544 results found
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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…
11 votes -
Care Team User or Program Setting (Not assign staff)
Some staff are data entry staff and automatically get assigned as a care team member. I would be great to toggle this OFF so that community members don't attempt to contact data entry staff for care coordination. This is especially true for NBN shelters, as they don't tend to assign case management at the point of enrollment. So, either toggle off at user level if they are data entry only OR toggle off at program if the care team doesn't mean the same thing for a particular program.
2 votes -
Integer/numeric field limits
For data validation, it would be helpful to be able to set minimum and maximum limits for numeric/integer fields. For example, if we use a 1-4 scale and someone enters "40", a user should not be able to save that data on the screen. While reporting and label/warnings can be used to help prevent this sort of invalid entry, it would be helpful if the system did not allow it in the first place if configured appropriately.
2 votes -
exit
An agency would like the ability to auto exit clients at 100 and 300 days. Currently, implementations can not specify the days; please allow the ability to edit the picklist for the number of days for auto exit threshold.
1 vote -
Staff Screen: Audit Log Section
From the lens of a agency/program manager or System Administrator, it could be extremely useful to have an additional section on a user's staff screen (https://instance name.clarityhs.com/manage/staff/edit/user ID) that contains an Audit Log record (potentially below User Policy).
I envision this:
- As being a section that highlights activities to a certain page/row limit but is also downloadable to a csv (potentially with a selectable date range)
- Being tied to an access role
- Being utilized for general audits for security and activity review
- Including general staff activity, report runs (with parameters), recent client searches, etc.Currently,…
1 vote -
Add filter and sort capability to Client Search result list
Often Client Search results are several pages long. It would be helpful to be able to filter Client Search results by location (city, SPA), age or age range, DOB, gender, race, program enrollment status, SSN or last 4 of SSN, etc. It would also be helpful to be able to sort results by the "late updated" date.
2 votes -
Embed Looker Dashboard on Public Website
Similar to the way users can embed individual Looks on a public-facing website, a customer would like to embed Looker Dashboards on public-facing websites.
6 votes -
List suffixes, last 4 of SSN, or other additional identifying info on Household Members list to the right of Client Profile
Some families have children named after a parent, leading to multiple persons with the same first and last name in the household. It would be much easier to navigate to the correct household member if there were their suffixes (Jr., Sr., etc.) listed by the name so you knew which one you were clicking. It would also help to ensure that the right person is assigned with the right member type. Right now, the display can be confusing and lead to errors being made.
10 votes -
automatic emails to HMIS Admins 30 days prior to funding ending
It'd be great if the system could/would send automatic emails when a funding source is set to expire and there will be no active funding source for a project.
2 votes -
4 votes
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An Access Role where the user can create new client records and edit them, but only have Read-Only access to all other clients
When training new HMIS users, we want them to practice creating new client records and editing the data in those records they have created. We also want them to be able to search for and read through other client records that others have created.
However, we DO NOT want them to be able to alter client records made by others. We have found that in the course of their training, trainees sometimes make accidental or uninformed changes to other client records. This results in the altered client record being partially inaccurate, inconsistent, and/or confusing. It takes us countless hours to…
1 vote -
Organize Assessment history by type of assessment
Hello! Hope everything is going well. Our staff migrated to Clarity from ETO, and one feature that ETO has that Clarity doesn't is the ability to organize the Assessment history (known as Touchpoints to their system). Instead of providing them all in one list, it sorts them by the Assessment type, making it easier to find the specific one you're trying to view, edit, or delete. This would be a great way to not only help existing Clarity users but also help Clarity compete with other databases for those who could be moved to our side.
You can see a…
2 votes -
Looker: Add Dimension "Latest Client Level Note"
Add a dimension under Client Notes-Client Level to to better identify the last client-level notes entered and/or to assist in calculating the number of days from today to last client-level note. *Similar to the Client Notes Enrollment Level: Latest Note by Enrollment dimension.
3 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.
13 votes -
Backdate enrollment date to household members
When backdating a program enrollment for a household, the enrollment start date is set on the head of household, but then when each members enrollment page pulls up for household data entry, the date goes back to today's date. It would be helpful if the back dated date entered on the HOH would carry through to the household members connected to the enrollment.
2 votes -
Staff Report with Case Load upon Staff Deactivation
When staff are manually deactivated, it would be great if the system automatically generated a report with the staff person's client list. You cannot run the canned report for the client list if the staff is deactivated. And sometimes clients are not re-assigned after staff turnover.
6 votes -
Add a third category for housing inventory between "available" and "occupied," such as "partially occupied"
Hello! One thing that came up in a past support ticket was that, if I can't proactively know how many family members will occupy a unit, I was told to just have a larger bed size to prevent needing to change the unit configuration with each new family. This is fine, but does create the issue that the inventory page flags the unit as "available" even when people are currently in it.
One idea would be to make three categories: available, occupied, and fully occupied. Another idea could be to make a middle category such as available, partially occupied, and…
1 vote -
Allow modifying of units/unit configuration while a family occupies it to prevent circumstantial issues
Hello! I ran into an issue where I needed to add a newborn family member to the housing inventory for compliance reasons, but I could not add a bed to the unit without changing the unit configuration, and could not change the unit configuration while someone was occupying the space. It would be great if we could add members of the same family all at once (and retroactively in this case), or just allow us to change unit configurations with fewer restrictions.
More broadly, just being able to add multiple family members to the same unit without having to do…
1 vote -
Align Housing Move-In Date to Unit Start Date Automatically
After a referral to a unit is made from the community queue, a provider enrolls a client to the corresponding program and the client is automatically added to the unit in the referral, both with the current date. However, for Permanent Housing projects, when a Housing Move-In Date is entered, the user has to then manually update the unit start date to reflect the true first night that the client moved into and slept in the unit. Functionality that would allow the Unit Start Date to update based on the Housing Move-In Date entered would help improve this workflow.
2 votes -
Add a Program's Agency filter to the Inventory Module
Inventory allows the flexibility to connect units to multiple programs under the same building. Many communities have configured Inventory this way and want to see unit information by program, not building. However, there isn't a program's agency field available.
Adding a program's agency filter to the Inventory module would allow users to view the information by program. Additionally, having a field in Looker available for program agency will also aid in creating custom reports.
3 votes
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