761 results found
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kguillen@lahsa.org
Improvement to the Auto Exit Feature - it would be nice to be able to customize which specific activities qualify as keeping a client's enrollment active related to the auto exit feature. For example, we would want "adding a client location" to not count for keeping an enrollment open, but we might want to include a new activity "creating an enrollment level case note" to keep an enrollment active.
1 vote -
Looker Services dimension for Is Latest Service per Client (Filter Dependent)
Due to reporting requirements from our jurisdiction, we need a way to report on the date of the latest service for one of two service items. Currently, only latest service within the category is available. Which is not helpful for the situation
1 vote -
ID Card - Include Middle Name
Include the Middle Name on the Client ID Card.
1 vote -
community queue
Can we have folks auto repopulate onto the queue if that's their exit destination from a housing project is back to homelessness?
1 vote -
Allow referral notes on snoozed records
Currently the system doesn't allow you to leave referral notes on snoozed CQ records. We snooze records if clients aren't yet chronic but will become chronic after a period of time, and sometimes navigators are assigned to snoozed clients to get the ball rolling for a potential housing opportunity. It would be great to be able to leave notes on the referral record to document any progress even if the record is snoozed. Thanks!
4 votes -
Care Team Management
Active care team members are automatically created by enrollments, however, they don't automatically de-activate when the participant exits. Either this functionality should be automatic or system level users should have the ability to edit. Not having this functionality causes displays of inaccurate care team members.
1 vote -
ability to write one assessment and have it apply to multiple clients
In some cases, an assessment might need to apply to multiple clients, similar to how a service can apply to multiple clients (but in niche cases it doesn't make sense to do this in services). Could we ever consider ability to have one assessment associated with multiple clients to save time?
2 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…
12 votes -
New User Interface: The Group tab icon and language within a Program enrollment can be clarified
The icon and language of the Group tab within a Program is confusing as it implies there are other group members in the household even when the enrollment is an individual.
Clarifying the icon and language can help reduce confusion when reviewing a client's record and enhance data quality.
1 vote -
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.
23 votes -
Unhiding Assessment Name in New Interface
In the new interface, the list of assessments shows created by, updated on, and any associated score, but to see which assessment these details pertain to, you have to click the down arrow to expand. It would be great if this was more visible at a glance without requiring extra clicks.
1 vote -
Making the SSN more accessible in new UI
In the NUI, to view the client SSN you have to click on the pencil icon to go to the edit screen and then click on the pencil icon again to view the SSN. Might seem like a small thing to have to do two clicks but when having to do this for large numbers of clients for a particular project these extra clicks can add up. Would request that you make the SSN visible through a single click similar to how it was in the old UI when you just had to click on the "edit" button.
1 vote -
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.
13 votes -
picture
We need to have participant's picture available on the search page, sometimes we have 10 people with the same exact name under search and the only way we are able to pick the right one is to be able to see their picture
2 votes -
Customer Portal: ability to edit documents after upload
Currently, once a user uploads a new document in the Customer Portal, they are not able to edit the document. Instead, a Clarity user with the right access role needs to make any changes or delete the uploaded document. It would be useful for Portal users to be able to make changes or remove documents that they have previously uploaded, for example if the document they upload is blurry or the wrong category is selected.
4 votes -
Customer Portal: "show password" option when creating account and logging in
Communities have received feedback from clients who have struggled to create their Portal account and log in without being able to see their password as they're typing. It would be useful to provide users the ability to "show password" as they're typing so that they are able to more easily access the Portal.
4 votes -
Prompt clients to confirm contact info on regular basis in the Portal
Some websites, like banking apps, periodically ask users to review and confirm their contact information is still accurate. It would be useful for this function to be able to be enabled in the Portal on a set frequency to ensure clients' contact information remains up-to-date.
4 votes -
Favoriting resources in resource directory
A way to favorite resources in the Customer Portal resource directory so users are easily able to find their most important resources, and add notes about them. Also have them appear on the Locations tab within the Portal for easy access
4 votes -
New User Interface: Your recent client searches:
The New User Interface is missing the "Your recent client searches:" on the Search page. I've had some users who would like to have this section back. That, or add a filter that allows the user to filter for clients they recently interacted with.
1 vote -
Schedule send on HUD annual assessments
Similar to how emails can schedule a send for another date and time, what if HUD Annual Assessments - or any assessment for that matter - could do this? This could help staff be proactive in cases where a HUD Annual is due while they are on vacation, and it would be late if they did it when they got back (but also would be too early if they did it beforehand). Thank you!
1 vote
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