714 results found
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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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search for client by phone number
It would be really great if we were able to search by participant phone number. I get a lot of calls where I can't fully decipher the name they give me on the voicemail message but they leave a phone number. I can sometimes call them back and figure it out of course, but it's really helpful to be able to find their name for folks whose phones don't work/turned off, etc. This makes it much easier to follow up with their housing.
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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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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Assigned staff from non-primary agency
Currently, within an enrollment users can only assign staff members who have the agency where the enrollment lives as their "primary" agency (unless assigning themselves). So, if a user has access to multiple agencies, other users can only assign that user to an enrollment in that user's primary agency.
The drop down picklist for assigned staff SHOULD include all staff with access to that agency, even if it is not their primary agency.
13 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.…13 votesThank you for your feedback. We are in the planning phase of a feature or update related to this item.
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VA Financial Services need to display the Financial Start and End Date on the History tabs
With the Oct 1, 2025 update, the VA Financial Services now appear on the History tabs with the "Date Provided" as both Start and End Date. Our users need to be able to easily see the Financial Start and End Dates. For example, if you pay October rent on September 25th, you only see 9/25/2025. We need to also see "10/1/25 to 10/31/25". Without those dates, it is very confusing to the users. Having to edit the service just to see which month we provided rent is not intuitive. Please find a way to add the Financial Start and End…
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 -
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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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.
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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Recurring Reports
It would be help to have a recurring schedule options of the reports within the schedule option now. Currently, an user is able to schedule reports for each day they want the report initiated. It would be extremely useful to have an option to run reports daily, weekly, monthly, etc..
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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Add time tracking to other service categories
Adding time tracking to other Service Categories, particularly Mental Health.
11 votes -
Prompt new referral to CQ when a new CE assessment is completed
Is there a way to automatically remove households from the current Community Queue when a new VI-SPDAT is completed, so they appear on the correct priority list?
For example, if a client originally completes a Singles VI-SPDAT and later completes a Family VI-SPDAT, they remain stuck on the singles queue. We need a way for the system to automatically remove them from the singles queue and allow the family VI-SPDAT referral to appear on the family queue instead.
The only solution we have found is deleting the old queue referral, and re-referring to the queue from the new VISPDAT. We…
11 votes -
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 -
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
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