619 results found
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Sum of financial assistance household has received (by type)
A summary page or report that lists out the amount a client has received in total by funding source. Currently staff need to manually look at each service transaction and sum up the amount. This is prone to errors. It would be best if staff can easily see how much a client has received in a specific funding source. For example, how much HIF or Destination:Home funding they have received in the client's history.
41 votes -
Ability to add children to multiple households
Our community is running into an issue where children whose parents are separated but both receiving services have multiple client records made for them to avoid creating households that connect separated partners. (A child has a different record associated with each parent.)
We need a way to associate children with each parent's household without having their parents be in the same household that doesn't require duplicative records and ideally minimizes overlapping enrollments.
16 votes -
Add program exit destinations and addresses to the GNRL-106 program roster
It would be helpful to include program exit destinations and their addresses in the program roster. Adding this information would assist service providers in accurately tracking and evaluating exit destinations, as well as the locations where participants are being housed. This would also help identify any incorrect exit data.
7 votes -
90 days Inactive Notification
As an HMIS Lead for our CoC, we would benefit from a toggle that would send notifications to assigned staff who have a clients who has been inactive for more than 90 days. We're finding that many clients in our HMIS are remaining open with no contact and we're hoping to prompt a reminder for the case manager so that they will update services, case notes, or CLS as needed.
We're hoping that this type of functionality might be similar to the toggle that allows end users to receive reminders for annual assessments.
Priority: Level 3
13 votes -
Assigned Staff - Program Roster - Need a current Staff List Field - All Current staff
I need a current Staff List Field that rolls all active staff per enrollment into one cell. Without this my roster in looker will generate double records. Some functions are not available for the version of looker I am utilizing. If a developer could add that field that would be great! =)
7 votes -
Current Unit Description Character Limit
Currently, the unit description textbox related to Clarity Inventory is 255. This is too short for many providers and should be higher.
5 votes -
6 votes
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Ability to Assign Additional Agency Access in Bulk
As a sys admin, I would like to assign additional agency access in bulk. For staff such as matchmakers who need access to all agencies in the system, it can be very time-consuming if you have to assign each agency to the user individually.
15 votes -
Looker - Household Engagement Date
A Looker field for Household Engagement Date that functions similar to Household Housing Move-in Date. When pulling for the number of persons engaged, the other household members (i.e. children) will not be counted because the engagement date is not collected on their enrollment screen.
10 votes -
Goals Template
You can only enter the service category for a service-based measure. It would be much more helpful to be able to choose the specific service item name instead. The categories are too broad to use them as measures.
4 votes -
Add Program Setting to Allow or Disallow Direct Referrals
We often get users making "direct referrals" from the Referrals tab on the client profile page in error (they should instead be making a referral from the queue). There is currently a setting on the Program page called "Direct Unit/Bed Referrals", which is related to Inventory. It would be great if there was setting called "Direct Referrals" (options could be Disabled, Optional, Required) to first determine if any direct referrals are allowed to the program. Then the "Direct Unit/Bed Referrals" setting could be sub-setting to determine the parameters of the direct referrals (if allowed).
10 votes -
field geolocation- display on location tab
Greetings- We have recently added a new field for geolocation to the clients enrollment to add zip code of last permanent address. However, if we choose to display this in the location tab, the type shows up as "field geolocation" instead of the field name. We would like to see the field name appended to the field geolocation type (or the field displayed in another column) so that users can differentiate what field geolocation data that are viewing on the location tab. The user would have to find the enrollment where that data was collected to understand what data was…
5 votes -
DIT delete services
Currently, the DIT only allows the deletion of services if those services were previously imported by the DIT.
It would be great if either the DIT delete feature were expanded to non-imported services, or another option entirely were developed to allow for the bulk deletion of services.4 votes -
annual assessment contraint
I would like to add a constraint for users to not allow them to add an annual assessment that is out of the required 60 day range for HUD annual assessments. This is a common DQ issue that could be handled in data entry rather than in a DQ report.
6 votes -
Change Program Availability Setting Interface and/or Add Audit Log
To change the Program Availability (from "Full Availability", "Limited Availability", or "No Availability") the user just clicks on the name and the text color for the selected option is darker. We frequently have users accidentally changing the setting because there is not "save" feature to change the setting and they don't notice the subtle color change. If we can't get the screen changed, then it would be helpful to have an audit log on this screen so we can identify which users keep switching the setting by accident so we can educate them. Thanks!
10 votes -
Add Unique ID barcode to GNRL-106
Requesting to add feature to include clients' Unique ID in barcode format to the [GNRL-106] Program Roster report. The barcode could be its own column or placed in the same box as the existing Unique Identifier column akin to the [CLNT-103] Photo ID Card
As we are implementing the Attendance Based Feature for our CoC, this is a question that some of our providers are asking about for easier barcode scanning of their clients.
2 votes -
Add an option to identify pets as a “Household Member"
User Story:
As an outreach worker who works with unhoused individuals and their pets, I want an option to be added that identifies a pet in the “Household Members” section so that we can link the pet to the owner, have an accurate representation of family size, track safety and liability, and know who the client will be taking with them if they were to receive housing. We provide services to clients AND their animals, and we propose a comprehensive set of criteria to be included such as:
- Photo Entry
- Breed
- Age
- Name
- Color
- Microchip status
- Vaccination records
- Size
- Temperament
- …
36 votes -
Auto Offline End Dates
Currently, you have to specify a period of time to make units automatically offline at program exit. It would be useful to have an option to make units offline indefinitely with no offline end date. To get around this, we make the offline period a very long time, but then users are confused about this random end date way out in the future. Also, users cannot clear out the end date from the Inventory dashboard, which would be very helpful.
9 votes -
Ability to Enable/Disable Service Notes
All services automatically have a "Service Note" field where notes can be entered. Agencies have requested that this field be disabled for some of their services as they do not want staff inputting notes here. However, there is not an ability to do this on the back end. It would be helpful if when setting up services, admins would have the ability to enable or disable the "Services Notes" field from displaying.
17 votes -
Show which agency is currently selected on the agency list
It'd be nice rather than dissapearring the currently selected agency from the agency list, if it were highlighted.
I'm occasionally going down the list agency-by-agency, and it'd help to know which one I'm currently on.
Makes it easier to confidently select the next agency.
1 vote
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