544 results found
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Mark "Client Location" as hidden/constrained on screen editor
When editing a screen in Clarity, most fields are marked with a special icon if they are hidden (crossed out eye) or constrained (up arrow with hat). However, the "client location" and "Relationship to Head of Household" are not marked in any way even though they have constraints hard-coded. So, the "client location" field will not appear on an enrollment screen if only one CoC is associated with the program associated with the screen. This is a great time-saver, but for Admins it would be helpful to just have this noted on the screen editor like all other fields with…
1 voteThank you for your feedback. We are currently reviewing this request.
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SNN Field Update in Clarity
If the SNN Field is entered in as zeros, have the system automatically delete them when someone clicks to edit them. This will allow them to type the new one without any confusion that they actually have to delete the zeros first if they want to change it.
7 votesThank you for your feedback. We are currently reviewing this request.
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Cascading from status/annual/exit screens to new enrollments
Customers have expressed the desire to have data fields entered in status/annual/exit screens to cascade into new enrollments. We know that enrollments can cascade into other enrollments, and that there are data fields entered at enrollment that are not collected in the status/annual/exit screens. However, the data would be most useful and accurate if cascading considered most recent data fields from the enrollment AND status/annual/exit screen. The goal would be to have the most recent fields from the enrollment and status/annual/exit screens cascade to subsequent enrollments.
9 votesThank you for your feedback. We are currently reviewing this request.
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Program detail - history and notes
Please add program history under Program Resources, under Modify Program, that allows tracking of program history by dates (more than just a plain text box under Program Description), so we can track audits, meetings, contracting, staff changes, incidents, events.
1 voteThank 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.
3 votesThank you for your feedback. We are currently reviewing this request.
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password
It would be helpful for there to be an option and/or button on the log in screen to show the password so that users can know if they mistype something.
10 votesThank you for your feedback. We are currently reviewing this request.
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Copy Fields the way you can copy Screens
Hello! In my organization, our Client Profile page has Fields we'd use multiple times in the same screen - reporting-wise they're different fields but essentially the same long picklist. For example, we have a dropdown of multiple languages for Primary Language, but that same list for Secondary Language. In cases like this, where the same or similar field would need to be in the same Screen, could we have a copy feature the same way we do for copying an entire Screen?
1 voteThank you for your feedback. We are currently reviewing this request.
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Add audit log for when notifications are sent
Many notifications are automatically triggered by certain actions in Clarity. However, it is not always clear if the notification was actually sent or a way to check in the UI. So many customer workflows depend on those notifications being sent that it is important for System Admins to be able to see if they sent or not.
1 voteThank you for your feedback. We are currently reviewing this request.
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Delete Fake Entry
Hello! I currently use Efforts to Outcomes (ETO), a rival database provider for nonprofits, but am in transition to Clarity. One feature that ETO users rely on that you could implement in Clarity to be more competitive with ETO would be their Delete Fakes feature. In short, staff in various providers will use the client last name Fake to identify a client that is fictional for training, testing, or other QA purposes (this makes it easier to filter out fake clients automatically as well). When it comes time for monthly or quarterly reporting, there is a feature where an Administrator…
1 voteThank 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.
4 votesThank you for your feedback. We are currently reviewing this request.
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service require roi
Require a valid ROI for a program level service transaction
In the attendance module you can toggle on "require ROI for attendance" but in regular program services this isn't an option. Making this feature part of program services would prevent services from being added when a valid ROI isn't present and provide staff a reminder to complete an ROI at the time of service.1 voteThank 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.
5 votesThank you for your feedback. We are currently reviewing this request.
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Searching for Users while in System by Ageny
Ability to search for users by agency while in System in the Manage/Staff tab. System Admins should not have to switch back and forth between agencies to find out what users are attached to an agency.
5 votesThank 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.
12 votesThank you for your feedback. We are currently reviewing this request.
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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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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.
3 votesThank you for your feedback. We are currently reviewing this request.
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Expand Observation Period in Population Over Time Model
I understand that developers are planning on improvements to the HMIS Population Over Time model and I'd really like to see the it go back farther than two years. If the point of this is longitudinal analysis, it should go back farther, especially given that the LSA looks back three years. Ideally I would like to see it go back to 2012 so we can dig deeper into client histories similar to the canned CLNT-127 report.
15 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.
3 votesThank you for your feedback. We are currently reviewing this request.
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Enable outgoing/incoming referrals to/from trusted outside human services agencies
Standards organizations such as DirectTrust have been working to specify ways for human services agencies to share securely emailed referrals, for any type of human service. Standards organizations are also working on ways to share service directory information. Clarity Human Services could implement these standards to be a part of this secure referral network, so Clarity users could send outgoing referrals (even outside the HUD Continuum or customer installation). Likewise, agencies could post their available human services and accept/decline incoming referrals, from the trusted external service organizations.
see https://directtrust.org/blog/launch-of-information-exchange-for-human-services
3 votes -
Sorting Site-wide
Please add the ability to sort by each column site wide. For instance, in Client Notes, there are column headers for Title, Category, User Name and Date. It would be extremely helpful if a user could click the column header to choose to sort by that column. This would make it a lot easier to find specific notes.
1 voteThank you for your feedback. We are currently reviewing this request.
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