567 results found

1. Dashboard filter combining Or statements

   Would it be possible to add the ability to filter by OR statements in a Dashboard, specifically something like "if the client checked yes to question 1 OR checked yes to question 2, show them in this filter"? We can do this at the individual Look level using a custom dimension, but for dashboards where we need to quickly enable or disable such a filter for 25+ looks at once for data analysis this could present difficulties.

   While we could do individual pulls one at a time, if the question is "how many individuals said yes to one of these two questions" then filtering by individual yes answers could result in duplication and overreporting. At time of writing, I don't have a workaround for this particular issue and have already reached out to the support team for insight (though they were all wonderful, and as helpful as they could be!).

   This is mainly an issue because this prevents the ability to accurately answer specific questions from funders, which could limit my organization's ability to stay in compliance with or obtain new funders.

   Thank you for your consideration!

   Would it be possible to add the ability to filter by OR statements in a Dashboard, specifically something like "if the client checked yes to question 1 OR checked yes to question 2, show them in this filter"? We can do this at the individual Look level using a custom dimension, but for dashboards where we need to quickly enable or disable such a filter for 25+ looks at once for data analysis this could present difficulties.

   While we could do individual pulls one at a time, if the question is "how many individuals said yes to one of these… more

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2. Allow a program to collect general data, not tied to a specific client

   Hello! Our program has work we do in the community with people that we serve but don't technically become clients officially (and thus we can't collect certain information on them in the client profiles). Sometimes we host workshops or public education, and sometimes we serve anonymous clients such as via a hotline. It would be great if a program could be designated as a "general" program or something similar, where you can perform an assessment or screen that is tied to the program but not tied to a specific client. Could this be done?

   Currently we're using a workaround of making fictional clients within specific programs, but this comes with drawbacks due to the counterintuitive way of finding the clients later and the possibility of performance issues if one client has too many assessments.

   Thank you for your time and consideration!

   Hello! Our program has work we do in the community with people that we serve but don't technically become clients officially (and thus we can't collect certain information on them in the client profiles). Sometimes we host workshops or public education, and sometimes we serve anonymous clients such as via a hotline. It would be great if a program could be designated as a "general" program or something similar, where you can perform an assessment or screen that is tied to the program but not tied to a specific client. Could this be done?

   Currently we're using a workaround of… more

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3. Allow users to record "yes" ROI when client has a "no" recorded by another agency

   We have had a recurring situation where the following takes place:
   1. Client has a “no” ROI recorded by Agency A with no end date (but has an unlocked profile)
   2. Client begins working with staff at Agency B and gives consent/signs ROI
   3. Staff at Agency B try to record this “yes” ROI but cannot; it throws an error for the ROI start date because there is no end date for the previous “no” ROI.
   Staff at Agency B cannot edit and add an end date to the “no” ROI because it was recorded by Agency A.
   Currently when this happens, staff must notify me and then I go in and add an end date for the “no” ROI, let them know, and then they can record the new “yes” ROI. This is quite inconvenient and can prevent electronic signatures from being recorded when staff are physically with a client.

   We think a "yes" ROI should override a "no" regardless of what agency uploaded it. Ideally, the system would allow Agency B staff to upload the ROI in this situation, and add an end date automatically for the previous "no" ROI that reflects the start date of the new "yes" ROI.

   We have had a recurring situation where the following takes place:
   1. Client has a “no” ROI recorded by Agency A with no end date (but has an unlocked profile)
   2. Client begins working with staff at Agency B and gives consent/signs ROI
   3. Staff at Agency B try to record this “yes” ROI but cannot; it throws an error for the ROI start date because there is no end date for the previous “no” ROI.
   Staff at Agency B cannot edit and add an end date to the “no” ROI because it was recorded by Agency A.
   Currently when… more

   18 votes

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   Under Review  ·  Danielle Robadey responded

   Thank you for your feedback. We are currently reviewing this request.

4. pit

   Would be great to have an app version of Clarity that could be used for the PIT and other project enrollments and updates that take place in the field. Another alternative would be updates to the outreach module that would allow users to add assessments or project enrollments.

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5. Automatically display address, when adding a geolocation in the location tab.

   Automatically display address, when adding a geolocation in the location tab.

   When adding a location in the location tab a geolocation marker can be selected, but the address does not appear. Please add an address filed or auto populate the address to display in the address line 2.

   The end users have to manually add the address.

   This would be a helpful tool for outreach workers, as it would allow them to quickly and easily track the locations of their clients and identify areas where there is a need for services.

   Here are some of the benefits of adding this feature:
   It would save outreach workers time and effort, as they would no longer have to manually enter the address of a client into the app.

   It would improve the accuracy of the data collected by the app, as the address would be automatically generated from the client's location.
   It would allow outreach workers to identify areas where there is a need for services, as they would be able to see where clients are located on the map.

   Automatically display address, when adding a geolocation in the location tab.

   When adding a location in the location tab a geolocation marker can be selected, but the address does not appear. Please add an address filed or auto populate the address to display in the address line 2.

   The end users have to manually add the address.

   This would be a helpful tool for outreach workers, as it would allow them to quickly and easily track the locations of their clients and identify areas where there is a need for services.

   Here are some of the benefits of adding this… more

   8 votes

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   Under Review  ·  Danielle Robadey responded

   Thank you for your feedback. We are currently reviewing this request.

6. Providers are accidentally referring clients to the CQ under a closed CE enrollment, can error messages mitigate this?

   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?

   4 votes

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   0 comments  ·  Referrals  ·  Delete…  ·  Admin →
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7. Allow Inventory Screen to be Created for each CoC or Referral Setting

   Currently, Inventory screens are system-level screens that cannot be copied. For a statewide instance of Clarity, each CoC operates as a separate system. Each CoC manages its housing stock, they have separate CE systems, and reporting is completed by each CoC.

   Each CoC may want to implement Inventory but need to record different information using custom fields on the housing inventory screens.

   Since the Inventory screens cannot be copied, each CoC would either need to agree on a set of custom fields, see each other's fields, or use complex constraints and configurations to hide the fields from each CoC, making the screens hard to maintain.

   Idea: Allow each CoC or referral setting to have its own set of inventory screens.

   Story: As an admin, I want to be able to configure inventory screens with fields that will only be seen by my CoC.

   Level: 3

   Currently, Inventory screens are system-level screens that cannot be copied. For a statewide instance of Clarity, each CoC operates as a separate system. Each CoC manages its housing stock, they have separate CE systems, and reporting is completed by each CoC.

   Each CoC may want to implement Inventory but need to record different information using custom fields on the housing inventory screens.

   Since the Inventory screens cannot be copied, each CoC would either need to agree on a set of custom fields, see each other's fields, or use complex constraints and configurations to hide the fields from each CoC, making… more

   6 votes

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   Under Review  ·  Danielle Robadey responded

   Thank you for your feedback. We are currently reviewing this request.

8. Small but helpful fix: Add CSS styling "padding: 7px;" to the pager numbers

   This is a super small suggestion, specifically to change how the pager numbers are styled. As of right now the "li" item has styling code of

   .pager-container .pagination li {
   float: left;
   width: 15px;
   padding-right: 8px;
   }

   and then the actual link ("a href" has no padding or width. This makes it really hard to click the page number. My proposed fix would be this:

   .pager-container .pagination li {
   float: left;
   min-width: 23px;
   text-align: center;
   }

   and the "a" value would be something like:

   .pager-container .pagination li a {
   padding: 7px;
   }

   This way the clickable area of the link "a" would be the same as the blue box area making it much easier to click the button.

   This is a super small suggestion, specifically to change how the pager numbers are styled. As of right now the "li" item has styling code of

   .pager-container .pagination li {
   float: left;
   width: 15px;
   padding-right: 8px;
   }

   and then the actual link ("a href" has no padding or width. This makes it really hard to click the page number. My proposed fix would be this:

   .pager-container .pagination li {
   float: left;
   min-width: 23px;
   text-align: center;
   }

   and the "a" value would be something like:

   .pager-container .pagination li a {
   padding: 7px;
   }

   This way the clickable area of the link… more

   1 vote

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9. Edit additional fields in Add Contact

   Hello! A manager asked me if I could add additional custom fields to the Contacts Page. In addition to changing the Contact Type field, for example we could add things such as a mark that one person is a preferred emergency contact when in crisis (or alternately, if it isn't feasible to add custom fields to the Contacts page, adding this as an additional optional field to all of them). Would it be possible to add something like this? We work in a program where we need to store a lot of contacts for the client, but not all of them should be called in the event of an emergency. We could use the notes section as a workaround, but we typically need this for other notes such as the contact's schedule or safety needs before calling.

   Thank you!

   Hello! A manager asked me if I could add additional custom fields to the Contacts Page. In addition to changing the Contact Type field, for example we could add things such as a mark that one person is a preferred emergency contact when in crisis (or alternately, if it isn't feasible to add custom fields to the Contacts page, adding this as an additional optional field to all of them). Would it be possible to add something like this? We work in a program where we need to store a lot of contacts for the client, but not all of… more

   6 votes

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   Under Review  ·  Danielle Robadey responded

   Thank you for your feedback. We are currently reviewing this request.

10. Bulk Delete Services

    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.

    6 votes

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    Under Review  ·  Danielle Robadey responded

    Thank you for your feedback. We are currently reviewing this request.

11. Create a view to show active matches per case load

    Considering the communication limitations within Clarity, it would be highly beneficial for the end user to be able to see a consolidated list of their assigned clients that have an active referral to a housing program. Ideally, the end user would receive a notification when one of their clients has been matched to a program, as well as see this on the client profile home page.

    6 votes

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    1 comment  ·  CE Events  ·  Delete…  ·  Admin →
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    Under Review  ·  Danielle Robadey responded

    Thank you for your feedback. We are currently reviewing this request.

12. Attendance Module

    On the attendance module at the bottom of the tables shows an aggerate count of the number of times that service was recorded for that day. It shows it as "## clients" which is confusing because depending on the service delivery type a service can be recorded for a client more than once per day.

    I suggest changing this to "## entries", "## attendance" or something similar so that it better reflects what count. Right now by indicating "## clients" it is not correct.

    8 votes

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    Under Review  ·  Danielle Robadey responded

    Thank you for your feedback. We are currently reviewing this request.

13. Case Manager Notification when assigned a referral

    We would like to request that the case manager receive a system notification when assigned to a referral. Currently users can only see this information if they go to the "Case Manager" tab within the Caseload tab.

    13 votes

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    0 comments  ·  Referrals  ·  Delete…  ·  Admin →
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    Under Review  ·  Danielle Robadey responded

    Thank you for your feedback. We are currently reviewing this request.

14. option to disable trusted device for individual users

    We would like to propose the idea of being able to disable the trusted device option for certain/individual users. We have had an incident with username/password sharing and would like to have a way to better secure the account(s) for those who are not in compliance with policies.

    1 vote

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15. Allow for clickable links to external websites

    It would be great to add a hyperlink to a case note or service note For example, to a client's folder in our company's cloud storage, to a rental listing, or property management company's website

    6 votes

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    Under Review  ·  Danielle Robadey responded

    Thank you for your feedback. We are currently reviewing this request.

16. outreach module

    Currently, count/recognition of clients residing in an encampment includes only those who enrolled in services (e.g., enrolled in Clarity/HMIS). However, there are those individuals who reside in these encampments, who are not "yet" (or may never) be interested in services - therefore, NOT enrolled in Clarity/HMIS.

    Idea: Add capability feature to account for these individuals who reside in encampments and are not enrolled in Clarity/HMIS. (Possibly with encampment profile).

    As a CoC we are not able to presently report on an "accurate" count of individuals residing in encampments (unhoused). As a CoC - and believe other CoC's experience this - is that we are "under-reporting" on individuals experiencing homelessness who reside in encampments.

    Currently, count/recognition of clients residing in an encampment includes only those who enrolled in services (e.g., enrolled in Clarity/HMIS). However, there are those individuals who reside in these encampments, who are not "yet" (or may never) be interested in services - therefore, NOT enrolled in Clarity/HMIS.

    Idea: Add capability feature to account for these individuals who reside in encampments and are not enrolled in Clarity/HMIS. (Possibly with encampment profile).

    As a CoC we are not able to presently report on an "accurate" count of individuals residing in encampments (unhoused). As a CoC - and believe other CoC's experience this -… more

    3 votes

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17. Live Marker: Agency Identifier

    Some providers request collection of data on various screens while there are several ways to accomplish this (Assessment, Live Marker Program Identifier, custom screens, etc) those methods may not be viable when providers only request 1 or few questions on specific screens such as the entry screen.

    An Agency Identifier live marker would function the same way as the Program Identifier live marker and would allow constraints to be build around Agency Identifiers. For example, in the case provided above, the entry screen can have the one or several fields applicable to specif agency(s) for all their programs.

    3 votes

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18. Duplicate Clients Report: Program Parameter Addition

    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.

    2 votes

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19. Change INVENTORY Dashboard Sharing Settings to CoC-Based

    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.

    5 votes

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    0 comments  ·  Inventory  ·  Delete…  ·  Admin →
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    Under Review  ·  Danielle Robadey responded

    Thank you for your feedback. We are currently reviewing this request.

20. Automatic Current Living Situation

    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.

    5 votes

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    1 comment  ·  Outreach  ·  Delete…  ·  Admin →
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    Under Review  ·  Danielle Robadey responded

    Thank you for your feedback. We are currently reviewing this request.