543 results found
-
Agency Level permissions on sending clients to the community queue
We have a "centralized" CE agency and program that all users switch to in order to assess and refer to the CQ. However, there is nothing that prevents a user from referring to the CQ from their home agency after the fact (post assessment). This results in CE not being able to complete referrals and impacts the CE dashboard. It would be great if we could set permissions on what agencies can "send" clients to the CQ.
2 votes -
Create a separate access right for the referrals tab in client records
Currently the Referrals access right allows both the Global REFERRALS tab and the REFERRALS tab in client records. There are multiple use cases where we need users to have access to one or the other but not both of these. We would like to be able to separately assign rights to the referrals tab in client records. Thanks!
8 votesThank you for your feedback. We are currently reviewing this request.
-
Automatically publish fields to Customer Data Model
When custom fields are added in Clarity Human Services, they are not available to customers with the Customer Data Model (SQL) unless they specifically ask Bitfocus to add them, one field at a time. It would be great if these fields could "automatically" be added and available in the Customer Data Model without having to have a separate request. This automation could occur on a regular daily/weekly/monthly schedule which makes most sense.
6 votes -
notes auto save feature
Add an auto save (example auto save every 2 minutes) function for Clarity notes. Reason for needed feature; in a fast-paced client environment where ringing of phones, walk-ins and appointments- easily distracted while inputting notes. Clarity closes out without saving notes. Feature will auto-save notation before Clarity closes out.
3 votes -
Email Functionality
Users should be able to control their email settings to permit or prohibit certain types of auto-notifications.
6 votes -
Limited System Admin Access Role for Comparable Databases
For VSPs who use system admins outside of their agency, there are concerns with client privacy based on this line from the database manual.
"Access to a comparable database is controlled by the VSP. Only staff who work directly with survivors and have a “need to know” professional basis, their supervisors, and agency administrators should be able to view specific client data"
With this in mind, a new access role for admins of comparable databases using Clarity is being suggested. this access role should allow admins to log into Clarity and pull aggregate reports such as APRs, SPMs, LSA data…
6 votes -
E-signing doesn't work with touchscreen laptop
According to a user in Santa Cruz, they can't e-sign forms using a touchscreen laptop. It requires using a mouse or using an ios or android device. It would be great if they could take advantage of our touchscreen laptops to sign ROI's and other forms directly into clarity and not have to invest in iPads.
This seems to be an issue with the HTML/script coding of the web page. They found a potential solution here, or at least something to get started https://github.com/szimek/signature_pad.
8 votesThank you for your feedback. We are currently reviewing this request.
-
Note Tags
It would be helpful to be able to select "tags" for a case note. So the worker can pull up notes and find the ones that are tagged for a specific item. Example, they could put in a case note about meeting with a probation officer, and then before the next meeting, pull up all of the notes that are tagged "Probation", or something like that.
3 votes -
Edit Unit Status Without Switching Agencies
Communities want staff to be able to access units and update units' status from the Inventory module (dashboard) without having to change agency access. They feel that if staff have system-level to the module and edit unit status permissions, they should be able to update the status for the units they have access to.
Communities may have buildings where the agency that provides services changes over time. In these scenarios, they may set up all buildings under one agency to streamline their setup. In that case, the user's home agency may differ from the agency where the building is setup.…
1 vote -
Ability to use/customize program eligibility criteria within the CQ
It would be beneficial to be able to customize eligibility criteria within the CQ to fully integrate a complex prioritization matrix as well as program-specific criteria. Dynamic chronic homeless status is critical to sort by within the CQ.
9 votesThank you for your feedback. We are currently reviewing this request.
-
Stand Alone Looker Organization
We would like to be able to see in the stand alone looker which reports have been published to Clarity, the last time they were viewed, and be able identify which reports use specific fields as they change and/or become obsolete so that we can identify looks that are going to break.
5 votes -
DIT should not list person doing import as assigned staff on enrollment
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.
3 votes -
Make Agency Overview screen and associated questions/fields visible to System Admins
The Agency Overview (AO) screen is not included in the list of screens accessible to Admins through the System Setup workspace. Not being able to view the screen means admins cannot see the relationship between questions and fields for reporting purposes.
Similarly, I noticed two other places where the omission of the AO screen appears to have an impact:
1) Fields unique to the AO screen do not appear in the Field Editor list;
2) Questions and Fields unique to the AO screen do not appear in the Question and Clarity Fields views, respectively, found in the Project Descriptor model…2 votes -
Inclusion of all Agency Overview screen fields in Looker
The fields from the Agency Overview screen are mostly stored in the Project Descriptor model of Looker under the "Agency" view. However, not all fields from that screen are represented, and they don't appear to exist anywhere else in Looker.
Can the fields associated with the following questions from the Agency Overview screen be added to the Agency view in the Project Descriptor model?
- Navigation Profile
- Default User Home Screen
- Dashboard
- Open Units Report
- Staff Inventory Access
2 votes -
Penultimate assessment
For Looker, it would be very helpful to have a way to identify the penultimate assessment.
This would be used to compare changes between the most recent assessment or exit with the previous to look for changes. For example, did income change since the last assessment. Not just compare with entry and the most recent/exit.
3 votes -
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…
5 votes -
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…
2 votes -
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…18 votesThank you for your feedback. We are currently reviewing this request.
-
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.
2 votes -
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…
8 votesThank you for your feedback. We are currently reviewing this request.
- Don't see your idea?