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  1. 9 votes

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    Jessica Salazar commented  · 

    Or instead changing this to their caseload list instead would be more efficient for users since these are the people they are typically searching for the majority of the time. Merging the Search page with the Caseload page would streamline their work. OR a mixture of all 3, the search and notification box on top, page split below this to give full caseload on one side and a longer list of recent searches on the other side....

    Jessica Salazar supported this idea  · 
  2. 12 votes

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    Jessica Salazar supported this idea  · 
  3. 11 votes

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    Jessica Salazar commented  · 

    The ability to grant this control to an Agency Admin would be extremely helpful.

    Jessica Salazar supported this idea  · 
  4. 3 votes

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    Jessica Salazar commented  · 

    To add to ideas for UI updates:
    -Visible Unique Identifier next to client name that we are navigating through.
    -Minimize the need for 2 locations of a single piece of information i.e. Client level Notes, Program Level Notes, Client Level Services, Program Level Services, Client Level Assessments, Program Level Assessments. These could be a single page for each focus where we are able to select our program for the data point we wish to create.

    Jessica Salazar supported this idea  · 
  5. 1 vote

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    Jessica Salazar commented  · 

    A relative idea I provided was incorrectly marked completed which fell under the umbrella of this larger idea, specifically managing agency user accounts on the agency level. I checked with our CoC System Administrator and they confirmed that this is still a function that cannot be granted to an agency, only the CoC System Administrator has this function. Since it falls under this umbrella of providing agency control of our user accounts, here is the link for reference:
    https://ideas.bitfocus.com/forums/930328-clarity-human-services/suggestions/44150403-user-accounts-agency-management

    Jessica Salazar shared this idea  · 
  6. 22 votes

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    Jessica Salazar supported this idea  · 
  7. 4 votes

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    Jessica Salazar supported this idea  · 
  8. 3 votes

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    Jessica Salazar commented  · 

    This would be great at service creation as well. Outreach programs have particular services set up to record a geolocation so it can be an automatic process as part of this type of set up. Alternatively, an option (checkbox perhaps) to create a CLSA when any service is being created would allow outreach workers to efficiently record these relative contacts (CLSAs) at that same time.

    Jessica Salazar supported this idea  · 
  9. 6 votes

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    Jessica Salazar supported this idea  · 
  10. 4 votes

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    Jessica Salazar supported this idea  · 
  11. 4 votes

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    Jessica Salazar supported this idea  · 
  12. 15 votes

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    Jessica Salazar supported this idea  · 
  13. 37 votes

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    Jessica Salazar supported this idea  · 
  14. 13 votes

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    Jessica Salazar supported this idea  · 
  15. 33 votes

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    Jessica Salazar commented  · 

    As a provider our documentation requirements continue to increase where packets we are required to upload are well over 40 pages, and quality is important since we (and our funders) must be able to read the documents clearly.

    Jessica Salazar supported this idea  · 
  16. 2 votes

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    Jessica Salazar supported this idea  · 
  17. 8 votes

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    Planned  ·  Danielle Robadey responded

    Thank you for your feedback. We are in the planning phase of a feature or update related to this item.

    Jessica Salazar supported this idea  · 
  18. 53 votes

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    Jessica Salazar supported this idea  · 
  19. 7 votes

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    Jessica Salazar commented  · 

    Few more great enhancements:
    1. Include the Enrollment ID for every screen. This allows a more efficient way to reference accurate enrollment data across the sheets.
    2. Include the Client Profile and Enrollment hyperlinks in the Entry Screen sheet (excel/csv).

    Jessica Salazar supported this idea  · 
  20. 5 votes

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    Jessica Salazar supported this idea  · 
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