555 results found
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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.
4 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.
1 vote -
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…
3 votes -
rortega@sacstepsforward.org
live marker: age at "program date" (InformationDate)
Description: Calculate the client's age at program date.
Issue: Users sometimes backdate/future date/update records which causes some age specific fields to show up due to using the current age live marker, the client's age at program date may not be the same as the current age.
Outcome: Any field using this live marker as a constraint will use the age at program date and will also align HUD age specific fields.
1 vote -
Profile field display constraints
Name, DOB, or SSN, or any ‘Quality of …’ fields on the Profile screens are not available to be display constraints for other fields on on the profile but a customer would like to be able use them as constraints.
1 vote -
Add an Audit Log Model in Looker
It would be very handy for users to be able to create reports of audit log activity rather than have to click in client by client and page by page to see this activity.
2 votes -
Remove Project Type Field on the UCT Screen
Having a project type field on the UCT screen causes confusion because reports pull the project type of the program connected to INVENTORY. If the field on the UCT screen does not match the program's project type, this has been a source of data quality issues. When these DQ issues occur, this cannot be fixed by a sys admin.
It appears the purpose of the field on the UCT screen is to control what bed dedication fields appear on the UCT screen. If the project type field is removed from the UCT screen, a program could be connected to the…
3 votes -
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.
1 vote -
Ability to Create Units in Bulk
It is very time-consuming to set up thousands of units individually. When units share similar characteristics, it would save a significant amount of time if multiple units could be set up at once by adding a "Create Multiple Units" feature, similar to posting multiple units using Availability.
3 votes -
Children information Cascade into Assessments
When we do an assessment with a client and it is a "family tye" assessment that asks about the family, we would like for that information to be automatically filled in. For example, if the assessment asks how many children are in the household, it should fill in based on how the household is built in HMIS. If it asks for name and age, it should be able to pull that from the childrens profile screens.
1 vote -
CE Exits to PH and Returns to Homelessness
A report that shows you all households that were housed through CE and if/when they returned to homelessness based on a program entry (emergency shelter) and/or prior living situation (homeless situations). Does not include Day Services and/or Street Outreach enrollments after the housed exit date, unless the Prior Living Situation indicates homeless situation.
1 vote -
Email / Messaging CRM
To be able to message your clients through the portal, and to be able to see if they have opened or not opened the email/message. Also to give the clients the ability to respond.
1 vote -
CE Assessor and Dual Program Enrollment
We continue to get requests from providers who have staff that have CE assessment privileges and wanting to know how many people each staff are enrolling into CE, how many are completing assessments, and how many of those are being added to the community queue. The canned report available in Clarity does not work.
Another report similar to this is for the programs to see how many people currently active in their projects are also enrolled, assessed, and on the CE community queue.
1 vote -
Fix File Uploader
According to Help Desk, the file uploader has a unique ID and so when the same screen is up and I try to upload a second file it treats it like I am modifying my earlier upload rather than uploading a separate file. At present, I have to leave the screen every time I need to upload a second document when i should be able to upload as many as necessary without having to leave the screen and then return.
2 votes -
Additional Agency Access - Inactive Setting
It would be very helpful if we had the ability to make an Additional Agency Access 'inactive' as we require Annual recertifications for things like Coordinated Entry - which is set up as Additional Agency Access.
Currently we have to remove access completely and then re-assign access, and that is very time consuming.1 vote -
being able to add a mass case note to my active clients
I send out job leads and notifications to my active caseload in CareerLink. This is about hiring events, career fairs, or community events. I was hoping I could have a way to add this note to everyone active on my caseload as I do this a few times a week. Now I have to input them when I touch a file. I was seeking a prompt to allow me to add a general case note reflecting this type of action to all active cases in one entry.
1 vote -
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…3 votes -
Toggle for when a person passes away
Would like to have a way to mark a record for when a consumer passes away.
2 votes
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