409 results found
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Report request: client detailed report
If a client requests a copy of all their data in Clarity, CMs have to print at least nine of the client level reports and the program details report (followed by editing/filtering each of the spreadsheets to only the one client's data). This is an extreme amount of work for Case Managers - or system admins. We would like to request a report or dashboard that compiles all data for individual clients that is easily accessible.
The report would need to include:
profile screen
enrollment and exit screen
services and custom assessments with details
status and annual assessments with details…11 votes -
Chronic Homelessness Live Marker
Creating a Chronic Homeless Live Marker from data entered in the CH core Data Standard fields on enrollment screens such as 3.08 and 3.917, which would allow Admins to do nifty things like include it on CE Assessments or as conditions for Assessment Processors.
25 votesThank you for your feedback. We are currently reviewing this request.
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Prevent uploads of "Client Files" to "Client Forms" section
User Story:
As a case worker in a CoC agency, I want to upload client documents and files so that they'll be visible to the care team wherever they're needed in Clarity.
Priority: Level 2.5 (Impacts entire community; a system/process allows us to accomplish our goals but it is time-consuming and burdensome)
Description & Rationale:
Clarity has two sections under a client's Files tab (https://oahu.clarityhs.com/clients/{{clientID}}/file)—Client Files and Client Forms—and as currently implemented they are terribly confusing for end users. The platform affords no way for admins to prevent the mistakes that the UI design leads to, which are costly…
8 votes -
Allow ROIs Uploaded by Agencies Who Go Inactive to Remain Valid
Currently, if an agency is inactivated, all ROIs uploaded by that agency become invalid and any clients relying on those active ROIs get an "ROI missing banner". Our ROIs are set up for the entire CoC, so the agency uploading them is not relevant to the ROI's validity.
Please add an option so ROIs can remain valid, even if the uploading agency has been inactivated.
10 votes -
Update the Eligibility function to allow household size based on enrollment size
According to the Program Setup: Eligibility page it's noted "When establishing eligibility criteria based on Poverty Guidelines, household size is calculated based on the client's "global" household (the client-level household) and is NOT based on the number of members in a group enrollment." It would be extremely helpful if there was an option to allow household size to be determined based on the enrolled household members using the eligibility function and not at the global level. Is this an option BF is looking to add to Clarity HS in the future?
9 votes -
Assign more than one case manager / allow Care Teams to get all notifications
We have a lot of different folks on care teams in order to get people housed. Adding people to a care team in Clarity does not mean they will receive notifications about the client's referral and housing status. It would greatly improve coordination of care if people on the care team actually received all notifications regarding the client. That, and /or the option to add more than one Case Manager or Navigator (either by additional field, or changing that field type to a multi-select, or both) so that providers working with clients are kept informed.
17 votesThank you for your feedback. We are currently reviewing this request.
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Include referral notes in Basic Shared with access rights toggle
We're having an issue where certain housing navigators are not able to see or leave referral notes if they are not working under an agency that sent or is receiving the referral. Our community voted to set Service/Programs/Assessments/Events Placed as "basic shared," and because these are all grouped together, we can't open up sharing for referrals for certain access roles because the agency sharing settings override any access role permissions. A solution to this would be to include referral notes in Basic Shared, since leaving a note is not changing the status or behavior of the referral in any way.…
14 votesThank you for your feedback. We are currently reviewing this request.
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Tag users in referral notes / messages - or be able to have more than two people on a message thread
It would be great if in the body messages, such as the referral notes, you could tag other users so they could be brought in to the conversation easily to discuss the client in a thread - or be able to have communications with more than one other user on a single thread.
13 votesThank you for your feedback. We are currently reviewing this request.
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Clarity Looker and SQL Analytics Documentation
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.
35 votes -
Block ROI Uploads from an Agency
Our CoC creates partnership agencies, which allow workers from multiple organizations to access their collaborative projects. We want all new client profiles and ROIs to be created under the primary program agencies.
Please create an option to block users from being able to upload ROIs if they are logged into specific agencies.
7 votes -
Sharing on Program Level
Sharing set at a program level instead of an agency.
Departments do not work like they should for programs like RHY. It would be better to have more flexibility on where visibility can be set.14 votesThank you for your feedback. We are currently reviewing this request.
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Request to Add preferred pronouns" data field to XML schema for DIT purposes
Eric Jahn I creating this request per Kerri-Lynne's request. See details
in JIRA : https://clarityhs.atlassian.net/browse/DM-1992Do we have a plan to add the preferred "pronouns" data fields to XML schema for DIT purposes?
6 votes -
Ability to filter custom fields in Looks, etc.
It would be beneficial to have the ability to sort/filter reports (including Looks) by custom-created fields.
11 votesThank you for your feedback. We are currently reviewing this request.
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Add a "Training Site" banner to training sites
Users might forget that they are logged into a training site. It would be helpful if there was a banner at the top of the interface to let them know that the site they are on is a training site.
4 votes -
Start Date and End Date Validation
Before saving a Start Date or End Date, validate the date is a valid calendar date. This could also check for dates recorded prior to 1/1/1915 as noted in HMIS Reporting Glossary. This could also check for dates in the future and give a warning message when the user saves that it is a date in the future to confirm accuracy. This could apply to both enrollments and services.
7 votesThank you for your feedback. We are currently reviewing this request.
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Create a separate access right for the referrals tab in client records
Currently the Referrals access right allows both the Global REFERRALS tab and the REFERRALS tab in client records. There are multiple use cases where we need users to have access to one or the other but not both of these. We would like to be able to separately assign rights to the referrals tab in client records. Thanks!
8 votesThank you for your feedback. We are currently reviewing this request.
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Update Unit Status in Batch
Customers have asked for the ability to update the status of multiple units at one time (update in a batch). For example, a building and units were set up to prepare for a new building to come online. Units were set to inactive so they would show on the dashboard until the agency was ready to begin leasing up the new building. When the agency is ready to begin lease-up, they need to change hundreds of units to active.
As a property manager, I want to update the status of multiple units at one time so that I can efficiently…
12 votesThank you for your feedback. We are currently reviewing this request.
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Allow custom fields related to Referral Status to be added to a Referral Screen
As communities develop more complex Coordinated Entry Systems, more flexible referral status tracking is becoming a priority. It would add significant flexibility if system admins could add custom fields to the Referral Screen to capture additional details about referral's status. For example, adding a follow up question to "Reason Denied" to capture an additional layer of detail about why a referral was denied.
11 votesThank you for your feedback. We are currently reviewing this request.
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Stand Alone Looker Organization
We would like to be able to see in the stand alone looker which reports have been published to Clarity, the last time they were viewed, and be able identify which reports use specific fields as they change and/or become obsolete so that we can identify looks that are going to break.
5 votes -
Standalone Building name needs to be distinct
When you create a site of type "Standalone Unit", the system creates a default Building called "Standalone Site Building". If you have multiple sites of this type, you cannot tell them apart in the filter. Please update the naming convention to include the site name in some fashion. That puts the onus on us, the customer, to choose distinct Site Names, which I think is appropriate. I suggest "Standalone" + "Site Name", but I am open to other ideas.
8 votesThank you for your feedback. We are currently reviewing this request.
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