596 results found
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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…
15 votes -
Include referral notes in Basic Shared with access rights toggle
We're having an issue where certain housing navigators are not able to see or leave referral notes if they are not working under an agency that sent or is receiving the referral. Our community voted to set Service/Programs/Assessments/Events Placed as "basic shared," and because these are all grouped together, we can't open up sharing for referrals for certain access roles because the agency sharing settings override any access role permissions. A solution to this would be to include referral notes in Basic Shared, since leaving a note is not changing the status or behavior of the referral in any way.…
15 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…
15 votesThank you for your feedback. We are currently reviewing this request.
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Expand Observation Period in Population Over Time Model
I understand that developers are planning on improvements to the HMIS Population Over Time model and I'd really like to see the it go back farther than two years. If the point of this is longitudinal analysis, it should go back farther, especially given that the LSA looks back three years. Ideally I would like to see it go back to 2012 so we can dig deeper into client histories similar to the canned CLNT-127 report.
15 votesThank you for your feedback. We are currently reviewing this request.
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Allow end users to download and print form pages
For agencies who are trying to save time, it would be very beneficial to have a download/print function within Clarity, tied to the enrollment form. Some agencies can enter directly into HMIS, and do not need a paper copy, but there are many agencies who are required to store paper forms. They have to do their enrollments on paper forms, then enter into HMIS. If you could print the form, it would save them a lot of time. Currently, when you print an enrollment form using the basic web browser function, it does not retain the responses to checkboxes, such…
15 votesThank you for your feedback. We are currently reviewing this request.
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Program history - destination
It would be very, very helpful to be able to see the HUD destination at program exit in the program history screen. As of now, we have to click into the program and click over to the exit screen to see this.
15 votesThank you for your feedback. We are currently reviewing this request.
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Multi-CoC Projects: Allow a Primary Site for Each CoC
When reviewing and reporting on data for projects that serve more than one CoC, currently primary site needs to be inferred when the CoC != the Selected CoC as there can only be one primary site in the Clarity UI. This impacts the LSA, HIC, and CSV Export.
The Data Dictionary states that "There must be a one-to-one relationship to 2.02 Project Information if the project only serves one CoC (most common). … It must be possible to associate a project with the CoC code for every geographic area in which the project operates and for which it will be…14 votes -
“Your recent client searches” advanced settings
This is from a previously archived idea.
This is a Feature Request regarding the “Your recent client searches” box on the Search page. I’ve talked with users who would like to either have none/hide this and other users who would like to see more clients in the list. Having an option at either the agency- or user-level to change the number of clients that appear in that Recent Searches box would be a very nice addition!
14 votes -
Limiting Assessments
We have an assessment that chronicles the housing status of our clients. We would like there to only be ONE assessment so users are redirected to updating the existing one.
Can you add a toggle that would block any additional assessments from being completed if the client's account already has one?
14 votesThank you for your feedback. We are currently reviewing this request.
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Require Assessment Completion
While it is possible to require completion of individual fields on Assessments, users can still skip an entire Assessment that might contain important fields, like Current Living Situation.
it would be great to have a way to require completion of an Assessment within a data collection workflow.
14 votesThank you for your feedback. We are currently reviewing this request.
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System Warning upon Deletion Request: Enrollment connected to Coordinated Entry Assessment
It would be helpful if the system had a warning built in that alerts you when a program is about to be deleted, but it has a CE assessment attached to it. Currently if you delete an enrollment where a CE assessment has been created, the CE assessment will remain without the program enrollment. However without the program enrollment the assessment no longer qualifies as coordinated entry.
13 votes -
Retain Historical Opening IDs with Referral Connections in Looker
Currently, Opening IDs with referral connections can only be viewed in Looker's CE Model for referral status's that are Pending or Pending - In Process. Retaining historical opening id information for all referral status types (completed, denied, etc.) would allow for trend analysis on the length of time between when a unit is posted and the date a client is referred to the unit.
13 votes -
Allow ROIs Uploaded by Agencies Who Go Inactive to Remain Valid
Currently, if an agency is inactivated, all ROIs uploaded by that agency become invalid and any clients relying on those active ROIs get an "ROI missing banner". Our ROIs are set up for the entire CoC, so the agency uploading them is not relevant to the ROI's validity.
Please add an option so ROIs can remain valid, even if the uploading agency has been inactivated.
13 votes -
Allow custom fields related to Referral Status to be added to a Referral Screen
As communities develop more complex Coordinated Entry Systems, more flexible referral status tracking is becoming a priority. It would add significant flexibility if system admins could add custom fields to the Referral Screen to capture additional details about referral's status. For example, adding a follow up question to "Reason Denied" to capture an additional layer of detail about why a referral was denied.
13 votesThank you for your feedback. We are currently reviewing this request.
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Case Manager Notification when assigned a referral
We would like to request that the case manager receive a system notification when assigned to a referral. Currently users can only see this information if they go to the "Case Manager" tab within the Caseload tab.
13 votesThank you for your feedback. We are currently reviewing this request.
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Alphabetical Sorting of Programs on Eligibility Screen
When referring a client to a program via the Eligibility screen, the list of programs is currently sorted by Type ID, Agency ID, Program ID. Instead it makes more sense for these to be sorted by Type ID, then Agency NAME, and Program NAME. Since we are able to control the names for our programs, but not the ID number, this gives us control over the sorting which would be ideal.
13 votesThank you for your feedback. We are currently reviewing this request.
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Enrollment type care team member start date when assigned staff changes
Currently, if the assigned staff for an enrollment is changed, the start date for an enrollment type care team member does not reflect the date of this change and instead shows the project start date regardless of whether or not the staff member was the client's assigned staff at that time. We would love to see the new assigned staff's care team member start date reflect the day the assigned staff changed rather than the project start date. This would help us track when a staff member (especially navigators) were assigned to a given client.
13 votesThank you for your feedback. We are currently reviewing this request.
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Create a workflow warning and hard stop for Housing Move-in Dates prior to the Enrollment Date.
Create a warning to notify users when they enter a Housing Move-in Date prior to the Enrollment Date. It should also prevent the user from saving the enrollment. The Housing Move-in Date cannot be prior to the client's enrollment date even if it is a PH to PH transfer. This creates an error on the APR. The APR in Clarity categorizes this as not being housed even though there is a recorded housing move-in date.
This causes problems when trying to troubleshoot the issue.
13 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.
12 votes -
Add dimensions to "Is Last Enrollment" view that are based on last active enrollment
The existing dimensions within the "Is Last Enrollment" view of the Looker HMIS Performance model rank enrollments based on the [Project Start Date] and then [Enrollment ID]; however, in some cases the user needs to be able to limit to each client's last active enrollment in a reporting period as opposed to the last initiated one. This is most relevant when needing to establish whether a client is a "stayer" or a "leaver" for a set of projects in a period.
The proposed solution is to create addition dimensions within the "Is Last Enrollment" view that rank in the following…
12 votes
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