643 results found
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Screen customizations
We are requesting the ability to customize screens in more ways. As communities begin working on building out their own exclusively-digital, custom triage tools, there is a need to make the assessments screens more aesthetic and functional.
Some ideas are ability to change text size and color on screens (fields, labels, warnings), ability to delineate sections with lines rather than just spaces, and the ability to customize the icon caution sign on screen 'warnings' (remove icon, pick a different icon).
19 votesThank you for your feedback. We are currently reviewing this request.
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Ability to delete Grant Activity information
Under funding source/grant activity there is no ability to delete. This is an issue if we make an entry in error and need to correct something that was entered previously. Currently you can add an end date, but this doesn't help if something was entered in error, incorrect data is reflected instead of being able to be removed.
19 votesThank you for your feedback. We are currently reviewing this request.
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Be able to schedule reports for more then 1 agency at a time.
I often times need to run the same report for all of our agencies. However, I am only able to schedule the report for 1 agency, when I attempt to schedule this for more then 1 it will override the previous agencies scheduled report.
19 votesThank you for your feedback. We are currently reviewing this request.
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Unlink-relink CLS assessment to other program
Street Outreach projects, now REQUIRED to record contacts via the Current Living Situation ASSESSMENT, are known for having the most occurrences of duplicate records due to the nature of their work and the population of clients being served. As hard as outreach workers & Sys Admins try, duplication of client records and associated enrollments will occur in Street Outreach settings (so much so that it is commented upon in the HUD Data Standards Manual).
When this duplication happened in the past, Admins could merge client records and link the previous Contact services from History -- after unlinking them from one…
19 votesThank you for your feedback. We are currently reviewing this request.
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Ability to Enable/Disable Service Notes
All services automatically have a "Service Note" field where notes can be entered. Agencies have requested that this field be disabled for some of their services as they do not want staff inputting notes here. However, there is not an ability to do this on the back end. It would be helpful if when setting up services, admins would have the ability to enable or disable the "Services Notes" field from displaying.
18 votes -
Add the ability to assign multiple services at once
In it not uncommon to provide multiple services to a client in one engagement. Entering services one by one can be time consuming, especially with the requirement to include a location (geolocation feature is not always reliable so it often must be done manually). It would be helpful to be able to select multiple services from a list and assign them to the same client with the same date of service and location. It would also be helpful to be able to choose multiples services when using the attendance feature.
18 votes -
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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Ability to Assign Additional Agency Access in Bulk
As a sys admin, I would like to assign additional agency access in bulk. For staff such as matchmakers who need access to all agencies in the system, it can be very time-consuming if you have to assign each agency to the user individually.
17 votes -
Ability to copy programs during configuration
A customer inquired about the ability to copy a program when doing configuration. This would be a huge time saver when configuring all programs during an onboarding.
A sys admin could set up one program, copy it for programs that share the same settings, and just need to update the program name.
17 votes -
Assessment Measures
It will be great if 'Assessment Measures' only shows data when the field has been answered and not all fields in the assessment that have been selected to be an 'Assessment Measure'. The current visibility is not ideal to case managers as they only need to see the data within the fields that have been answered.
17 votesThank you for your feedback. We are currently reviewing this request.
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Audit log for users who have accessed a record
We would love a way to run an audit on users who have viewed a client record, even if they have not made any changes to it. Thanks!
17 votesThank you for your feedback. We are currently reviewing this request.
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Current Living Situation Assessment Notification
I would like to propose a CLS notification for Street Outreach & ES projects every 90 days, to ensure that clients are not dormant in the system and they are tracked accurately to reflect their updated housing condition.
17 votesThank you for your feedback. We are currently reviewing this request.
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Ability to make alerts not expire
Our agency needs certain alerts to never expire until they are marked resolved. We use these alerts for safety concerns so it is critical that they come up when a client record is found by search or scan, until they are resolved. Currently, expiration date cannot be left blank. We propose that a checkbox/switch be added for "indefinite" that hides the expiration date (this could be an option at the agency level). Then when the alert is resolved, it can be edited to expire.
17 votesThank you for your feedback. We are currently reviewing this request.
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90 days Inactive Notification
As an HMIS Lead for our CoC, we would benefit from a toggle that would send notifications to assigned staff who have a clients who has been inactive for more than 90 days. We're finding that many clients in our HMIS are remaining open with no contact and we're hoping to prompt a reminder for the case manager so that they will update services, case notes, or CLS as needed.
We're hoping that this type of functionality might be similar to the toggle that allows end users to receive reminders for annual assessments.
Priority: Level 3
16 votes -
Customize DIT Client Matching
Currently, Clarity has 2 client-matching options when using the DIT - full and regular. It would be helpful if users could select custom conditions for client matching in addition to full and regular.
In several communities, the data quality of SSNs are poor (often not collected/NULL), as an example. This results in the auto duplication of client records when other client-matching conditions could have been met. Many communities are very clear they do not want to match clients based on SSNs.
As such, more flexibility in client matching would be beneficial for many communities and make the DIT more useful…
16 votes -
Audit log for System Settings > Assessment Processors page
The Assessment Processors page under System Settings does not have an audit log. It is important to be able to track when Assessment Processors are added or removed from this page, so an audit log or some other tracking option would be helpful to track those changes.
16 votes -
Ability to link notes from agency-level "Notes" tab to a program enrollment
It would be helpful if we had the ability to link notes that have been entered from the agency-level "Notes" tab to a program enrollment (ex: there would be a "Link from Notes" button within the enrollment's "Notes" tab similar to the "Link from History", "Link from Assessments", and "Link from Files" functions).
For certain reports we pull in the last note entered into a client's program enrollment; if an end user accidentally enters notes into the agency-level Notes tab, those notes won't pull into the report. To fix the issue, they have to delete any notes they entered at…
16 votes -
Add the functionality fo referral back to the queue when a referral is sent to a housing provider & does not result in a HMID
Adding the functionality for a referral to be sent back to the CQ when a referral is sent from the CQ to a housing provider that does not result in a HMID and the exit destination is still a homeless category. Allowing referral be return to the queue keeping the history of the original referral, similar to a referral that is denied by a PH provider and sent back to the queue would be very helpful.
Priority level 3
16 votesThank you for your feedback. We are currently reviewing this request.
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Ability to filter custom fields in Looks, etc.
It would be beneficial to have the ability to sort/filter reports (including Looks) by custom-created fields.
16 votesThank you for your feedback. We are currently reviewing this request.
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Update Unit Status in Batch
Customers have asked for the ability to update the status of multiple units at one time (update in a batch). For example, a building and units were set up to prepare for a new building to come online. Units were set to inactive so they would show on the dashboard until the agency was ready to begin leasing up the new building. When the agency is ready to begin lease-up, they need to change hundreds of units to active.
As a property manager, I want to update the status of multiple units at one time so that I can efficiently…
16 votesThank you for your feedback. We are currently reviewing this request.
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