537 results found
-
Customize user screens
Similar to the way that System Administrators can add custom fields to a Program Set-up screen, it would be helpful to be able to add custom fields to other screen types, especially the user profile screens. This would allow tracking of things like date of training completion, or notes about a user like reasons for locking/inactivating an account, tracking security breaches, or marking roles like who is an agency administrator for billing new user accounts.
22 votesThank you for your feedback. We are currently reviewing this request.
-
Access Role Duplication
It's great that Clarity offers so many access rights, which allows customers to create very specific access roles. It would be a great time savings if we could start creating a new access role by duplicating an existing access role and then adjusting the access rights.
9 votesThank you for your feedback. We are currently reviewing this request.
-
Add "Housed in Non-HMIS Inventory" to queue_remove_reason picklist
We would be looking to have an option added to the "queueremovereason" picklist that says something along the lines of "Housed in Non-HMIS Inventory", so that when these situations arise end users can remove the client from the Community Queue and select a more appropriate reason for removal.
2 votesThank you for your feedback. We are currently reviewing this request.
-
Current Living Situation Assessment Notification
I would like to propose a CLS notification for Street Outreach & ES projects every 90 days, to ensure that clients are not dormant in the system and they are tracked accurately to reflect their updated housing condition.
14 votesThank you for your feedback. We are currently reviewing this request.
-
Scheduled reports: Use Schedule Time instead of Schedule Date
Hi Clarity Devs,
It would be helpful to have the ability to select the time at which a schedule report should run. Each time I schedule reports for a day, they haven't run by the time I'm up and need them around 6a. Allowing a user-specified time for the report to run instead of an arbitrary time on the selected date would solve this issue.1 voteThank you for your feedback. We are currently reviewing this request.
-
Direct Expenses cannot exceed Fund Amount
When Direct Expenses are enabled for a Funding Source, it would be very helpful to add a feature that limits any Service Expenses to be charged in excess of the Fund Amount -ie, Direct Expenses cannot exceed Fund Amount; Total Available > 0. This feature could be added under "Eligibility" or it could be a flag that pops up when a user tries to add a new Service Item. Thanks.
5 votesThank you for your feedback. We are currently reviewing this request.
-
System Notification for Referral Updates and New Notes to the Agency Receiving the Referral
System notifications for Updated Referrals and New Referral Notes are sent only to the staff member who created the referral. This is to request that these automated system notifications also be sent to the Staff Member at the Referred-To Program. Notes are also only visible. This would improve communication between different teams and save referred-to agencies from clicking through each client on the referral list checking for updates.
7 votesThank you for your feedback. We are currently reviewing this request.
-
Include Project Name in Referral Notification Emails
We would like to please request that the project name be included in Referral Notification emails. When receiving a referral notification, users who have multiple agency access switch from agency to agency until they can open the referral without an “access denied” warning.
4 votesThank you for your feedback. We are currently reviewing this request.
-
"Status Assessment" side display should be most recent first
Right now the oldest one is first. On almost every screen, the "history" is displayed with the most recent items first. Look at both History tabs, both Assessment tabs, the Program tab, and so on. But when you edit an enrollment and look on the right-side display, the oldest one is first. In order to find out if something recent is missing you have to page through them. This display should show the most recent first like all the other tabs. I tried to paste a screenshot but it did not appear here.
12 votesThank you for your feedback. We are currently reviewing this request.
-
Ability to Link a File to a Service
It would be useful to be able to link files to specific services. For example when we enter a Rapid Rehousing financial service I'd like to be able to link the associated file back up to that specific service.
4 votesThank you for your feedback. We are currently reviewing this request.
-
HUD field Constraints
Whenever the HUD data standards are updated, we find that we have to replicate Bitfocus's constraints for our custom screens. Instead, adding the option to apply the already made constraint to the screen would be useful...either at the field level (Use current constraint for any screen when field is added) option or screen level (copy constraint to screen when field is added) option...
10 votesThank you for your feedback. We are currently reviewing this request.
-
Field Editor
For all HUD fields, add the Data Element (DE), Implementation Date (if field is new, date added), Retirement Date (if field is no longer being used, when it was retired).
Our agency does data sharing, mainly HUD data elements, with other entities. However, we used HUD CSV export document to identify HUD fields which made it difficult to map back to the database fields.
1 voteThank you for your feedback. We are currently reviewing this request.
-
user caseload dashboard
User Dashboard that summarizes their caseload.
For example: How many and what HUD required fields are not entered correctly/missing, clients without services, notes, CLSAs, missing Annual Assessments, Housing dates not entered within enrollment timeframe, client just turned 18 and needs updating, etc... Any data points where logic is being violated this dashboard would provide a summary of where their caseload stands and has quick links to jump to make those corrections/updates.
9 votes -
Sort Report Library by name of Report within each Report Category
I would like the different report categories to be listed alphabetically by report name rather than by the code that Bitfocus (or Clarity) assigns the report. It is frustrating to scroll through some of the longer categories (like Administrator Reports) trying to find the title of the report that you want to run. I am constantly missing my titles (probably because I'm scrolling faster than I can read), but if it was alphabetical, I wouldn't have any problem at all.
1 voteThank you for your feedback. We are currently reviewing this request.
-
Recurring Reports
It would be help to have a recurring schedule options of the reports within the schedule option now. Currently, an user is able to schedule reports for each day they want the report initiated. It would be extremely useful to have an option to run reports daily, weekly, monthly, etc..
10 votesThank you for your feedback. We are currently reviewing this request.
-
Ability to enter a date in the future that would switch user to inactive.
What we would like to do is be able to put a date to have the system auto inactivate a user. We often know ahead of time when a users' last date of employment or access will be, it would be nice if we could enter that last date of access and have the system move them to inactive once that date occurs.
5 votesThank you for your feedback. We are currently reviewing this request.
-
ROI
Allow for assigned delete rights for ROI's, in access roles, not just system admins. Or maybe, allow for choice of ROI when merging clients, who both have active ROI's.
3 votesThank you for your feedback. We are currently reviewing this request.
-
Email sent out to Navigator when assigned in Community Queue
When a Navigator is assigned in the Community Queue, it will help tremendously if the Navigator receives an email to know she/he has been assigned a new client. This will avoid having to do an extra step of having to email the Navigator.
9 votesThank you for your feedback. We are currently reviewing this request.
-
Toggle Services
When we go in to enter services for a CORE Mobile Outreach client, we would like a drop down menu that we can use to toggle services after entering the service dates and vendors. At the moment, we have to enter each individual service one by one, which is extremely repetitive and time consuming.
Example
Service start date: 1/1/2021 Service end date: 1/1/2021
Vendor: Team AServices
Toggle slide Emergency supplies
Toggle slide Animal services
Toggle slide DMVReferrals
Toggle slide Concord Care Center
Toggle slide Warming centerLinkages
Toggle slide HCH Mobile ClinicSave
7 votesThank you for your feedback. We are currently reviewing this request.
-
Generate a Global Household ID for all Clients
Some agencies use Global HHIDs to track characteristics of households they serve over multiple enrollments, however, not all clients have a Global HHID. Even for households of one, it would helpful if these were assigned and if documentation were provided to CoCs about how a Global HHID changes as the household composition changes.
6 votesThank you for your feedback. We are currently reviewing this request.
- Don't see your idea?