581 results found
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Ability to edit denial dates
Having the ability to edit incorrect denial dates is very important for data quality in our CES/CoC. Users enter denial dates and they often don’t reflect the proper date. As of now, we are able to click into the denial date and enter a new one, but get an error message when trying to save changes.
11 votes -
Full Client Record Report
Our CoC is wanting to update our Policies and Procedures to allow clients to view their full HMIS record. We want to be able to pull a report for a single client that shows all of their responses to all screens, including entry, assessment, services, case notes, exit screens, etc., but the report needs to be dynamic to show the data elements that exist on that specific screen because different screens have different data elements.
8 votes -
Audit log for System Settings > Assessment Processors page
The Assessment Processors page under System Settings does not have an audit log. It is important to be able to track when Assessment Processors are added or removed from this page, so an audit log or some other tracking option would be helpful to track those changes.
16 votes -
Preferred Name Line
Have a preferred name line in addition to the legal name information. I have had clients that go by their middle name, or perhaps they are transgender and they go by a different name, or they have a street name that they prefer. It is important that other providers know that a client goes by a different name. Also would be amazing if that was also searchable because sometimes you encounter someone who only tells you their street name.
10 votes -
Add additional inactivity auto-exit exit date functionality so that exit dates can be set to the date the auto-exit takes place
The use case for this is coordinated entry programs. Currently, inactivity auto-exit functionality is limited, allowing the exit date only to fall on the last date of an eligible activity or the last bednight. These dates are designed to minimize overlaps in housing programs or shelters; however, this is not a concern when it comes to coordinated entry.
Many communities have time limits placed on when someone becomes inactive, and is thus no longer prioritized for coordinated entry. A great option for coordinated entry projects would be an exit date option that allows one to set the exit date for…
25 votes -
Remove Inventory Gap Warning for Overflow BUI date gaps
We receive a warning when there is a date gap between overflow inventory, but date gaps are to be expected due to the nature of that bed availability type. Therefore, the warning "There is a gap in the Bed & Unit Inventory dates for this program. Please update the Bed & Unit Inventory Start or End Dates as appropriate." shouldn't be applied when the gap is related to overflow inventory.
2 votes -
Add the ability to assign multiple services at once
In it not uncommon to provide multiple services to a client in one engagement. Entering services one by one can be time consuming, especially with the requirement to include a location (geolocation feature is not always reliable so it often must be done manually). It would be helpful to be able to select multiple services from a list and assign them to the same client with the same date of service and location. It would also be helpful to be able to choose multiples services when using the attendance feature.
18 votes -
Access roles assigned to specific assessments
When we create access roles in Clarity we can toggle on the ability to edit, delete, or create assessments with a client but it buckets all of the assessments together. It would be helpful to be able to select which assessments are assigned to which access role. For example, there should be a prevention assessor access role that allows users to complete that assessment but NOT complete the VI-SPDAT assessment.
7 votes -
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?
20 votes -
Cascade data from Head of Household to other family members in program screens.
Add an ability at the field level to cascade program data from the Head of Household to other program family members.
7 votes -
Ability to set min/max on custom fields when the Field Type is Number
For custom fields where the Field Type is set to Number, we would like the ability to set minimum & maximum values for the data entered.
For our use case, we are trying to record the number of residents within a given encampment who are either engaged or not engaged based on their current sleeping location. However, the field currently allows negative numbers to be recorded which should never be the case and would negatively affect our client counts in Looker.7 votes -
System Subscription Details License Drilldown
https://help.bitfocus.com/dashboard-subscription-details
It would be helpful to be able to drill down directly in the System Subscription Details section to the lists of users/agencies associated with the license seat count numbers. Currently we utilize Looker reports, but quick access from Clarity would be convenient.8 votes -
Deduplicate Looker results
When viewing results of a Looker query, it would be helpful to have functionality to deduplicate clients in the results so that each client appears on only one row.
2 votes -
Ability to Complete Assessments in Offline Mode
Some of our outreach-based end users need to complete assessments with clients in locations that are inaccessible for the internet. It would be helpful to have an offline version of Clarity or Clarity assessments where the data was cached and then uploaded when the end user reconnects to the internet.
5 votes -
Add an Audit Log Model in Looker
It would be very handy for users to be able to create reports of audit log activity rather than have to click in client by client and page by page to see this activity.
3 votes -
Remove Project Type Field on the UCT Screen
Having a project type field on the UCT screen causes confusion because reports pull the project type of the program connected to INVENTORY. If the field on the UCT screen does not match the program's project type, this has been a source of data quality issues. When these DQ issues occur, this cannot be fixed by a sys admin.
It appears the purpose of the field on the UCT screen is to control what bed dedication fields appear on the UCT screen. If the project type field is removed from the UCT screen, a program could be connected to the…
3 votes -
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.
1 vote -
Allow for Documentation for "no" Permission ROI
The documentation option goes away when a no permission is entered. We have to use the top files tab instead of using the upload pdf or e-sign options. It is a burden on case managers to add steps, and admins to check behind them.
1 vote -
Do not require end date for "yes" ROI Permission
The longest Default term that we can set for an ROI is 10 years. In our community, our ROI's do not expire until the client changes their consent. Therefore, we are forced to enter a "fake" end date because the system requires one.
1 vote -
Synchronize Behavior between the Availability Reservation system and the Referrals system
I came across the following scenario, which I believe will cause data entry errors for our users. The issue is that if a provider deletes a client’s reservation from the Availability screen, the opportunity becomes available, but the client remains matched to the opportunity. My recommendation would be to remove the delete button from the availability screen if a housing opportunity has a pending referral.
Scenario:
Client is referred to a housing opportunity through the Community Queue.
Reservation is deleted on the Availability screen
Opportunity becomes available for match again, but client is still matched to the opportunity in their…4 votes
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