706 results found
-
Sum of financial assistance household has received (by type)
A summary page or report that lists out the amount a client has received in total by funding source. Currently staff need to manually look at each service transaction and sum up the amount. This is prone to errors. It would be best if staff can easily see how much a client has received in a specific funding source. For example, how much HIF or Destination:Home funding they have received in the client's history.
44 votes -
File Preview - New UI
When selecting the "Preview" icon in the new UI, the file should open rather than the "Edit" screen.
1 vote -
ability to write one assessment and have it apply to multiple clients
In some cases, an assessment might need to apply to multiple clients, similar to how a service can apply to multiple clients (but in niche cases it doesn't make sense to do this in services). Could we ever consider ability to have one assessment associated with multiple clients to save time?
2 votes -
New User Interface: Increase Result Count for Queue
In the current interface the queue shows 20 results before you have to go to the next page. In the new interface, the queue shows 10 results before you have to go the next page.
Please update the new interface to either match the old interface or provide a System Setting that allows us to increase it up to 20 or more rows per page.
This change would help with reviewing the results when dealing with very large lists of clients.
3 votes -
VA Financial Services need to display the Financial Start and End Date on the History tabs
With the Oct 1, 2025 update, the VA Financial Services now appear on the History tabs with the "Date Provided" as both Start and End Date. Our users need to be able to easily see the Financial Start and End Dates. For example, if you pay October rent on September 25th, you only see 9/25/2025. We need to also see "10/1/25 to 10/31/25". Without those dates, it is very confusing to the users. Having to edit the service just to see which month we provided rent is not intuitive. Please find a way to add the Financial Start and End…
12 votes -
Show Program Restrictions Alert in Programs in Horizon
In the old Clarity user interface, if a client has a program restriction assigned it will show an alert when trying to enroll them in a program. Could we please add this to Horizon as well so that staff who may not be tech savvy enough to find the Program Restriction new location can still see the alert? Thank you!
Currently, an alert is present in Horizon, but only shows up if a client is viewed from an already enrolled program, which doesn't stop someone in the moment of enrolling.
2 votes -
Ability to add children to multiple households
Our community is running into an issue where children whose parents are separated but both receiving services have multiple client records made for them to avoid creating households that connect separated partners. (A child has a different record associated with each parent.)
We need a way to associate children with each parent's household without having their parents be in the same household that doesn't require duplicative records and ideally minimizes overlapping enrollments.
23 votes -
Unhiding Assessment Name in New Interface
In the new interface, the list of assessments shows created by, updated on, and any associated score, but to see which assessment these details pertain to, you have to click the down arrow to expand. It would be great if this was more visible at a glance without requiring extra clicks.
1 vote -
Making the SSN more accessible in new UI
In the NUI, to view the client SSN you have to click on the pencil icon to go to the edit screen and then click on the pencil icon again to view the SSN. Might seem like a small thing to have to do two clicks but when having to do this for large numbers of clients for a particular project these extra clicks can add up. Would request that you make the SSN visible through a single click similar to how it was in the old UI when you just had to click on the "edit" button.
1 vote -
Add program exit destinations and addresses to the GNRL-106 program roster
It would be helpful to include program exit destinations and their addresses in the program roster. Adding this information would assist service providers in accurately tracking and evaluating exit destinations, as well as the locations where participants are being housed. This would also help identify any incorrect exit data.
13 votes -
picture
We need to have participant's picture available on the search page, sometimes we have 10 people with the same exact name under search and the only way we are able to pick the right one is to be able to see their picture
2 votes -
Customer Portal: ability to edit documents after upload
Currently, once a user uploads a new document in the Customer Portal, they are not able to edit the document. Instead, a Clarity user with the right access role needs to make any changes or delete the uploaded document. It would be useful for Portal users to be able to make changes or remove documents that they have previously uploaded, for example if the document they upload is blurry or the wrong category is selected.
4 votes -
Customer Portal: "show password" option when creating account and logging in
Communities have received feedback from clients who have struggled to create their Portal account and log in without being able to see their password as they're typing. It would be useful to provide users the ability to "show password" as they're typing so that they are able to more easily access the Portal.
4 votes -
Prompt clients to confirm contact info on regular basis in the Portal
Some websites, like banking apps, periodically ask users to review and confirm their contact information is still accurate. It would be useful for this function to be able to be enabled in the Portal on a set frequency to ensure clients' contact information remains up-to-date.
4 votes -
Favoriting resources in resource directory
A way to favorite resources in the Customer Portal resource directory so users are easily able to find their most important resources, and add notes about them. Also have them appear on the Locations tab within the Portal for easy access
4 votes -
New User Interface: Your recent client searches:
The New User Interface is missing the "Your recent client searches:" on the Search page. I've had some users who would like to have this section back. That, or add a filter that allows the user to filter for clients they recently interacted with.
1 vote -
Schedule send on HUD annual assessments
Similar to how emails can schedule a send for another date and time, what if HUD Annual Assessments - or any assessment for that matter - could do this? This could help staff be proactive in cases where a HUD Annual is due while they are on vacation, and it would be late if they did it when they got back (but also would be too early if they did it beforehand). Thank you!
1 vote -
Schedule send on HUD annual assessments
Similar to how emails can schedule a send for another date and time, what if HUD Annual Assessments - or any assessment for that matter - could do this? This could help staff be proactive in cases where a HUD Annual is due while they are on vacation, and it would be late if they did it when they got back (but also would be too early if they did it beforehand). Thank you!
1 vote -
Sponsors
Official sub topic for sub contracting proposals across agencies.
1 vote -
Include client UI number on the caseload page
Recently staff started using the Caseload button in the upper right corner more often, which is great! They have relayed the feedback that since the client list links to each profile individually, it'd be great if the UI numbers could be on display on the main Caseload page to save them a few clicks and loading times. Could we please do something like this and add a column?
4 votes
- Don't see your idea?