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Clarity Human Services

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Clarity Human Services

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  1. It would be useful to have the following updated and pushed to "Data Analysis" section in the Help Center of the Bitfocus website, every time Looker or SQL Access has been updated:

    • A "Clarity to Looker Data Dictionary" showing all the fields available in all of the Looker models
    • A diagram of how the tables relate in Looker
    • SQL Access fields list showing all the fields available
    • A diagram of how the tables relate in SQL Access

    It would also be helpful to include field descriptions, HMIS metadata, table name, and name.

    24 votes

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  2. Events don’t appear in the History tab with the quick view "hover" functionality that services have. This functionality allows a user to save time when reviewing client history by hovering over the speech bubble icon to see the service note rather than clicking into each service one by one to review.

    For users who now use the Events tab to track the bulk of their client work, this quick view functionality has been lost, and as a result, their work to review client history has inadvertently been made more time-consuming and challenging.

    Given that Events behave similarly to Services in…

    19 votes

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    1 comment  ·  CE Events  ·  Admin →
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  3. We have had a recurring situation where the following takes place:
    1. Client has a “no” ROI recorded by Agency A with no end date (but has an unlocked profile)
    2. Client begins working with staff at Agency B and gives consent/signs ROI
    3. Staff at Agency B try to record this “yes” ROI but cannot; it throws an error for the ROI start date because there is no end date for the previous “no” ROI.
    Staff at Agency B cannot edit and add an end date to the “no” ROI because it was recorded by Agency A.
    Currently when…

    13 votes

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    1 comment  ·  Admin →
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  4. Users have expressed scenarios when automations will not prompt the removal of a client from the outreach map when appropriate. Allowing users this ability will account for the scenarios in which automations are applicable.

    19 votes

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    8 comments  ·  Outreach  ·  Admin →
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  5. It will be great if 'Assessment Measures' only shows data when the field has been answered and not all fields in the assessment that have been selected to be an 'Assessment Measure'. The current visibility is not ideal to case managers as they only need to see the data within the fields that have been answered.

    15 votes

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  6. When referring a client to a program via the Eligibility screen, the list of programs is currently sorted by Type ID, Agency ID, Program ID. Instead it makes more sense for these to be sorted by Type ID, then Agency NAME, and Program NAME. Since we are able to control the names for our programs, but not the ID number, this gives us control over the sorting which would be ideal.

    9 votes

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    1 comment  ·  Referrals  ·  Admin →
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  7. Currently, if the assigned staff for an enrollment is changed, the start date for an enrollment type care team member does not reflect the date of this change and instead shows the project start date regardless of whether or not the staff member was the client's assigned staff at that time. We would love to see the new assigned staff's care team member start date reflect the day the assigned staff changed rather than the project start date. This would help us track when a staff member (especially navigators) were assigned to a given client.

    8 votes

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  8. Either use the existing [STFF-106] report and add a parameter to select either Client Notes Hours, or Service Hours. OR create a new report under the Program Based Reports category.

    Still need the ability to select by Program and User.

    Increasingly our funders and stakeholders are asking for hours to be tracked along with Services. It makes sense to do both within the Services functionality AND be able to report out.

    4 votes

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    1 comment  ·  Admin →
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  9. Currently, the alert icon is not visible in the attendance module when the public alert is set to private. This is a request that this icon be visible to the agency that created the public alert in the attendance module for that agency.

    8 votes

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  10. Under funding source/grant activity there is no ability to delete. This is an issue if we make an entry in error and need to correct something that was entered previously. Currently you can add an end date, but this doesn't help if something was entered in error, incorrect data is reflected instead of being able to be removed.

    15 votes

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    0 comments  ·  Funding  ·  Admin →
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  11. Client Unique Identifier (UID) is only visible on the Client Profile tab. Our users would like to be able to see the UID while navigating through all client-related tabs including History, Service, Programs, etc. Our users suggested including the UID to the right of the client's name in the header.

    48 votes

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  12. The Data Import Tool seems to completely ignore the "DateDeleted" attribute on the Exit HMIS XML Element. If an Exit has been marked as deleted by setting a value to "DateDeleted", existing exists will not be deleted, and if that enrollment did not previously have an exit, that enrollment will be updated with the deleted exit date. This is a major problem as it makes it impossible to accurately import data from external sources, not only is there no way to remove an exit that was erroneously entered into the other system previously, but it is also actively importing garbage…

    3 votes

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    1 comment  ·  Admin →
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  13. On the Inventory Dashboard, under the Status section on Display Cards, Active statuses currently show as Blue; Inactive and Offline statuses, by contrast, are grayed out---even when an Inactive/Offline status is the current status. It would be helpful if all statuses were the same color and none were grayed out, so that end users are able to focus on what the most recent status truly is by its order in the list.

    7 votes

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    0 comments  ·  Inventory  ·  Admin →
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  14. Our agency has a lot of repeat services and staff members have requested having a feature where they could enter in multiple services easily (like a dropdown or quantity number), rather than clicking submit repeatedly to add them.

    4 votes

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    0 comments  ·  Services  ·  Admin →
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  15. We would like to request that the case manager receive a system notification when assigned to a referral. Currently users can only see this information if they go to the "Case Manager" tab within the Caseload tab.

    4 votes

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    0 comments  ·  Referrals  ·  Admin →
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  16. Use case: many programs have a general email address that is shared across program staff. These shared email addresses are often used to manage referrals to a program to make sure they are addressed as soon as possible.

    Currently, an additional user license would be needed to associate the email address with in order to receive notifications. In this case, the email notifications would be the only reason for the license. Ideally, this functionality would be available without using a user license.

    4 votes

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  17. We are requesting the ability to customize screens in more ways. As communities begin working on building out their own exclusively-digital, custom triage tools, there is a need to make the assessments screens more aesthetic and functional.

    Some ideas are ability to change text size and color on screens (fields, labels, warnings), ability to delineate sections with lines rather than just spaces, and the ability to customize the icon caution sign on screen 'warnings' (remove icon, pick a different icon).

    9 votes

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  18. Currently, users have the option to edit a service, unlink it from one program, and then link it to a different program within the Program Service page. They do not have the option to delete the service from the program level history page, instead, they have to navigate to the Client History page to delete the service.

    It would be beneficial if users also had the option to delete a service within the Program Service page.

    3 votes

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    0 comments  ·  Services  ·  Admin →
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  19. When a client passes away, and a provider exits them from their program with a destination of "deceased", auto-exit them from any additional active enrollments.

    41 votes

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    0 comments  ·  Sharing  ·  Admin →
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  20. Currently, the family_members live marker only counts households where there are 2 or more people. If there is a single person, the live marker counts zero. We would like the live marker to count 1 in that case. This is important because household size is used for CE assessment scoring and matching. Using the live marker would be the easiest way to maintain.

    7 votes

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