689 results found
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Webhook Support
It would be helpful to have webhook support to get notified of api changes instead of having to ping your api on a regular basis. Specifically, we're interested in being notified when new referrals are created and when existing referrals are updated (status changes, field edits, etc.), but we’d also be interested in household/enrollment changes as well.
9 votes -
Merge Tool for Duplicate Enrollments
When utilizing the Merge tool to merge programs, there currently is no way to merge a duplicate enrollment for a client.
For example, a client is enrolled into a program as an "Individual" where case notes, services, or other information is subsequently added. That same client is then later - erroneously - enrolled into the SAME program as a "group" where information may or may not be added to that enrollment.
Currently, the Merge Tool does not allow to merge both program enrollments into a singular program enrollment. It would be nice for the Merge Tool to allow this feature…
10 votes -
Separate Public Alerts Rights From Notes
If you separate out public alerts at the agency level from notes as separate user rights then you can enable one without the other. The program restrictions on the same screen have already been separated out. Let's finish the design change by separating Public Alerts from notes.
8 votes -
CLS as Status Update
Currently, Current Living Situation assessments can be added to a template as an additional status screen, but it does not appear in the status update as an option to select (only status update and annual update appear). We would like for users to be able to choose a CLS as the status assessment.
13 votes -
Add time tracking to other service categories
Adding time tracking to other Service Categories, particularly Mental Health.
11 votes -
Link to Unit Card from Units/Bed Tab in Program Enrollment
Would like to see the details of the assigned unit from the units/beds tab in the program enrollment much like how one can now link from the unit occupancy page to the client profile... (https://ideas.bitfocus.com/forums/930328-clarity-human-services/suggestions/45587245-direct-link-to-client-profile-from-the-inventory-d)
4 votes -
Notify PATH staff before a client is auto exited
Notify PATH program staff before a PATH client is auto exited
5 votes -
Make initial occupancy start date blank by default on PH screens
With the new update as of April 2026, the initial occupancy start date defaults to today's date for programs that use INVENTORY. I don't think this makes the most sense for PSH/PH workflow. The only way to clear the housing move-in date is to scroll all the way to the bottom and clear the initial occupancy start date. The vast majority of the time, clients are enrolled in PSH projects before move-in, so staff will almost always have to remember to scroll down and clear this date before continuing with the enrollment screen. This will almost certainly lead to data…
5 votes -
Merge Clients: could we show client unique identifiers?
Could we have the part that displays the two clients merging on the righthand side also show the UIs? Currently, it shows name, DOB, and SSN, but in the case of a lot of duplicates these will be the same - making it harder to tell if you correctly placed the intended one as Primary. Thank you!
4 votes -
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.
44 votes -
Create an AMI Tracked Characteristic based on Program Eligibility
Allow for a tracked characteristic to be built off the AMI data uploaded to system variables to ensure that an AMI tracked characteristic can be created to directly match the AMI eligibility that is set up under a program. This will aid matchmakers in making appropriate referrals from the queue.
5 votes -
SPM raw data reporting
We woulike to be able to pull full raw data (preferrably in a canned report) for the System Performance Measures. It is not convienent to click on every single data point for each measure to see the clients; further, doing so does not provide the full dataset. The SPMs in Looker have errors and are not reliable. We want to be able to match the SPM data to other reporting/characteristics, such as to report the SPM measures by demographics. See below for an example of what Wellsky is providing (this one is for Measure Two: Returns).
Personal id Client id…3 votes -
VA Financial Services need to display the Financial Start and End Date on the History tabs
With the Oct 1, 2025 update, the VA Financial Services now appear on the History tabs with the "Date Provided" as both Start and End Date. Our users need to be able to easily see the Financial Start and End Dates. For example, if you pay October rent on September 25th, you only see 9/25/2025. We need to also see "10/1/25 to 10/31/25". Without those dates, it is very confusing to the users. Having to edit the service just to see which month we provided rent is not intuitive. Please find a way to add the Financial Start and End…
12 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.
23 votes -
Add location as a filter option on Community Queue
Our CoC is moving to a new referral model that is based on geographic location within the CoC i.e. referrals in the northern part of the CoC go to provider A, referrals in the southern part of the CoC go to provider B. We were able to add a map layer to visualize this for CE to complete an additional field to filter the queues by, but the Community Queue itself does not offer any mechanism to filter by already collected geography based fields.
2 votes -
New User Interface: When using the History section, could we display the same info as when an assessment shows in the global/program level?
Hello! In the History search results, could we please also have the format of the details match both the content and order as if scrolling Assessments sections? For example, could we have the history page show the name, created by, created on, updated by, and updated on?
3 votes -
New User Interface: When using the History section, could we please make it such that assessments in the search results are clickable?
Hello! Could we please make it so that, when using the History feature in the new user interface, clicking on an Assessment in the search result links you to that specific assessment to view/edit it?
3 votes -
3 votes
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New User Interface: Profile Picture
On the previous profile design we were able to click on the picture on the client profile and it would enlarge the picture so we could tell what the person looked like. On the new design we are not able to enlarge the picture.
It would be nice to be able to click on the profile picture and enlarge the picture while also having the option to change the picture. Or at least have a way to make the picture bigger to tell what the person looks like.2 votes -
Program Restrictions - Privacy Toggle
On the program restrictions screen, there is a private toggle. We want a setting that enables us to remove that private restriction toggle, so that all restrictions are viewable to everyone consistently.
2 votes
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