We have an assessment that chronicles the housing status of our clients. We would like there to only be ONE assessment so users are redirected to updating the existing one.

Can you add a toggle that would block any additional assessments from being completed if the client's account already has one?

It would be really great if we were able to search by participant phone number. I get a lot of calls where I can't fully decipher the name they give me on the voicemail message but they leave a phone number. I can sometimes​ call them back and figure it out of course, but it's really helpful to be able to find their name for folks whose phones don't work/turned off, etc. This makes it much easier to follow up with their housing.

Services and Referrals that are on the templates the are already in the system should pull over into a copy of the template. This will ensure that all the correct Services and Referrals are on the template copy. Having to recreate these services and referrals take time away from the other work we already need to be doing.

Allow System Admins to link Agency based assessments and services to specific programs

It would be really great if we were able to search by participant phone number. I get a lot of calls where I can't fully decipher the name they give me on the voicemail message but they leave a phone number. I can sometimes​ call them back and figure it out of course, but it's really helpful to be able to find their name for folks whose phones don't work/turned off, etc. This makes it much easier to follow up with their housing.

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.

Include Funding Code, expense amounts and dates, and Service notes in the first excel sheet of the report.

It would be help to have a recurring schedule options of the reports within the schedule option now. Currently, an user is able to schedule reports for each day they want the report initiated. It would be extremely useful to have an option to run reports daily, weekly, monthly, etc..

Implement support for organizations utilizing SSO (SAML, OAuth, OpenID). This would be a great help in securing and managing access.

When we go in to enter services for a CORE Mobile Outreach client, we would like a drop down menu that we can use to toggle services after entering the service dates and vendors. At the moment, we have to enter each individual service one by one, which is extremely repetitive and time consuming.

Example

Service start date: 1/1/2021 Service end date: 1/1/2021
Vendor: Team A

Services
Toggle slide Emergency supplies
Toggle slide Animal services
Toggle slide DMV

Referrals
Toggle slide Concord Care Center
Toggle slide Warming center

Linkages
Toggle slide HCH Mobile Clinic

Save

When selecting a vendor in the Service screen, the system currently allows the user to add an option not listed in the Vendor dropdown. It then adds the string the user typed in to the list of Vendor records for their agency. It would be nice to be able to enable/disable this capability for specific services.

If System Admins can upload Custom Services through the XML DIT, they should also be able to delete Custom Services. Our organization recently integrated a new agency into HMIS with a large quantity of custom services, but one of those services is misleading and should be removed from the system. We have no way to do this because "custom services are not supported for deletion using the DIT, only HUD-defined services".

It would be useful to be able to link files to specific services. For example when we enter a Rapid Rehousing financial service I'd like to be able to link the associated file back up to that specific service.

Hi Clarity Devs,
It would be helpful to have the ability to select the time at which a schedule report should run. Each time I schedule reports for a day, they haven't run by the time I'm up and need them around 6a. Allowing a user-specified time for the report to run instead of an arbitrary time on the selected date would solve this issue.

The list of attendance services is very large in our community, often resulting in 50+ pages of services. When in the attendance module to select a service to view, we’d like the following enhancements:
Add a search box to allow the user to easily locate the service they want to work with. This should mainly be a search based on service name, but also allow for an advanced search on type (attendance or reservation), program linked with, or service category.
Add a column to the view that shows which program the service is linked with.

Allow for the ability to reorder slots in the service setup. Currently they are limited to the order they were created in. This is an issue when trying to organize rooms that are created later but need to be grouped with other rooms within the same section.

Allow for the ability to mark a slot offline (with a date range), as well as a dropdown for the reason offline (maintenance, staff use, etc). This should be able to be configured directly on the bed reservation page by the service provider without having to access the setup/management pages.

Allow for the assignment of multiple clients per slot to facilitate household data collection. Currently, only one person can be assigned to a reservation, and this makes households difficult to pull data for. It would be much more streamlined if providers could assign multiple clients to a single room and have that reflected on the slot view as well as when pulling reports/Looks.

Add New Option on Services to Allow/Disallow Future Dates

Can we add a feature that will allow sys. admins to control whether or not users can date services past present date? i.e.: a on/off toggle that can be toggled off, if we don't want users to extend their service dates past today's date.

Reason for this being that many users are getting complacent in recording bed services, so instead of manually inputting services for a day at a time, they record for weeks to months resulting in inaccurate data and reporting.