Settings and activity
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3 votes
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Lisa Berding
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62 votes
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4 votes
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18 votes
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22 votesLisa Berding
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7 votes
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5 votesLisa Berding
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1 voteLisa Berding
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4 votesLisa Berding
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5 votesLisa Berding
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4 votesLisa Berding
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6 votesLisa Berding
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1 voteLisa Berding
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4 votes
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An error occurred while saving the comment Lisa Berding
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This would be extremely helpful when users are accidently deleted.
Lisa Berding
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22 votes
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An error occurred while saving the comment Lisa Berding
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If a client requests a copy of all their data in Clarity, CMs have to print at least nine of the client level reports and the program details report (followed by editing/filtering each of the spreadsheets to only the one client's data). This is an extreme amount of work for Case Managers - or system admins. We would like to request a report or dashboard that compiles all data for individual clients that is easily accessible.
The report would need to include:
profile screen
enrollment and exit screen
services and custom assessments with details
status and annual assessments with details
case notes
referrals and eventsand any other information connected to an individual client in Clarity.
Lisa Berding
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7 votes
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Lisa Berding
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16 votes
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Lisa Berding
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5 votesLisa Berding
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4 votes
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Lisa Berding
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4 votes
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Lisa Berding
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Lisa Berding
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Hello - this would be extremely helpful - especially for services. The current process is very time consuming and complicated to explain as most other entered data has the privacy toggle at the bottom of the screen before saving. With the new interface, there are now MORE steps to set a service to private.