352 results found
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Bulk Service Placement by Caseload
It would be great if users could bulk add services based on their active case loads. They would see a list of all their assigned clients (or alternatively search bar where they could add todays clients to a list) and then assign a bulk service (or toggle multiple services) for all the clients on the list (or check off the ones it applies to). Perhaps new enrollments assigned to them could automatically show up on this list.
5 votesThank you for your feedback. We are currently reviewing this request.
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Enrollment type care team member start date when assigned staff changes
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.
9 votesThank you for your feedback. We are currently reviewing this request.
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Allow negative dollar amounts
For custom assessments that document and track budgets, we are unable to save the assessment if the total calculation of income related amounts vs expense amounts is a negative dollar amount. I am submitting this idea to recommend changing applicable settings to allow negative calculations.
4 votesThank you for your feedback. We are currently reviewing this request.
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allow the Events list to be alphabetized
Allow the list of events to be manually sort. (change the order they display)
4 votesThank you for your feedback. We are currently reviewing this request.
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Ability to delete services within an enrollment
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.
6 votesThank you for your feedback. We are currently reviewing this request.
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Variation on the [STFF-106] User (Client Note) Hours Tracked but using Service Connected Hours.
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.
5 votesThank you for your feedback. We are currently reviewing this request.
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Public Alerts Visible in Outreach
If a client has a public alert it would beneficial to have the alert icon show up in the outreach module (same place as housed status).
3 votesThank you for your feedback. We are currently reviewing this request.
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Screen customizations
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).
15 votesThank you for your feedback. We are currently reviewing this request.
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Ability to delete Grant Activity information
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.
18 votesThank you for your feedback. We are currently reviewing this request.
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Note who performed an assessment on the assessment history
Hello! Hope everything is going well.
We recently moved to Clarity from a different database, and in the past when you went to view the history of assessments completed for a client, the previous competing database was able to list who last created or edited the assessments in the list (So imagine the columns said Assessment Name, Date Completed, then Staff Completed as opposed to the way it is now). Is there any way we could make this a feature staff could opt into?
I suggested to this supervisor the Client Staff Data Activity Report as a workaround, but after…
3 votesThank you for your feedback. We are currently reviewing this request.
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Public Alert - Alert Icon
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.
9 votesThank you for your feedback. We are currently reviewing this request.
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Update DateDeleted Functionality in DIT
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…
4 votesThank you for your feedback. We are currently reviewing this request.
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add Head of household IDs to HMIS Performance Looker Model
It would be useful to have fields for Enrollment HoH ID, and Global Household HoH ID that can be added as fields to the HMIS Performance model.
This would allow us to run reports on household data and check to see who is the head of household at the enrollment level and at the Global level for checking the accuracy of the data.
This would help identify when global households separate into different enrollments, whether for valid reasons or not.
This would help easily create a report where you can see the enrollment household ID, household move-in date, the enrollment…
2 votesThank you for your feedback. We are currently reviewing this request.
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Link Coordinated Entry Enrollments to Community Queues
Link Community Queues to active enrollments in Coordinated Entry. Link it so when someone is exited from the Coordinated Entry project (both manual and auto) that they are automatically removed from any queues. This means that everyone on a queue is active in coordinated entry.
3 votesThank you for your feedback. We are currently reviewing this request.
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Audit log for users who have accessed a record
We would love a way to run an audit on users who have viewed a client record, even if they have not made any changes to it. Thanks!
14 votesThank you for your feedback. We are currently reviewing this request.
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Direct link to Bitfocus help pages
In the system currently, if one has questions about a particular page, they need to open another browser tab and navigate to the Bitfocus Help Center. Once there, they need to hope they are using the correct search terms to find the information they are looking for.
My suggestion is to have a link on each Clarity page that would take you directly to the relevant Help page(s) for additional information.
Example:
- On the ADD A NEW PROGRAM page > Link that would take you to How To Set Up A Program: Detailed Instructions (https://help.bitfocus.com/how-to-set-up-a-program-detailed-instructions)
- On…2 votesThank you for your feedback. We are currently reviewing this request.
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Credit expense feature
We are looking to have functionality created for us so that we could enter in credit instead of an expense. For instance, we pay for someone to stay at a hotel for 4 nights at $150 per night. Our fiscal department writes a check to the hotel for $650 paid upfront. The expense is then put into Clarity for check #123 for $650.
Then later on, since the person only stayed for 3 nights, the hotel sends us a check for $150. We want to be able to enter a credit into Clarity for (their check number) in the amount…
3 votesThank you for your feedback. We are currently reviewing this request.
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Create a case management plan and allow the ability to sign and print
We need a case management plan (it could be a custom assessment) that has the ability to individually print so that we can provide it to the client. Preferably they could also sign it. Unfortunately the custom forms does not provide as many features as the custom assessments or that could be a good solution.
3 votesThank you for your feedback. We are currently reviewing this request.
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Service Categories
I would love the idea to be able to edit service categories, similar to how we can edit note categories in the system.
2 votesThank you for your feedback. We are currently reviewing this request.
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Ability to print bulk scan cards
Sometimes there is a need to print many scan cards in one session. It would be great to have an option to print a bulk amount of client scan cards in one session, versus having to go to individual profile screens and print separately.
4 votesThank you for your feedback. We are currently reviewing this request.
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