483 results found
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Data Validation Check for Program Enrollments Entered Before the Program Start Date
A client's enrollment date should not start before the program itself starts. The LSA treats these as errors, and we need to resolve them every year before submitting it. If Clarity stopped those errors from happening, it would save us a lot of time.
13 votes -
Report request: client detailed report
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…13 votes -
Allow custom fields related to Referral Status to be added to a Referral Screen
As communities develop more complex Coordinated Entry Systems, more flexible referral status tracking is becoming a priority. It would add significant flexibility if system admins could add custom fields to the Referral Screen to capture additional details about referral's status. For example, adding a follow up question to "Reason Denied" to capture an additional layer of detail about why a referral was denied.
13 votesThank you for your feedback. We are currently reviewing this request.
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Alphabetical Sorting of Programs on Eligibility Screen
When referring a client to a program via the Eligibility screen, the list of programs is currently sorted by Type ID, Agency ID, Program ID. Instead it makes more sense for these to be sorted by Type ID, then Agency NAME, and Program NAME. Since we are able to control the names for our programs, but not the ID number, this gives us control over the sorting which would be ideal.
13 votesThank you for your feedback. We are currently reviewing this request.
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Allow ROIs Uploaded by Agencies Who Go Inactive to Remain Valid
Currently, if an agency is inactivated, all ROIs uploaded by that agency become invalid and any clients relying on those active ROIs get an "ROI missing banner". Our ROIs are set up for the entire CoC, so the agency uploading them is not relevant to the ROI's validity.
Please add an option so ROIs can remain valid, even if the uploading agency has been inactivated.
12 votes -
Case Manager Notification when assigned a referral
We would like to request that the case manager receive a system notification when assigned to a referral. Currently users can only see this information if they go to the "Case Manager" tab within the Caseload tab.
12 votesThank you for your feedback. We are currently reviewing this request.
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Alert pop up for Attendance module
When scanning in or adding clients in the Attendance module, have an actual pop up appear for those who have a public alert.
Currently, an icon will appear next to the client's name and then you must hover over the client name and then click on the public alert to see it.
This causes delays for shelters that need to check in a large number of clients.
An immediate pop up would ensure that End Users have the ability to both quickly check many people in AND catch important public alerts.
12 votesThank you for your feedback. We are currently reviewing this request.
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"Status Assessment" side display should be most recent first
Right now the oldest one is first. On almost every screen, the "history" is displayed with the most recent items first. Look at both History tabs, both Assessment tabs, the Program tab, and so on. But when you edit an enrollment and look on the right-side display, the oldest one is first. In order to find out if something recent is missing you have to page through them. This display should show the most recent first like all the other tabs. I tried to paste a screenshot but it did not appear here.
12 votesThank you for your feedback. We are currently reviewing this request.
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Create a workflow warning and hard stop for Housing Move-in Dates prior to the Enrollment Date.
Create a warning to notify users when they enter a Housing Move-in Date prior to the Enrollment Date. It should also prevent the user from saving the enrollment. The Housing Move-in Date cannot be prior to the client's enrollment date even if it is a PH to PH transfer. This creates an error on the APR. The APR in Clarity categorizes this as not being housed even though there is a recorded housing move-in date.
This causes problems when trying to troubleshoot the issue.
12 votesThank you for your feedback. We are currently reviewing this request.
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Ability to link notes from agency-level "Notes" tab to a program enrollment
It would be helpful if we had the ability to link notes that have been entered from the agency-level "Notes" tab to a program enrollment (ex: there would be a "Link from Notes" button within the enrollment's "Notes" tab similar to the "Link from History", "Link from Assessments", and "Link from Files" functions).
For certain reports we pull in the last note entered into a client's program enrollment; if an end user accidentally enters notes into the agency-level Notes tab, those notes won't pull into the report. To fix the issue, they have to delete any notes they entered at…
11 votes -
“Your recent client searches” advanced settings
This is from a previously archived idea.
This is a Feature Request regarding the “Your recent client searches” box on the Search page. I’ve talked with users who would like to either have none/hide this and other users who would like to see more clients in the list. Having an option at either the agency- or user-level to change the number of clients that appear in that Recent Searches box would be a very nice addition!
11 votes -
Prevent uploads of "Client Files" to "Client Forms" section
User Story:
As a case worker in a CoC agency, I want to upload client documents and files so that they'll be visible to the care team wherever they're needed in Clarity.
Priority: Level 2.5 (Impacts entire community; a system/process allows us to accomplish our goals but it is time-consuming and burdensome)
Description & Rationale:
Clarity has two sections under a client's Files tab (https://oahu.clarityhs.com/clients/{{clientID}}/file)—Client Files and Client Forms—and as currently implemented they are terribly confusing for end users. The platform affords no way for admins to prevent the mistakes that the UI design leads to, which are costly…
11 votes -
Sheltered PIT screen for non-participating programs
A customer has suggested that having a screen or other place to collect sheltered PIT data counts in Clarity for non-participating agencies/programs would be helpful. Rather than needing to collect this data in external places like Excel and then blending with Clarity sheltered PIT data, it would be great to have all the PIT data in one permanent place. This data could then be pulled in to the PIT/HIC reports in the Clarity report library.
11 votesThank you for your feedback. We are currently reviewing this request.
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When moving an enrollment from one project/program to another due to a data entry error, any services, notes, files etc. does nto get moved
When moving an enrollment from one project/program to another due to a data entry error, any services, notes, files etc. do not follow or get moved to the correct enrollment which requires staff to delete the services, notes, files that might have been placed at the incorrect project/program and then re-enter all of those items. It would be helpful if the "move" tool moved all items related to the enrollment.
11 votesThank you for your feedback. We are currently reviewing this request.
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Current Living Situation Assessment Notification
I would like to propose a CLS notification for Street Outreach & ES projects every 90 days, to ensure that clients are not dormant in the system and they are tracked accurately to reflect their updated housing condition.
11 votesThank you for your feedback. We are currently reviewing this request.
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Allow for Agency Names to be automatically configured as part of Looker Agency folder names
When saving a Look/dashboard to a specific agency's Data Analysis folder in standalone Looker, the folders are labeled with only the agency's agency ID. Users have to first locate the agency ID before they can save the Look/Dashboard o the proper folder as most people do not know them off of the top of their head. If updated, the folders need to still reference the Agency ID so that each agency has a unique identifier, but if the Clarity code could be altered so that these folder names could also contain the agency name, it would make it much more…
11 votes -
Include Data Quality Markers for Client Merge Tool
Have the client merge tool include data quality markers to help determine which record is the best primary based on the quality of the data entered.
11 votesThank you for your feedback. We are currently reviewing this request.
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Audit Log Enhancements
Here are some of the things we would like to see in an audit log:
Audit log similar to client audit log (full history) for user accounts (last edits, values changed, additional agency access added/removed, email changed, photo changed, etc)
Agency audit log for changes to address, active status, creation date.
Program audit log in the same vein with history (who changed what and when on a program - the name, the funding, the beds, basically every PDDE change/edit/creation)
Service audit logs (who created them, edited them, changed available dates, active/inactive, etc.)
Sharing settings - audit history on sharing settings.…11 votesThank you for your feedback. We are in the planning phase of a feature or update related to this item.
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Assessment Processor - Save Points to the Nearest Hundredth
When assigning points to a Subtotal in an Assessment Processor, the logic rounds point values to the nearest tenth (ie: if a point value of 3.75 is assigned, the system rounds the value up to 3.8 when the screen is saved).
There are 2 HUD CoCs in our implementation that are creating new Coordinated Entry Assessments, both of which are assigning a percentage of points based on clients' responses to the assessment questions. This results in point values that need to be rounded to the nearest hundredth.
Without the ability to assign point values to the nearest hundredth, our implementation…
10 votes -
Improve Assessments Features within Program Enrollments in Clarity
Clarity is not currently meeting our CoC’s need to easily understand what’s due with Assessments and add as needed. There are several points of feedback we have about the Assessments tab within a Program Enrollment, to make it clearer for our end users. This is made more important by the Current Living Situation assessment now being required.
Current issues for our end users are:
· Current heading is “Status Assessments” which to them = Status Update Assessment
· “Assessment Due” is unclear- what kind of Assessment is due? Annual, Status Update, Current Living Situation? No way to click through. If…
10 votesThank you for your feedback. We are currently reviewing this request.
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