640 results found
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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 -
Make Current Living Situation visible in Client History
We would like to please request that the Current Living Situation (CLS) assessment be included in the Client history tab (or even better all of the HUD required assessments). This information is accessed often, so it would benefit many teams in our community if t is more accessible.
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 -
Backdate enrollment date to household members
When backdating a program enrollment for a household, the enrollment start date is set on the head of household, but then when each members enrollment page pulls up for household data entry, the date goes back to today's date. It would be helpful if the back dated date entered on the HOH would carry through to the household members connected to the enrollment.
2 votes -
Allow System Admins to Send Mass Messages to End Users
Ability to send a message to all end users in an agency at once, which would be extremely useful for things like reminders, Eva data corrections, etc..
2 votes -
Allow users to use webcam or camera to take a picture of Client ID's or SS card to upload to the Files tab in HMIS
Our agencies like it when the clients ID or SS card is uploaded to HMIS. However, this sometimes can be a pain when they do not have a scanner or the means to get that into HMIS.
Is there any way where if a user has a webcam, they can select the category and file type and take a picture of, for example, a clients drivers license/ID card or Social Security Card and upload that under files for the client?2 votes -
Add Functionality to Sort Assessment Processor Subtotals
It would be helpful to have the ability to click and drag to adjust the order of the Subtotal categories. The functionality would be similar to re-ordering elements on screens.
Currently, the Sub-totals are displayed in the order they are configured. The ability to control this would improve the end user experience and give system admins better control over what their users see.
2 votes -
change constraints for veteran questions: year entered military service and year separated
If you answer yes to the veteran status question, and you don't know what year the client entered military service and what year they separated, you have to enter a random year in order to save the veteran status as yes. This is a data quality concern. These should either be changed to not be required, be given a data not collected answer option, or allow for all 0's to be entered as a sign the year is unknown.
2 votes -
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 -
DQ e-mail module
Create a DQ e-mail module that will send e-mails to users when DQ issues are found in records. This module will function similar to the "Annual Assessment" warning e-mails that get sent.
This might be simpler to implement than an overall system enhancement.
Some basic alerts can be date related, entry date prior to move-in date, exit date prior to entry date etc.
Some basic options might be: send daily, send monthly, etc. HUD Only, Custom only, HUD + Custom. Who to alert, etc.
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
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