627 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 -
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.
2 votes -
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 -
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…2 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 -
Refuse Toggle on Enrollment Questions
User Story:
Per HUD standards, we are to enroll each client we encounter into our Street Outreach program and document a CLS Assessment. However, a majority of the interactions our team has is with clients that refuse to provide any identifying information, much less answer any of the intake questions.
Is there any way that a toggle can be implemented into an enrollment form that will automatically answer each intake question with "Client Prefers not to Answer"? If not each question, at least most of them?
This will alleviate data entry fatigue for staff documenting the many clients that refuse…
2 votes -
Uploading Files - New Update Is Creating Extra Clicks
There seems to be a new update in the ONE system when it comes to uploading files, and I am running into the following issue:
When you go to a Profile and click on “FILES” then click “Add File,” it takes you to a page titled “UPLOAD A FILE.” Then, you click “Select File,” and choose the file to upload and then click “ADD RECORD.” The file is then uploaded and you are redirected back to the “MODIFY FILE” page for the same file you just uploaded.
It would save a lot of time if instead, we were redirected back…
2 votes -
Add version number on intake forms from Bitfocus
We have agencies who have client records from years ago and use the Clarity Intake/Exit/Assessment forms. They sometimes get confused on the verison that was used to what is being used now. If Bitfocus can add a version number to these forms (I recommend on top where the header is) to allow Case Managers the ability to tell what version of the from was used for that client.
2 votes -
Multi-Select Fields Available for Individual Reporting
Currently, the multi- select values are reportable as a single string. It would be great to be able to report on (Looker) individual values in the selection, similarly to the reporting options for the new Gender and Race and Ethnicity fields?
2 votes -
Hosting of Custom Client Forms
There should be a way for custom forms to be uploaded to Clarity instead of building out a form within Clarity's "Client Forms" tool. The "Client Forms" tool is tool located at: Grid / Waffle --> Settings --> Client Forms.
We have created forms in-house that are far more robust than what we can build out through the Client Forms build tool. These are blank and fillable PDF files that we would like uploaded to Clarity for field staff to use instead of whatever is built out within Clarity.
Ideally, this custom Client Form, would open the same way by…
2 votes -
Automatically Recalculate Goals based on service date
As of the June 2024 Feature release, Goals now automatically recalculate when their associated measure is met or not met. For Goals with a Service Based Measure, the goal will automatically recalculate using the current date not the date entered for the Service.
For example, let's say I have a Goal for a client to receive an employment service, that is measured by whether a employment service category service is issued. If today's current date is 7/10/2024, and I issue an employment service with the date back-dated as 6/30/2024, then the Goal will automatically recalculate and the accomplished date will…
2 votes -
Program Enrollment Add Request
Is it possible to add “age and relationship household” under client’s profile – specifically, program enrollment.
Head of Household: Name of Client -- Age
Program Group Members:
Name of Client - relationship and Age
2 votes -
Adding Client Files to Goals
My team and I love the functionality of goals! However, we found that it was limited to services, status update assessments, and time. We would love to see this expand into client files.
Ex: Goal of obtaining a driver's license or State ID can be met when a CM uploads "Personal Identification: Driver's License or State ID Card" into Client Files.
2 votes -
Add Clients: Date Updated dimension with time grain to Looker models
It would be very helpful to my org if Looker models that have Client info included a Clients: Date Updated dimension that includes the updated time, as is currently done for the Clients: Date Created Date dimension (Date, Month, Quarter, Time, Week, Year).
2 votes -
Multi-Select Fields as INVENTORY Dashboard Filters
Currently, it's only possible to turn checkbox and picklist field types into custom filters on the INVENTORY dashboard. With the introduction of the Multi-Select field type, many communities are interested in seeing this field type made available as a custom filter type for the INVENTORY dashboard. This would allow customers to have more dynamic control over how they identify appropriate units and beds for client referrals.
2 votes -
Add a third category for housing inventory between "available" and "occupied," such as "partially occupied"
Hello! One thing that came up in a past support ticket was that, if I can't proactively know how many family members will occupy a unit, I was told to just have a larger bed size to prevent needing to change the unit configuration with each new family. This is fine, but does create the issue that the inventory page flags the unit as "available" even when people are currently in it.
One idea would be to make three categories: available, occupied, and fully occupied. Another idea could be to make a middle category such as available, partially occupied, and…
2 votes -
Care Team User or Program Setting (Not assign staff)
Some staff are data entry staff and automatically get assigned as a care team member. I would be great to toggle this OFF so that community members don't attempt to contact data entry staff for care coordination. This is especially true for NBN shelters, as they don't tend to assign case management at the point of enrollment. So, either toggle off at user level if they are data entry only OR toggle off at program if the care team doesn't mean the same thing for a particular program.
2 votes -
Integer/numeric field limits
For data validation, it would be helpful to be able to set minimum and maximum limits for numeric/integer fields. For example, if we use a 1-4 scale and someone enters "40", a user should not be able to save that data on the screen. While reporting and label/warnings can be used to help prevent this sort of invalid entry, it would be helpful if the system did not allow it in the first place if configured appropriately.
2 votes -
Add filter and sort capability to Client Search result list
Often Client Search results are several pages long. It would be helpful to be able to filter Client Search results by location (city, SPA), age or age range, DOB, gender, race, program enrollment status, SSN or last 4 of SSN, etc. It would also be helpful to be able to sort results by the "late updated" date.
2 votes -
Organize Assessment history by type of assessment
Hello! Hope everything is going well. Our staff migrated to Clarity from ETO, and one feature that ETO has that Clarity doesn't is the ability to organize the Assessment history (known as Touchpoints to their system). Instead of providing them all in one list, it sorts them by the Assessment type, making it easier to find the specific one you're trying to view, edit, or delete. This would be a great way to not only help existing Clarity users but also help Clarity compete with other databases for those who could be moved to our side.
You can see a…
2 votes
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