627 results found
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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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APR for multiple programs at once with separate reports output
A customer has requested the ability to run the APR for multiple selected programs or agencies with the same parameters all at once, but get separate reports for each program/agency as the output.
13 votesThank you for your feedback. We are currently reviewing this request.
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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 -
Preferred Name Line
Have a preferred name line in addition to the legal name information. I have had clients that go by their middle name, or perhaps they are transgender and they go by a different name, or they have a street name that they prefer. It is important that other providers know that a client goes by a different name. Also would be amazing if that was also searchable because sometimes you encounter someone who only tells you their street name.
12 votes -
Ability to edit denial dates
Having the ability to edit incorrect denial dates is very important for data quality in our CES/CoC. Users enter denial dates and they often don’t reflect the proper date. As of now, we are able to click into the denial date and enter a new one, but get an error message when trying to save changes.
12 votes -
Button to "re-run" reports in the queue
Users and Admin often have to run a report to catch data quality issues > fix the issue > then re-run the report, a very common workflow.
In the queue, there is a trashcan button and an "open" button. It would be so helpful and sensible to have another button for "re-run" in order to just run that same report that is in the queue with the same parameters to make it much more efficient to check to see if the changes done corrected the data error in the report.
12 votes -
Start Date and End Date Validation
Before saving a Start Date or End Date, validate the date is a valid calendar date. This could also check for dates recorded prior to 1/1/1915 as noted in HMIS Reporting Glossary. This could also check for dates in the future and give a warning message when the user saves that it is a date in the future to confirm accuracy. This could apply to both enrollments and services.
12 votesThank you for your feedback. We are currently reviewing this request.
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live markers
Allow admin to create their own system live markers - this might provide solutions to all the live marker related improvement requests here.
Doing so would grant us more freedom over our own systems and and meet the needs / preferences of our CoCs.
12 votesThank you for your feedback. We are currently reviewing this request.
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ABILITY TO SORT/FILTER CLIENT/PROGRAM FILES
Many of our partner agencies are trying to eliminate the need for paper files. However, it can be difficult to find uploaded files. Please add the ability to filter/sort files by category and file name. Thank you.
12 votesThank you for your feedback. We are currently reviewing this request.
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When moving an enrollment from one project/program to another due to a data entry error, any services, notes, files etc. does nto get moved
When moving an enrollment from one project/program to another due to a data entry error, any services, notes, files etc. do not follow or get moved to the correct enrollment which requires staff to delete the services, notes, files that might have been placed at the incorrect project/program and then re-enter all of those items. It would be helpful if the "move" tool moved all items related to the enrollment.
12 votesThank you for your feedback. We are currently reviewing this request.
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"Status Assessment" side display should be most recent first
Right now the oldest one is first. On almost every screen, the "history" is displayed with the most recent items first. Look at both History tabs, both Assessment tabs, the Program tab, and so on. But when you edit an enrollment and look on the right-side display, the oldest one is first. In order to find out if something recent is missing you have to page through them. This display should show the most recent first like all the other tabs. I tried to paste a screenshot but it did not appear here.
12 votesThank you for your feedback. We are currently reviewing this request.
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"Housed" indicator on profile screen
A customer has requested the ability to have an indicator on the Profile screen that notes if a client is housed in their system. This could be done with the ability to deploy a Live Marker for "Housing Move-In Date Entered" on the profile screen or the creation of a new Live Marker that calculates a "housed" status across the system. This live marker in conjunction with the "Warning" functionality could provide a quick display of housed status.
12 votesThank you for your feedback. We are currently reviewing this request.
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Audit Log Enhancements
Here are some of the things we would like to see in an audit log:
Audit log similar to client audit log (full history) for user accounts (last edits, values changed, additional agency access added/removed, email changed, photo changed, etc)
Agency audit log for changes to address, active status, creation date.
Program audit log in the same vein with history (who changed what and when on a program - the name, the funding, the beds, basically every PDDE change/edit/creation)
Service audit logs (who created them, edited them, changed available dates, active/inactive, etc.)
Sharing settings - audit history on sharing settings.…12 votesThank you for your feedback. We are in the planning phase of a feature or update related to this item.
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Looker - Household Engagement Date
A Looker field for Household Engagement Date that functions similar to Household Housing Move-in Date. When pulling for the number of persons engaged, the other household members (i.e. children) will not be counted because the engagement date is not collected on their enrollment screen.
11 votes -
Change Program Availability Setting Interface and/or Add Audit Log
To change the Program Availability (from "Full Availability", "Limited Availability", or "No Availability") the user just clicks on the name and the text color for the selected option is darker. We frequently have users accidentally changing the setting because there is not "save" feature to change the setting and they don't notice the subtle color change. If we can't get the screen changed, then it would be helpful to have an audit log on this screen so we can identify which users keep switching the setting by accident so we can educate them. Thanks!
11 votes -
Add Program Setting to Allow or Disallow Direct Referrals
We often get users making "direct referrals" from the Referrals tab on the client profile page in error (they should instead be making a referral from the queue). There is currently a setting on the Program page called "Direct Unit/Bed Referrals", which is related to Inventory. It would be great if there was setting called "Direct Referrals" (options could be Disabled, Optional, Required) to first determine if any direct referrals are allowed to the program. Then the "Direct Unit/Bed Referrals" setting could be sub-setting to determine the parameters of the direct referrals (if allowed).
11 votes -
Standalone Building name needs to be distinct
When you create a site of type "Standalone Unit", the system creates a default Building called "Standalone Site Building". If you have multiple sites of this type, you cannot tell them apart in the filter. Please update the naming convention to include the site name in some fashion. That puts the onus on us, the customer, to choose distinct Site Names, which I think is appropriate. I suggest "Standalone" + "Site Name", but I am open to other ideas.
11 votesThank you for your feedback. We are currently reviewing this request.
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Sheltered PIT screen for non-participating programs
A customer has suggested that having a screen or other place to collect sheltered PIT data counts in Clarity for non-participating agencies/programs would be helpful. Rather than needing to collect this data in external places like Excel and then blending with Clarity sheltered PIT data, it would be great to have all the PIT data in one permanent place. This data could then be pulled in to the PIT/HIC reports in the Clarity report library.
11 votesThank you for your feedback. We are currently reviewing this request.
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Updating the client forms to allow for further development and/or downloading form already in existence from the customer
Updating the client forms to allow for further development changes in font color, inclusion of custom logos, underline, font picklist, just like any other document that can be helpful and/or allow to download customers existing forms to update for the signature line or witness signature line, date, etc.
11 votesThank you for your feedback. We are currently reviewing this request.
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Cascading from status/annual/exit screens to new enrollments
Customers have expressed the desire to have data fields entered in status/annual/exit screens to cascade into new enrollments. We know that enrollments can cascade into other enrollments, and that there are data fields entered at enrollment that are not collected in the status/annual/exit screens. However, the data would be most useful and accurate if cascading considered most recent data fields from the enrollment AND status/annual/exit screen. The goal would be to have the most recent fields from the enrollment and status/annual/exit screens cascade to subsequent enrollments.
11 votesThank you for your feedback. We are currently reviewing this request.
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