640 results found
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More granular filtering in Outreach map
Similar to these 2 ideas, we would like the ability to be able to filter the clients shown on the Outreach map by their program type enrollments. In our use case, we would like to limit the results to only those clients who are enrolled in a Street Outreach or Homeless Prevention program.
https://ideas.bitfocus.com/forums/930328-clarity-human-services/suggestions/49418741-filter-outreach-tool-by-case-manager
https://ideas.bitfocus.com/forums/930328-clarity-human-services/suggestions/44284701-more-filter-options-for-outreach-map2 votes -
Front End Data Validation for Income, Non-Cash, Health Insurance., Disability
Users are able to have inconsistent data when they enter Y/ N to income, non-cash, health insurance and disability and have or do not have sources. Currently there is a warning that pops up when these occur, but we would like to prevent the user from saving the record with these data entry inconsistencies.
1 vote -
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 -
Enrollment dates for other members of households
When updating households that have a Head of Household with an existing enrollment it would be beneficial to have the newly added family members enrollment date be defaulted to the date of the head of household's enrollment vs today's date. This would create less household issues to cleanup later.
1 vote -
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 -
Update Headers in [JRSD-103] Zip Code Jurisdictional Breakout
Currently [JRSD-103] Zip Code Jurisdictional Breakout
provides data on individual clients and on families. Without knowing the exact logic behind the report I would assume "families" is accounting for Clarity households, not only families with children. If the report could be updated to give counts on the number of clients AND the number of Households, rather than "families", there would be a more clear distinction.1 vote -
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 -
Update Program to Project system wide
Please update the system to align with the data standards terminology by replacing program with project where applicable. We have to do a lot of extra work to explain to users (via documentation, training, etc.) that the system labeling isn't consistent with the definition of project. Thanks for your consideration!
1 vote -
Program ending also ends inventory automatically
Because of the LSA, we found out we had closed out programs that still had inventories open. Please make it so that the system ends everything with an open date with the same ending date as the program end date. There's no reason to have open bed inventory when the program ends.
3 votes -
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 -
Ability to copy programs during configuration
A customer inquired about the ability to copy a program when doing configuration. This would be a huge time saver when configuring all programs during an onboarding.
A sys admin could set up one program, copy it for programs that share the same settings, and just need to update the program name.
17 votes -
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 -
Toggle for when a person passes away
Would like to have a way to mark a record for when a consumer passes away.
4 votes -
Ability to Customize the "More Info" Section for Pentaho Report Descriptions
It would be very helpful to have the ability to customize the "More Info" section that appears for Pentaho/Report Library report descriptions in each HMIS instance system settings.
2 votes -
Remove ability to deny a Direct Referral to a Community Queue
Currently if you deny a Direct Referral, you have the option to reassign the client to any Community Queue, regardless of if the client has an assessment for that queue (or any assessment at all). This results in an uncontrolled backdoor to ANY Community Queue.
As our community has expanded the use of Direct Referrals, we are getting individuals placed on queues that are supposed to have high thresholds for placement, or that are only intended for certain subpopulations. This function subverts the logic that you need an assessment to be placed on a queue, which is consistent everywhere else…
6 votes
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