544 results found
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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.
1 vote -
louise.masterson@icalliances.org
Additional Agency Access. 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.
1 vote -
Merge fields
Have the ability to merge three fields at once.
1 vote -
Publish Client Contacts Email field for use in Screens
The field (clientcontacts.email) is only available to be used in the Client Contacts tab. Unfortunately it's the only field that provides a data quality component around email addresses. If you enter text that doesn't include the @symbol, it won't let you save, and an error pops up saying "Please include an @ in the email address". In addition, under the field you see in red "Email is not a valid email address." If you add an email address to any other screen or assessment you cannot embed the requirement for an @ symbol. It would help to have this…
1 vote -
QR Code for Forms
Add QR code generator
Reason: The QR code can be used to identify hard copies associated with clients or be used when scanning the documents so that system can automatically upload the file to system for respective client.How: add QR section so users can select from file dropdown (allow multiple select and number to generate). Generate a pdf with QR codes.
Allow users to add QR code to scanned/uploaded files. Users can edit how the QR displays on file.
If file has QR code, indicate in the File section of HMIS.
If possible, add QR code to files already…1 vote -
Client Form Enhancements
Add ability to convert screens into forms.
Reason: Administrators often need to create their own forms for general use or specific populations. When screens are updated, the forms need to be updated as well.
How: Allow admin to select screens (client profile, enrollment screens, assessment screens) and their respective fields. Convert fields to form fields. Include the ability to generate a file in multiple formats and or link to post to website.
The selected fields will display as they do on their respective screen, but users may edit.
If possible, convert the constraints to fields. For example, if a field…1 vote -
Screen edit options
Add additional settings to screens to allow data entry edits/updates.
Reason: While some processes may require the screens to be edited/updated by the user when there is incorrect data entry other processes may need to prevent these types of edits.
How: This additional setting will allow administrators to determine if the screen is editable/updatable and how many times a user can edit/update. Add checkbox “allow edits” and if checked add number of types to allow edits. Add banner to show if screen is editable/updatable or has edit limits.1 vote -
File dates and Expire countdown Flag
For files being uploaded, add date field, expire countdown field, expire period field, flag and reminder settings.
Reason: Some processes require documents to be current, adding a date field, countdown flag, and document expiration period may help keep records organized.
How: Date field will be used as the start date for the countdown timer/flag.
Users can select or enter a number for how long, “expire period field”, the document is good for. For example, a document with a date of 01/01/2024 and an expiration period field of 30 days would be good for 30 days starting and including on 01/01/2024…1 vote -
Full Client Record Report
Our CoC is wanting to update our Policies and Procedures to allow clients to view their full HMIS record. We want to be able to pull a report for a single client that shows all of their responses to all screens, including entry, assessment, services, case notes, exit screens, etc., but the report needs to be dynamic to show the data elements that exist on that specific screen because different screens have different data elements.
5 votes -
Allow Custom Profile Screen Creation
For strict case management users, it would be helpful to be able to create custom profile screens that exclude the HUD data elements. Currently, even if an agency or user doesn't need to collect things like DQ of name or Social Security Number, these elements are still required.
2 votes -
Group Enrollments - Removing a program exit for one or multiple household members.
For group enrollments, the option to remove a program exit (reopen a client enrollment) should be an option to reopen the enrollment for one or multiple household members.
1 vote -
Add the ability to attach a file to Clarity messages
It would be helpful to be able to attach files to messages sent within the internal Clarity messaging system.
1 vote -
Add dimensions to "Is Last Enrollment" view that are based on last active enrollment
The existing dimensions within the "Is Last Enrollment" view of the Looker HMIS Performance model rank enrollments based on the [Project Start Date] and then [Enrollment ID]; however, in some cases the user needs to be able to limit to each client's last active enrollment in a reporting period as opposed to the last initiated one. This is most relevant when needing to establish whether a client is a "stayer" or a "leaver" for a set of projects in a period.
The proposed solution is to create addition dimensions within the "Is Last Enrollment" view that rank in the following…
8 votes -
Creating New Funding Sources Should be Broken Down by Type
When you create a new funding source, the picklist currently has options for HUD: COC - Homeless Preventions, HUD: COC - Supportive Services Only, HUD: ESG - Street Outreach, etc. etc. etc., then lets you put in the fund start date, Grant ID, Grant start date, amount.
Make it so that the "Funding Source" picklist only shows the base type of funding, such as, "HUD: COC", "HUD: ESG", "VA: VASH", etc. removing the subtype of funding, the "- Supportive Services Only", "- Rapid Re-Housing", etc. part of the funding source.
Make it so that once the fund type has been…
1 vote
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