476 results found
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Allow a warning or block before editing core data
Hello! Similar to how the SSN has a warning pop up before you edit it as core data, could we please implement a feature where custom fields could either be prevented from editing later or require multiple clicks of confirmation before doing so, with some warning text available, to prevent misclicking away something important on the client profile or other screens?
Thank you!
2 votes -
Add a Program's Agency filter to the Inventory Module
Inventory allows the flexibility to connect units to multiple programs under the same building. Many communities have configured Inventory this way and want to see unit information by program, not building. However, there isn't a program's agency field available.
Adding a program's agency filter to the Inventory module would allow users to view the information by program. Additionally, having a field in Looker available for program agency will also aid in creating custom reports.
2 votes -
Toggle Additional Household Members in Attendance
The ability to toggle additional/all household members in an Attendance Module's scanned services would be incredibly helpful for agencies that provide daily, weekly, or monthly services for entire households; especially when only one or two members of the household are present but the service must be applied to everyone.
2 votes -
Edit options under the "Mode" dropdown for Community Queue Sorting
I would love to be able to control which assessment processors are visible under the "Mode" drop-down so that only processors that are related to coordinated entry are visible.
2 votes -
Tool to update case manager
When a case manager leaves an agency AAs are having a difficult time reassigning clients to another case manager. Some case managers will have a case load of over 100 clients. It would be great to have a tool for system administrators to remove the case manager and assign the clients to another case manager.
2 votes -
Agency Level permissions on sending clients to the community queue
We have a "centralized" CE agency and program that all users switch to in order to assess and refer to the CQ. However, there is nothing that prevents a user from referring to the CQ from their home agency after the fact (post assessment). This results in CE not being able to complete referrals and impacts the CE dashboard. It would be great if we could set permissions on what agencies can "send" clients to the CQ.
2 votes -
Make Agency Overview screen and associated questions/fields visible to System Admins
The Agency Overview (AO) screen is not included in the list of screens accessible to Admins through the System Setup workspace. Not being able to view the screen means admins cannot see the relationship between questions and fields for reporting purposes.
Similarly, I noticed two other places where the omission of the AO screen appears to have an impact:
1) Fields unique to the AO screen do not appear in the Field Editor list;
2) Questions and Fields unique to the AO screen do not appear in the Question and Clarity Fields views, respectively, found in the Project Descriptor model…2 votes -
Inclusion of all Agency Overview screen fields in Looker
The fields from the Agency Overview screen are mostly stored in the Project Descriptor model of Looker under the "Agency" view. However, not all fields from that screen are represented, and they don't appear to exist anywhere else in Looker.
Can the fields associated with the following questions from the Agency Overview screen be added to the Agency view in the Project Descriptor model?
- Navigation Profile
- Default User Home Screen
- Dashboard
- Open Units Report
- Staff Inventory Access
2 votes -
Default User Home Screen
There are many agencies who have various programs including Street Outreach. With the new Outreach tool in Clarity, I would have to build another agency of the same name in order to set the Default User Home Screen as Outreach for that specific program. This way, it does not affect other users.
What I would like to see is have this option to set under the User Setup Screen and not the Overview of the agency. This way when street outreach users log in, it takes them to the outreach tool, while other users still got to the "search for…
2 votes -
Allow a program to collect general data, not tied to a specific client
Hello! Our program has work we do in the community with people that we serve but don't technically become clients officially (and thus we can't collect certain information on them in the client profiles). Sometimes we host workshops or public education, and sometimes we serve anonymous clients such as via a hotline. It would be great if a program could be designated as a "general" program or something similar, where you can perform an assessment or screen that is tied to the program but not tied to a specific client. Could this be done?
Currently we're using a workaround of…
2 votes -
pit
Would be great to have an app version of Clarity that could be used for the PIT and other project enrollments and updates that take place in the field. Another alternative would be updates to the outreach module that would allow users to add assessments or project enrollments.
2 votes -
Note Tags
It would be helpful to be able to select "tags" for a case note. So the worker can pull up notes and find the ones that are tagged for a specific item. Example, they could put in a case note about meeting with a probation officer, and then before the next meeting, pull up all of the notes that are tagged "Probation", or something like that.
2 votes -
Duplicate Clients Report: Program Parameter Addition
We are fielding requests for the Duplicate Clients report to run based on program. Our users have historically sent us lists of clients that needed to be merged; they want to check within their own programs rather than across a whole agency.
2 votes -
Penultimate assessment
For Looker, it would be very helpful to have a way to identify the penultimate assessment.
This would be used to compare changes between the most recent assessment or exit with the previous to look for changes. For example, did income change since the last assessment. Not just compare with entry and the most recent/exit.
2 votes -
Reassign Referral Regardless of Inactivity Threshold
Currently if a housing referral is denied by a provider and referred back to the community queue, you have only until the inactivity threshold kicks in for that referral to make another reassignment (e.g. back to the original housing provider, who may have "re-opened" the referral). Taking away the impact that the inactivity threshold has on this aspect would be great. Thanks!
2 votes -
Mapping for LocationCrisisOrPHHousing in the DIT
When using the DIT to import CE events, it is not importing the LocationCrisisOrPHHousing value from the file, and instead imports all values as "imported project". The language on this field in the data standards is "If a client was referred to an opening in a continuum crisis housing or permanent housing
project, select the Project Name and HMIS Project ID of the referred project."What we would like, is to be able to map the values in the CSV file to a clarity programIDs, so that imported data can correctly reflect what's in the external file, and display the…
2 votes -
Program Bed & Unit Inventory Information - Bed Type Allocations for Households With Only Children
When creating an inventory record for a program and selecting 'Households with only children' for the 'Household Type', the toggle for 'Youth-Veterans' should not appear. Because the inventory is for persons who are 17 years of age or younger and veterans must be at least 18 years old, it is not possible for a project serving 'Households with only children' to have beds dedicated to youth veterans.
2 votes -
Add new/existing user First and Last name on User Policy when signing agreement.
Previously, when our users signed or re-signed their user agreement, the user's first and last name would show and the user would sign, date and save it.
We just had an issue where one of our users needed to re-sign/update their agreement and instead of showing her first and last name on the agreement, it showed one of her clients first and last name she was last working on in HMIS.
We had the expression {$CLIENTFULLNAME} on the User Policy Enforcement section to bring in the name of the user who was signing, but according to the Bitfocus…
2 votes -
Private Toggle on the Location Tab
Users have expressed a desire to have a Private Toggle on the Location tab, and/or within individual client locations, so that when a client does not want to share that information with others, it can be hidden, but still visible to the entering agency.
2 votes -
Add Location Date Field to Modify Location Window
When users add a client geolocation, the Modify Location window appears allowing them to add the client's location address. It would be nice to be able to add the location date right there. Otherwise, if a client is back-dating (which happens a lot on outreach), they have to wait for it to save, then re-open that specific location and edit the date. Thank you for considering!
2 votes
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