596 results found
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QR Code for Forms
Add QR code generator
Reason: The QR code can be used to identify hard copies associated with clients or be used when scanning the documents so that system can automatically upload the file to system for respective client.How: add QR section so users can select from file dropdown (allow multiple select and number to generate). Generate a pdf with QR codes.
Allow users to add QR code to scanned/uploaded files. Users can edit how the QR displays on file.
If file has QR code, indicate in the File section of HMIS.
If possible, add QR code to files already…1 vote -
Client Form Enhancements
Add ability to convert screens into forms.
Reason: Administrators often need to create their own forms for general use or specific populations. When screens are updated, the forms need to be updated as well.
How: Allow admin to select screens (client profile, enrollment screens, assessment screens) and their respective fields. Convert fields to form fields. Include the ability to generate a file in multiple formats and or link to post to website.
The selected fields will display as they do on their respective screen, but users may edit.
If possible, convert the constraints to fields. For example, if a field…1 vote -
Screen edit options
Add additional settings to screens to allow data entry edits/updates.
Reason: While some processes may require the screens to be edited/updated by the user when there is incorrect data entry other processes may need to prevent these types of edits.
How: This additional setting will allow administrators to determine if the screen is editable/updatable and how many times a user can edit/update. Add checkbox “allow edits” and if checked add number of types to allow edits. Add banner to show if screen is editable/updatable or has edit limits.1 vote -
Group Enrollments - Removing a program exit for one or multiple household members.
For group enrollments, the option to remove a program exit (reopen a client enrollment) should be an option to reopen the enrollment for one or multiple household members.
1 vote -
Add the ability to attach a file to Clarity messages
It would be helpful to be able to attach files to messages sent within the internal Clarity messaging system.
1 vote -
search option for the "Inventory" tab
As a Care Coordinator for Urban Alchemy, it would be beneficial for there to be a search option when looking for a specific room/unit in the Inventory, instead of having to scroll through an entire roster of rooms/units to find the one I'm looking for. Sometimes the information is needed quickly and the current way of using the Inventory doesn't allow for a quick search. Priority: Level 1
1 vote -
Live Marker: Household Move-In Date
Reason: Move-in date is added to the current head of household at entry, and it is not visible to other members' enrollment or their database records.
Logic: Looker already has a Household Move-In Date field so just apply the same logic for the live marker.
Outcome: When this live marker is added to screens, it will display the current head of household move-in date from the entry screen. Since live markers added to screens show up in the database, client records would also have this field...might need to make this dynamic in the database so that historical move-in dates are…
1 vote -
New interface Add Client button is obscure
The new Add Client button has no hints to tell the user what it does. There is no tooltip, and there is no "URL hint" that appears when you hover over it. Please add some text to the button so users know what it does.
1 vote -
labels
Add the ability to customize labels.
Have the ability to bold, not capitalize labels, and italicize words on screen labels.1 vote -
Enrollment data private for one household member
Have the ability to make a program enrollment private for specific clients instead of the entire enrolled household. For example, when enrolling a household where one or more persons signs an HMIS ROI "No", but the rest of the household signs "Yes", there should be a way to toggle on "Make Program Private" for only the clients that signed "No". Or when toggling "Make Program Private", have a popup that allows you to toggle this on or off for individual clients.
1 vote -
Fix the "Save & Close" button on the exit screen
The "Save & Close" button on the Exit screen does not "close" it saves and reloads the Exit screen. I see this behavior when exiting a client after reopening the program enrollment to fix a data entry error. Improve Clarity by either making the "Save & Close" button close the exit screen OR by renaming the button as "Save"
1 vote -
Add "Agency ID" option in Looker to the field Release of Information
We built a custom report that included identifying the agency that uploaded a specific ROI. The field category "Release of Information" includes fields for Agency CoC and Agency Name, but not Agency ID. There is an ID field listed, but it is the ID of the ROI.
We recently established a uniform naming convention for all of our agencies and programs. For the custom reports that each agencies has that identifies errors in the ROIs that they have uploaded, we have to manually change the names in ALL 150+ agencies.
Please add the Agency ID field to this section so…
1 vote -
Navigators Transition to Case Managers of Outgoing Referral
Allow for the ability to transfer assigned referral navigators to outgoing referral case managers to allow for increased notifications on client referral status.
1 vote -
Safe Guards for Mistaken Expirations
We have had an issue with shelter providers allowing referrals to accidentally expire while still working towards a transportation plan/intake appointment and then subsequently enrolling folks as a non linked enrollment.
Right now if they have already completed intake, to rectify this we have to delete the enrollment and re-refer them to the program opening and then re-add the enrollment. If the provider catches this before enrolling they have to potentially wait on our matching team to resend a match before completing their intake appointment or take the data on paper and enter it later.
While obviously our team needs…
1 vote -
Pronouns for Care Team Members
Currently, users don't have the option to add or display their pronouns within Clarity. I'm suggesting that when a new staff account is created there is a field for adding the staff member's pronouns. These pronouns should then be displayed along with the user's name and contact information when they are members of a client's care team.
1 vote -
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.
1 vote -
Create a standard report for CE Events provided by "regular" programs, not just the "CE System Program".
We have "non-CE System" programs called RAP "Regional Assistance Program" that provide CE events. There is no standard report that provides information about those events. The "CE APR" comes up blank when I run it on the RAP programs. We could use a report that organizes the CE event information. Data Analysis reports are really just a list of what was done.
1 vote -
Ability to assign two people to one bed
We currently have to create two beds and link them together (Bed 1 and Bed 1A) to show that two people are occupying the same bed.
1 vote -
It would be great if customers could color customization their live and training instances.
It would be fantastic if customers could customize the colors of their live and training instances.
1 vote -
Looker Field for Notes & Alerts
Requesting looker fields for encampment notes & alerts. This is critical functionality for coordination and service planning. Requesting fields to obtain the note/alert content, date created, user creating, expiration.
1 vote
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