Public Alerts

We're excited to announce Public Alerts now has it's own tab in the new user interface. There is a new section in the client record on the left sidebar with a "Bell" icon and the label "Alerts."

On the Public Alerts page, users can click on the "Add" icon located in the top right corner to create a new Public Alert. 

When you click on the "Add" icon, the "Add Alert" pop-up will appear on the right side of the screen.

To manage an existing Public Alert, click on the alert to open it, and then click the edit pencil icon. From there you will be able to view, edit or delete the public alert here.

Column Selector: The Public Alerts screen has a column selector available, allowing you to customize your view. 

• Clicking on the column selector will show you the fields that are currently selected, the fields available for selection, and a section for adding fields that will collapse on the screen.
• Please note the Alert Name, Alert Initials, and Agency Name cannot be removed.
• To add a field, click on an "Available Field" which will add it to the "collapsed Fields" section. From there, you can then drag the field to the "Visible Fields" section to display it on the screen.
• You can also drag a "Visible Field" to the "Collapsed Fields" section. If a field is removed from either "Visible Fields" or "Collapsed Fields," it will not be available on the screen or in the column selector, the next time you access the screen. 

Location

We're excited to announce that the Location functionality is now available. The Location Tab allows you to record and view client geographic location information with a location type of "Address". You can also view, edit or add client information directly within the Location Tab.

You can now add  and view client geographic location information with a Location Type of “Address.”  

The system will display previously recorded location information in the location results and on the map. These results include the Address, the Date,  the Type, and additional icons. Location records are sorted by Date.

The system will display an icon for any record that has a note associated with it. Hovering over this icon will display the text of the note.

A star icon indicates the client’s current location.

Search and Filter Options

Search Options
The client Location tab has advanced search and filter options. You can search the location records by “Address,” “Name,” and “Type.”

Filter Options
You can filter location records by Type:

• Address
• Status: Active, Inactive or All

Housed and Sheltered Icons in the Location Tab

Icons with  tooltips associated with the Housed and Sheltered functionality are also used within the Location tab. Hovering over the icons will provide more information. 

Add Address
To add an Address location, click the Add icon and then select Add Address.


The Add Client Location pop-up will display and you will enter in the details for each of the following fields:

1. Select the most appropriate address type.

2. Enter a Name for the address type (e.g., "Seaview Home" if you select "Home").

3. In the Address Field, you can manually enter the address or use the map feature to select an area, and it will automatically find the address for you. 

4. Indicate the date of this location, along with whether it is an active location.

5. Lastly, enter any additional notes for this location if needed.

Privacy
Privacy settings are controlled by clicking the Lock icon in the top right corner of the pop-up. When you enable privacy, a confirmation message will appear, stating "Proceed with Private Address." The Privacy icon and functionality is only available for added addresses.

Editing Locations from the Location Tab 

To edit existing location records from the Location Tab, simply click on the desired location and then click the edit pencil icon. This will allow you to manage the address and field interaction details.

Referrals

Referrals Tab on Right Sidebar

The client profile now includes "Program Referral" and "Community Queue Referral" information in the sidebar. Please note that these sections will only appear if the client has an active referral to a Program or a Community Queue, and will be visible based on the user's access role. Each of these sections has a number indicating how many referrals the client has, along with a dropdown arrow. This arrow can be clicked to expand the section and view more detailed information.

Program Referrals

The Program Referrals section now displays the number of active and pending program referrals for the client. When you click the drop-down arrow to expand this section, you will see the name of the program and the agency. Additionally, if you click the arrow to the right of the agency name, you will be redirected to the "Referrals → Pending" page in the current Clarity interface.

Community Queues

The Community Queues section shows any community queues where the client has a pending referral to a community queue. When you click the drop-down arrow to expand the section, you will see the name of the community queue. Additionally, if you click on the arrow to the right of the community queue name, you will jump to the Referrals → Community Queue Page in the current Clarity interface. 

Referrals on Left Sidebar

The new Clarity interface now includes a "Referrals Tab" on the left sidebar. End users can click on this tab to view all referrals for the client. Referral details, along with any relevant icons and tooltips, will be displayed in the default view.

You can click on the column selector to customize the view. The column selector has Available Fields that can be added to the Visible Fields section or the Collapsed Fields section. 

Private Toggle

The new Clarity interface now includes a Private lock icon to indicate whether an item is private or public. The following can be marked private, meaning they will not be visible to other agencies: 

• Client Enrollment
  
• Client Assessment
• Client Notes

The lock icon is located at the top right corner of an enrollment, assessment, or note and is set to public by default. You can hover over the lock icon to see a tooltip indicating if the item is marked as private or public.

An end user with access to manage privacy can click on the lock icon and  a privacy pop-up appears so they can update the privacy to private here.

The end user with access to manage privacy can use the same process to change privacy to public.

Attendance Service Deletion 

We’re excited to announce that end users with the access rights "Delete Agency Services"  or "Delete Any Agency Services" can now delete attendance services in the new Clarity interface. An end user (with the access rights) can open an attendance service from the Services tab in the left sidebar or the program-level Services tab and click the “Edit” icon within the service record.

End Users can delete attendance dates one by one or select one or more dates to delete.

Once you have made a selection of attendance dates to delete, you will see "Are you sure you want to delete?" with "Cancel and 'Delete’ buttons at the bottom of the page. If you click Delete, the attendance date(s) will be deleted. If you clicks Cancel, the entries are not deleted.

Tooltips

Rich tooltips have been added to the new Clarity interface. You can now hover over icons within the interface to view clear, concise information. Here are some new tooltips.

Note: to view a complete list click here:

Alerts and Warning Banners

With this update, additional Alerts and Warning Banners have been added to the new Clarity interface. The following warnings have been added:

Client Profile Warnings

No Contact Information Warning

For clients with missing contact information in their record, a warning will now be visible on the top right of their Client Profile. When a user with appropriate permissions clicks on this warning, they will be directed to the Contacts tab to make the necessary updates.

Program Enrollment Warnings

Housing Move-In Date Warning
When  working in a program enrollment screen, a warning message will appear if the move-in date for the Head of Household is prior to the enrollment start date. 

Aging into Adulthood and Aging into Adulthood Soon Warning
When  the "Aging into Adulthood" notification setting is turned on, a warning will now appear on the program enrollment screen if the client is close to turning 18 or has turned 18 after the Program Start Date.

For clients who have already turned 18, an "Aging into Adulthood" warning will now populate on the program enrollment screen. This warning will appear based on the "Aging into Adulthood" notification setting configured by the System Administrator.

Program Warnings

Head of Household Warning
For an enrollment missing an active Head of Household, a warning message will appear on all program screens.