43 results found
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change referral case manager
The case manager who made referrals to the queue transferred out of the department but is still actively using the same email address. Her HMIS access is inactive but she's still receiving email of all the updates from the system - there's no way to change the referring case manager's email. Please add a functionality to change or update the referring case manager.
5 votes -
New Interface: Add Unique ID to Queue List
Our matchmakers would like the ability show the Client Unique ID in the queue results in the new interface as an alternative to the client name. This leads to a better use of the queue for a PBNL since it is anonymised.
3 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.
3 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.
6 votes -
Prompt new referral to CQ when a new CE assessment is completed
Is there a way to automatically remove households from the current Community Queue when a new VI-SPDAT is completed, so they appear on the correct priority list?
For example, if a client originally completes a Singles VI-SPDAT and later completes a Family VI-SPDAT, they remain stuck on the singles queue. We need a way for the system to automatically remove them from the singles queue and allow the family VI-SPDAT referral to appear on the family queue instead.
The only solution we have found is deleting the old queue referral, and re-referring to the queue from the new VISPDAT. We…
11 votes -
1 vote
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New Interface: Community Queues - retain sorting set by user
The new interface allows me to sort each community queue by fields I've chosen to view, and even change the direction of the sort for each field, which is great. However I have to re-do the sorting every time I come back to the queue. Can you allow the sorting I did, to be retained for the next time I view that particular queue?
1 vote -
Allow referral notes on snoozed records
Currently the system doesn't allow you to leave referral notes on snoozed CQ records. We snooze records if clients aren't yet chronic but will become chronic after a period of time, and sometimes navigators are assigned to snoozed clients to get the ball rolling for a potential housing opportunity. It would be great to be able to leave notes on the referral record to document any progress even if the record is snoozed. Thanks!
3 votes -
Use Program Site Address on Referral Map Instead of Agency Address
In both interfaces the referral map is based upon the agency address instead of the site address assigned to the program. This is problematic because if an agency has multiple sites they do not want case managers sending them to the agency address since that is usually the administration office. They want to send them to the actual program address which is set by assigning a site address to the program.
1 vote -
Referral Tabs - Ability to Sort by Date
When looking through the completed and denied tabs, some of our partner agencies are having to go navigate to the 10, 15, 20th page of clients to get to the most recent completed or denied referrals. There is the current ability to sort by date, but it is only oldest to newest. It would be extremely helpful to be able to sort newest to oldest. Thanks!
8 votes -
Add Null Condition for Tracked Characteristics
We can't filter on tracked characteristics when the question is not answered. This is important. For example, when a custom total monthly income question is left blank is different then when the total is less than <1. There is no way to include null answers in filters for tracked characteristics.
1 vote -
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).
11 votes -
Program Eligibility Section
I have a suggestion. Under the section that shows the program enrollment and eligibility, it would be helpful if all organizations filled out their requirements to get into there program. This way, when i am looking to refer my clients to a program i can easily see the requirements for entry. However, I've tried to find a section where i could add my program's requirements so they appear in the referral section, but i haven't been able to locate it. I'm not even sure if such a section exists for adding eligibility details for others to see.
2 votes -
Check in audit log
We would like to request that the check-in function on a pending referral and located on the client profile be visible on the audit logs so that we can confirm who checked someone in (and where they did so)
2 votes -
Referral Beds Availability section
I have a suggestion. When I'm in a client's account and click on the referral tab to choose an agency for a referral, it would be helpful if agencies providing housing, like the Navigation Center and Five Keys, could show live tracking of available beds. Has this feature been discussed before? I'd love to hear your thoughts.
1 vote -
Reassigned date visibility
We would like to propose that the reassigned date be more visible on the pending referrals screen. We utilize queues and there is very often confusion when seeing the referred date (date referred to the queue) and the reassigned date (referral reassigned from the queue to a program). Because referrals are often time sensitive - the addition/visibility of this date is very critical for our community.
1 vote -
I would like to see the new interface automatically when I log in instead of having to switch it over using the arrow
I would like to see the new interface automatically when I log in instead of having to switch it over using the arrow
1 vote -
CoCs should be able to customize denial reasons
Our CoC had agreed upon a list of denial reasons. We have been using this list for years. When we switched to Clarity, we learned that we cannot customize the list of denial reasons. We also cannot delete any of the reasons. Since the denial reasons don't seem to be HUD mandated, and CoCs can decide what those reasons are, why can't we customize?
22 votes -
Remove ability to deny a Direct Referral to a Community Queue
Currently if you deny a Direct Referral, you have the option to reassign the client to any Community Queue, regardless of if the client has an assessment for that queue (or any assessment at all). This results in an uncontrolled backdoor to ANY Community Queue.
As our community has expanded the use of Direct Referrals, we are getting individuals placed on queues that are supposed to have high thresholds for placement, or that are only intended for certain subpopulations. This function subverts the logic that you need an assessment to be placed on a queue, which is consistent everywhere else…
7 votes -
Retain Historical Opening IDs with Referral Connections in Looker
Currently, Opening IDs with referral connections can only be viewed in Looker's CE Model for referral status's that are Pending or Pending - In Process. Retaining historical opening id information for all referral status types (completed, denied, etc.) would allow for trend analysis on the length of time between when a unit is posted and the date a client is referred to the unit.
14 votes
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