627 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.
20 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…
10 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.
10 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…
9 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! =)
10 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
14 votes -
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!
4 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.
6 votes -
Enter clients into units directly from inventory system
It would be really efficient if we could go to a specific unit in the Inventory page and enter/exit clients from there, rather than clicking on client, program, unit, add unit/bed.
Could this be done?
4 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.
16 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.
11 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…
7 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.
5 votes -
Allow negative dollar amounts for the custom dollar fields
We use Clarity assessments for creating budgets for the client, and in particular have an automatic calculation on a dollar field to compare income to expenses. Occasionally clients will have a negative balance here, where expenses exceed income, which would manifest in the field as a negative number - but dollar fields aren't currently built to allow you to save a negative number.
This creates a problem as we need to know if a client is operating at a deficit in order to best know how to help them.
Would it be possible to tweak the dollar field so that…
2 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.5 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.
2 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.
7 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).
11 votes
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