711 results found
-
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 -
Prompt new referral to CQ when a new CE assessment is completed
Is there a way to automatically remove households from the current Community Queue when a new VI-SPDAT is completed, so they appear on the correct priority list?
For example, if a client originally completes a Singles VI-SPDAT and later completes a Family VI-SPDAT, they remain stuck on the singles queue. We need a way for the system to automatically remove them from the singles queue and allow the family VI-SPDAT referral to appear on the family queue instead.
The only solution we have found is deleting the old queue referral, and re-referring to the queue from the new VISPDAT. We…
11 votes -
mass/bulk upload feature
Open Door Legal needs a mass/bulk upload feature for Clarity Human Services. Currently, all records must be entered manually one at a time. We update a high volume of records per month for our HSH-funded programming, which requires significant staff time, creates transcription risk, and causes bottlenecks at reporting deadlines. We are requesting the ability to upload a CSV or Excel file of records in bulk, with field mapping to Clarity's schema and row-level validation before final import. This would greatly improve efficiency and data accuracy for high-volume providers.
1 vote -
1 vote
-
Pop Messages upon saving Assessments
When completing an assessment, users request a pop-up message or redirection to another screen/assessment if the client meets a criteria.
1 vote -
translation
Add a "Translation provided" toggle to services to allow staff to indicate when a service is provided in a language other than English without having to perform duplicate entry for a translation service.
1 vote -
New User Interface: Chronic Homeless Icon
In addition to the CH Live Marker idea (link included), it would be great to have a CH Icon in the new UI to more easily identify those experiencing CH. Without the live marker and Icon, there is no way within the system to view those experiencing CH. We can only view through a report and set up eligibility presets.
1 vote -
New Interface: Community Queues - retain sorting set by user
The new interface allows me to sort each community queue by fields I've chosen to view, and even change the direction of the sort for each field, which is great. However I have to re-do the sorting every time I come back to the queue. Can you allow the sorting I did, to be retained for the next time I view that particular queue?
1 vote -
Assigned Staff - Program Roster - Need a current Staff List Field - All Current staff
I need a current Staff List Field that rolls all active staff per enrollment into one cell. Without this my roster in looker will generate double records. Some functions are not available for the version of looker I am utilizing. If a developer could add that field that would be great! =)
13 votes -
Allow referral notes on snoozed records
Currently the system doesn't allow you to leave referral notes on snoozed CQ records. We snooze records if clients aren't yet chronic but will become chronic after a period of time, and sometimes navigators are assigned to snoozed clients to get the ball rolling for a potential housing opportunity. It would be great to be able to leave notes on the referral record to document any progress even if the record is snoozed. Thanks!
3 votes -
Make public alerts bigger/more visible (New Clarity UI)
In the old UI, public alerts were bright banners that went all the way across the screen. In the new one, they're less noticeable/attention-grabbing.
1 vote -
Use Program Site Address on Referral Map Instead of Agency Address
In both interfaces the referral map is based upon the agency address instead of the site address assigned to the program. This is problematic because if an agency has multiple sites they do not want case managers sending them to the agency address since that is usually the administration office. They want to send them to the actual program address which is set by assigning a site address to the program.
1 vote -
Coordinated Entry Assessments on a closed enrollment
End users are able to use an closed CE enrollment to complete a new CE assessment. Are we able to prevent CE assessments outside of the enrollment? I originally submitted a Bug ticket for this but I was informed it was a expected behavior.
2 votes -
Increase the font size for the Clarity Unique Identifier in the [CLNT-103] Photo ID Card - Sample
Agencies use the attendance functionality to speed up the process of data entry, especially for those repetitive services.
However, in some cases, they have volunteers that will not be allowed to have access directly to the system. The volunteers write down the number on a tracking sheet and then the agency enters after the fact.
One of our agencies requests the following "...Is there a way to make the Clarity number larger on the cards? We have some volunteers who write down the numbers whose eyesight is not great?"
They are referring to [CLNT-103] Photo ID Card – Sample.2 votes
- Don't see your idea?