568 results found
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Daily Attendance or Multiple Attendance service to toggle on both options, "Tracking Time is Adjustable" and "Track Time per Attendance".
Customer would like the ability to set a Daily Attendance or Multiple Attendance service to toggle on both options, "Tracking Time is Adjustable" and "Track Time per Attendance". Currently by setting time tracking as adjustable, an attendance service cannot be associated with a service attendance record.
On the database side, the field clientservicetracking.refdate is not populated unless “Track Time per Attendance” is on, which associates it with the clientservice_dates table. If “Tracking Time is Adjustable” is toggled on, then “Track Time per Attendance” is automatically turned off and removed as an
1 vote -
Set maximum ROI term
We would like to be able to set a maximum ROI term in addition to a default ROI term. Our community's release expires 3 years from the date of the signature unless a previous date is specified, however, it is possible to override the date to extend it to any number of years beyond the default. This requires us to monitor and manually update any dates that are set beyond 3 years.
5 votes -
Set maximum ROI term
We would like to be able to set a maximum ROI term in addition to a default ROI term. Our community's release expires 3 years from the date of the signature unless a previous date is specified, however, it is possible to override the date to extend it to any number of years beyond the default.
1 vote -
ROI Banner - Different for Yes and No Responses
Currently the orange ROI banner shows for clients that have a "no" response to data sharing, which is a valid "active" ROI response. We would like to see a different banner for clients with active ROI's that are a "no" from those that don't have an ROI on file at all. Thank you.
2 votes -
Disable scroll on input type number
Disable the ability to scroll on a number field to increment/decrement the number value. We have found on our encampment screens that users are scrolling down on the setup screen to get to the bottom to save, but are inadvertently changing the values in our custom fields resulting in negative client counts. Even though we've added a WARNING that pops up if a negative number is entered, it does not prevent the client from saving the invalid value.
There are ways to prevent this from happening, but would require implementation on the backend. This is one such example that I…
1 vote -
Enhancements to Service Summary & Service Census Reports
Hi everyone,
I wanted to bring up a potential enhancement for HMIS reporting that could improve the accuracy and efficiency of service data tracking. During a recent review of our reporting processes, we identified a need for clearer aggregate totals in the Service Summary and Service Census reports to reduce manual calculations and improve data usability.
Here are two possible enhancements that could benefit many HMIS users:
1.) Modify the Service Summary Report – Add aggregate totals at the bottom, similar to how the Service Census report presents its data. This would make it easier to quickly summarize services provided…
1 vote -
Filter Outreach Tool by Case Manager
We would love to sort the neighbors enrolled in outreach by case manager to look at patterns of where case managers are focusing or patterns of movement of neighbors across the community.
1 vote -
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 -
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1 vote -
Update Error Message to be more clear when Project Start Date is later than Unit Start Date
Clarity currently lets users update an enrollment's program start date to be later than the assigned unit start date. When a user then tries to exit the client from the program, they get a cryptic error message that is currently confusing to users. Users currently don't understand why they are unable to exit a client from the program by viewing this error message alone. Error message is as follows: "Please correct errors. Start Date should be greater than or equal to [program start date]."
It would be more helpful for users if the error message was more specific to the…
1 vote -
Auto Offline End Dates
Currently, you have to specify a period of time to make units automatically offline at program exit. It would be useful to have an option to make units offline indefinitely with no offline end date. To get around this, we make the offline period a very long time, but then users are confused about this random end date way out in the future. Also, users cannot clear out the end date from the Inventory dashboard, which would be very helpful.
7 votes -
Change Program Availability Setting Interface and/or Add Audit Log
To change the Program Availability (from "Full Availability", "Limited Availability", or "No Availability") the user just clicks on the name and the text color for the selected option is darker. We frequently have users accidentally changing the setting because there is not "save" feature to change the setting and they don't notice the subtle color change. If we can't get the screen changed, then it would be helpful to have an audit log on this screen so we can identify which users keep switching the setting by accident so we can educate them. Thanks!
7 votes -
Add Program Setting to Allow or Disallow Direct Referrals
We often get users making "direct referrals" from the Referrals tab on the client profile page in error (they should instead be making a referral from the queue). There is currently a setting on the Program page called "Direct Unit/Bed Referrals", which is related to Inventory. It would be great if there was setting called "Direct Referrals" (options could be Disabled, Optional, Required) to first determine if any direct referrals are allowed to the program. Then the "Direct Unit/Bed Referrals" setting could be sub-setting to determine the parameters of the direct referrals (if allowed).
7 votes -
Add Household Status to CE Demographics Report
Users have expressed a desire to see household listed on the CE Demographics report in Clarity.
1 vote -
Profile Page Notes Box
Users have frequently expressed the desire to have a small box on the profile page where they could put some basic notes - information that doesn't warrant a public alert, but should still be up front and visible rather than hidden in the Notes tab; e.g. how to pronounce a client's name. The box could sit right below the Unique Identifier and profile picture
1 vote -
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 -
Funder-specific Role
Allow for role to be limited by program funding. For example, auditors from the city that manage ESG funding for programs want to log in to HMIS and view data and client records for just ESG funded projects. Departments will not work because ESG funds programs across different agencies / organizations.
5 votes -
Ability to Assign Additional Agency Access in Bulk
As a sys admin, I would like to assign additional agency access in bulk. For staff such as matchmakers who need access to all agencies in the system, it can be very time-consuming if you have to assign each agency to the user individually.
11 votes -
return to queue referral date
When returning a client to the HQ, users are able to edit the referral date, but there isn't any information on when the client was originally referred to the queue. This would be a helpful setting based on CoC policy - when client is referred back to queue, keep original refer to queue date.
2 votes -
Request for Extended Account Reactivation Window for HMIS Users
I’m reaching out about an issue we've been dealing with related to account reactivations for HMIS users. This was actually suggested a few years ago by Joel Remigio here: https://ideas.bitfocus.com/forums/930328-clarity-human-services/suggestions/44574099-extend-duration-of-time-period-for-reactivated-sta.
I’d love it if we could revisit the idea and explore a way to make the process a bit smoother.
We often receive tickets from HMIS users whose accounts have been deactivated due to inactivity. While it’s easy to reactivate their accounts, the issue is that the reactivation doesn’t "stick" unless the user logs in by midnight of the same day.
This becomes a challenge when users are out…
4 votes
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