352 results found
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Add the ability to attach file to client level referrals.
I'd love to see the ability to attach a file (pdf, word, etc.) to a client level referral. This would allow for the agency/staff who receive the referral to have needed information immediately (example: application for program)
3 votesThank you for your feedback. We are currently reviewing this request.
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Case Manager Notification when assigned a referral
We would like to request that the case manager receive a system notification when assigned to a referral. Currently users can only see this information if they go to the "Case Manager" tab within the Caseload tab.
12 votesThank you for your feedback. We are currently reviewing this request.
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copy services across agencies/ ability to copy service taxonomy
It would save a lot of time to have a service template that allows us to apply a uniform set of services to multiple agencies rather than recreating them under each agency management screen. Also, when creating a service taxonomy, we cannot copy one that is already established and make minor tweaks like we can with screens.
3 votesThank you for your feedback. We are currently reviewing this request.
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Ability to pull daily bed utilization % in Looker
Customer is looking for a way to pull daily bed utilization percentages from Looker. We can pull weekly percentages or use a Pentaho report to get daily utilization numbers but not percentages.
3 votesThank you for your feedback. We are currently reviewing this request.
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CSV/XML Export - include Unique ID instead of Personal ID
HUD's new EVA data quality tool, provides a powerful resource for identifying data quality issues. However, EVA flags clients with errors and identifies them using the Personal ID. I assume this is because the Unique ID is not available in the export. I'm curious why this is. Is it possible to make the Personal ID searchable in Clarity or to replace it in the export with the Unique ID? I'm trying to find an easy way for our partner agencies to use EVA to find and correct errors, but as of now, it is not easy for them to navigate…
3 votesThank you for your feedback. We are currently reviewing this request.
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Expose client activity
Please expose client_activity.type field in Looker. This will be helpful for report building in the Client Model related to getting a daily view of staff's work with clients and the influence in keeping a client active on the community queue. Thanks!
5 votesThank you for your feedback. We are currently reviewing this request.
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Alphabetical Sorting of Programs on Eligibility Screen
When referring a client to a program via the Eligibility screen, the list of programs is currently sorted by Type ID, Agency ID, Program ID. Instead it makes more sense for these to be sorted by Type ID, then Agency NAME, and Program NAME. Since we are able to control the names for our programs, but not the ID number, this gives us control over the sorting which would be ideal.
13 votesThank you for your feedback. We are currently reviewing this request.
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Zip Code Report using Client Location Zip code
I’m wondering if Bitfocus would consider offering a Clarity report that is based on the zip code(s) found on the Location tab?
Currently [JRSD-103] uses the Zip Code of Last Permanent Address field… which really is only used by VA programs. I believe this report was created some time ago… before the Location tab feature was implemented.
It would be nice to have parameters include the Address Type and Programs parameters.
Not requesting a custom report… just think this would be something universally useful.
1 voteThank you for your feedback. We are currently reviewing this request.
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Allow users to record "yes" ROI when client has a "no" recorded by another agency
We have had a recurring situation where the following takes place:
1. Client has a “no” ROI recorded by Agency A with no end date (but has an unlocked profile)
2. Client begins working with staff at Agency B and gives consent/signs ROI
3. Staff at Agency B try to record this “yes” ROI but cannot; it throws an error for the ROI start date because there is no end date for the previous “no” ROI.
Staff at Agency B cannot edit and add an end date to the “no” ROI because it was recorded by Agency A.
Currently when…18 votesThank you for your feedback. We are currently reviewing this request.
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Public Alert - Alert Icon
Currently, the alert icon is not visible in the attendance module when the public alert is set to private. This is a request that this icon be visible to the agency that created the public alert in the attendance module for that agency.
9 votesThank you for your feedback. We are currently reviewing this request.
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Contact Information Warning Not Tied to Referrals
Clarity currently has the functionality to display a message in the Client Profile when contact information is missing for a client with an active Community Queue or pending program referral. I would like to be able to have the message display if contact information is missing regardless of whether or not there is an active referral.
1 voteThank you for your feedback. We are currently reviewing this request.
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Enrollment type care team member start date when assigned staff changes
Currently, if the assigned staff for an enrollment is changed, the start date for an enrollment type care team member does not reflect the date of this change and instead shows the project start date regardless of whether or not the staff member was the client's assigned staff at that time. We would love to see the new assigned staff's care team member start date reflect the day the assigned staff changed rather than the project start date. This would help us track when a staff member (especially navigators) were assigned to a given client.
9 votesThank you for your feedback. We are currently reviewing this request.
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Make All Unit Statuses on Display Card the Same Color
On the Inventory Dashboard, under the Status section on Display Cards, Active statuses currently show as Blue; Inactive and Offline statuses, by contrast, are grayed out---even when an Inactive/Offline status is the current status. It would be helpful if all statuses were the same color and none were grayed out, so that end users are able to focus on what the most recent status truly is by its order in the list.
7 votesThank you for your feedback. We are currently reviewing this request.
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Pre-validation of HUD reports in Clarity
It would be great if certain HUD reports can be "pre-validated" in Clarity (run against some known HUD validation checks). This could save users time when submitting to HDX (1 or 2) or Sage, if they know right away that there is a problem with their file/report. They would not even have to "waste time" submitting a problem file to HUD but be prompted to fix errors right in Clarity.
4 votesThank you for your feedback. We are currently reviewing this request.
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Access to Look/Dashboard/Schedule metadata
It would be beneficial for System Administrators to have access to metadata for Looks/Dashboards/Schedules to better maintain reports and monitor system usage.
1 vote -
Pop-out Parameters Selection Box for Reports
When selecting parameters for certain reports like System Performance Measures, there is a small selection box for things like Agencies and Programs. When selecting dozens or hundreds of items in these categories, the selection box is very tedious. If there could be a pop-out window to make selections and not have to scroll up and down so much it would be a better UI. Confirming selections is difficult when you can only see a few at a time. Also, check-boxes rather than shift-select would make this selection process much easier.
2 votesThank you for your feedback. We are currently reviewing this request.
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Add HUD specified fields to non-HUD specified collection points
Communities sometimes have the need to track Profile screen data and HUD data in other non-HUD specified collection points, which means adding these existing fields to additional screens and being able to report on those additional collection points. Please consider this update.
6 votesThank you for your feedback. We are currently reviewing this request.
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Create flexibility to add an Email Address not associated with a user account to receive program notifications
Use case: many programs have a general email address that is shared across program staff. These shared email addresses are often used to manage referrals to a program to make sure they are addressed as soon as possible.
Currently, an additional user license would be needed to associate the email address with in order to receive notifications. In this case, the email notifications would be the only reason for the license. Ideally, this functionality would be available without using a user license.
4 votesThank you for your feedback. We are currently reviewing this request.
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Filtering Notes
End users would love the idea to filter through notes based on the note_categories field and quickly find the notes they need for their clients.
3 votesThank you for your feedback. We are currently reviewing this request.
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Add Quick View "Hover" Functionality to CE Events
Events don’t appear in the History tab with the quick view "hover" functionality that services have. This functionality allows a user to save time when reviewing client history by hovering over the speech bubble icon to see the service note rather than clicking into each service one by one to review.
For users who now use the Events tab to track the bulk of their client work, this quick view functionality has been lost, and as a result, their work to review client history has inadvertently been made more time-consuming and challenging.
Given that Events behave similarly to Services in…
22 votesThank you for your feedback. We are currently reviewing this request.
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