medicaid eligibility is significant. Massachusetts Medicaid supports mental health services.

When we know that a client is Medicaid eligible, we can be confident that they will have a service package available. It would be a tremendous help to the case manager / CE staff or Sys Navigators to know this.

Medicaid in Mass has an ANSI standard electronic data interchange(EDI) that allows eligibility to be checked using a WSDL or SOAP style connection. It would be great to have an integration with Clarity for eligibility to be displayed in the system.

It would be great to have a program setting where if it is turned ON, a new enrollment can only be made if there is an active referral to the program. We are having the problem where case managers are "jumping the gun" and enrolling a client into a housing program before the referral record is entered in HMIS and then have to "back link" the enrollment to a referral with date problems.

More flexibility with sharing set up. Sharing should be on a project level, not an agency level.
Should also be able to pick what agencies and programs can see a client file per what the client would like. Right now the sharing is extremely restricting and causes issue with programs like RHY, who are not allowed to share clients that are 17 and under. If an agency has RHY, CoC and ESG funding this makes set up difficult and can cause users to make major errors and share files they should not be sharing.

I have a suggestion for the '[GNRL-106] Program Roster' report.

It would be extremely helpful if there were a filter added to the report that allowed you to either run the roster for either all clients (as it current runs in our CoC), or to ONLY display assigned heads of household within the program. This would really help several of my programs utilize the report in the way they need to without having to manually remove dependents.

It would be helpful to be able to search within Clarity for an Agency or Program by its ID. This would have been particularly helpful while addressing LSA flags.

We would like to please request that the project name be included in Referral Notification emails. When receiving a referral notification, users who have multiple agency access switch from agency to agency until they can open the referral without an “access denied” warning.

Combine the process of providing services and recording a current living situation (CLS). Ideally, when providing a service in an outreach program, an additional section on the service would prompt to fill out a CLS assessment. The goal is to make sure that CLS is recorded each time a service is given, and is done on the same page and through the same process to save staff time. The standard CLS process should also be available in case an outreach worker contacts a client without providing a service.

Right now, only system administrators can manage user accounts: to reset passwords, lock, or inactivate. These should be access role rights available in the Manager group.

We have the ability to copy the configuration of our Live Clarity production instance to our training instance as a single one-off task. It would be great to automate that task so that it is done automatically on a regular schedule.

Our agency needs certain alerts to never expire until they are marked resolved. We use these alerts for safety concerns so it is critical that they come up when a client record is found by search or scan, until they are resolved. Currently, expiration date cannot be left blank. We propose that a checkbox/switch be added for "indefinite" that hides the expiration date (this could be an option at the agency level). Then when the alert is resolved, it can be edited to expire.

Allow for assigned delete rights for ROI's, in access roles, not just system admins. Or maybe, allow for choice of ROI when merging clients, who both have active ROI's.

Bronze medal solution: Client Search parses Middle Name field too
Gold medal solution: Create a setting to allow us to select which fields (including custom fields) that are searched by Client Search. That way we could set it to search through a custom field like Maiden Name.

When a Clarity user leaves and agency, there should be a way to switch all clients on that user's caseload en masse and change them to another assigned staff member, rather than having to go to each client's program page individually.