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Clarity Human Services

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Clarity Human Services

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  1. It can be inconvenient to need to move to a different tab when adding client data. Some tabs, like Contact for instance, might fit under the profile, but having it as a separate tab leaves it in a view that many users rarely look at to see if it's populated.

    Another suggestion was to incorporate all family members in a single view that incorporates all of
    their demographic details.

    3 votes

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    1 comment  ·  Admin →
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  2. For security, it would be great to have the ability to either hide the names in Recent Clients list or to show their searchable ID's instead of names. This would be helpful when working in an open office environment and you want to access the client search screen.

    3 votes

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    0 comments  ·  Sharing  ·  Admin →
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  3. 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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  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. 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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  8. 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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  9. 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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  10. 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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  11. 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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  12. Users have expressed a desire to have a Private Toggle on the Location tab, and/or within individual client locations, so that when a client does not want to share that information with others, it can be hidden, but still visible to the entering agency.

    2 votes

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    0 comments  ·  Sharing  ·  Admin →
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  13. 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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  14. 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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  15. 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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  16. 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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  17. 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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  18. A report with a listing of the report names that are toggle on per agency. Or, have this developed so that it can be pulled from Looker.

    For example, users with access to the embedded Looker are able to run Looker reports or dashboards that are pushed to the agency. Instead of having to review this list individually for each agency, it would be helpful to have a report.

    16 votes

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  19. It would be great if users could bulk add services based on their active case loads. They would see a list of all their assigned clients (or alternatively search bar where they could add todays clients to a list) and then assign a bulk service (or toggle multiple services) for all the clients on the list (or check off the ones it applies to). Perhaps new enrollments assigned to them could automatically show up on this list.

    5 votes

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    1 comment  ·  Services  ·  Admin →
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  20. Currently, if the assigned staff for an enrollment is changed, the start date for an enrollment type care team member does not reflect the date of this change and instead shows the project start date regardless of whether or not the staff member was the client's assigned staff at that time. We would love to see the new assigned staff's care team member start date reflect the day the assigned staff changed rather than the project start date. This would help us track when a staff member (especially navigators) were assigned to a given client.

    9 votes

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