761 results found
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Record CLS with services
Combine the process of providing services and recording a current living situation (CLS). Ideally, when providing a service in an outreach program, an additional section on the service would prompt to fill out a CLS assessment. The goal is to make sure that CLS is recorded each time a service is given, and is done on the same page and through the same process to save staff time. The standard CLS process should also be available in case an outreach worker contacts a client without providing a service.
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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Change "category" to "service category" in history tab filters
The distinction between "category" and "type" in the history tab filters has been confusing users, and with the CLSs now available in the history tab, users are using the filters more often than before. Since "category" is relevant to services, just updating it to "service category" would reduce confusion. Thank you for considering this.
11 votes -
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 -
Update the Eligibility function to allow household size based on enrollment size
According to the Program Setup: Eligibility page it's noted "When establishing eligibility criteria based on Poverty Guidelines, household size is calculated based on the client's "global" household (the client-level household) and is NOT based on the number of members in a group enrollment." It would be extremely helpful if there was an option to allow household size to be determined based on the enrolled household members using the eligibility function and not at the global level. Is this an option BF is looking to add to Clarity HS in the future?
11 votes -
Email Functionality
Users should be able to control their email settings to permit or prohibit certain types of auto-notifications.
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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Allow for unit assignment to occur by provider at referral acceptance
Allowing providers to assign units at the acceptance of referrals will minimize the administrative burden of connecting an enrollment to the specific unit after enrollment completion. This is particularly helpful in emergency shelters.
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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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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exit
Update the 'Exit' to say 'Program Exit' to make it more clear. Right now it looks like it was an after thought and it is just to xxit the file.
11 votesThank you for your feedback. We are currently reviewing this request.
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Audit log access
Please allow System Administrators to set Audit Log permissions by role. Agency Managers regularly need to perform data quality checks to see who made what change to a certain field.
11 votesThank you for your feedback. We are currently reviewing this request.
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Allow for Agency Names to be automatically configured as part of Looker Agency folder names
When saving a Look/dashboard to a specific agency's Data Analysis folder in standalone Looker, the folders are labeled with only the agency's agency ID. Users have to first locate the agency ID before they can save the Look/Dashboard o the proper folder as most people do not know them off of the top of their head. If updated, the folders need to still reference the Agency ID so that each agency has a unique identifier, but if the Clarity code could be altered so that these folder names could also contain the agency name, it would make it much more…
11 votes -
Include Data Quality Markers for Client Merge Tool
Have the client merge tool include data quality markers to help determine which record is the best primary based on the quality of the data entered.
11 votesThank you for your feedback. We are currently reviewing this request.
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Expand Active Programs, Active Services, etc. in Client Profile
In the old interface while in a client's profile, you could easily see the client's active program enrollments and recent services on the right side of the screen. In the NUI, the only thing that is expanded on the right side of the screen is the Community Queue, or if there is no Community Queue referral, the household is expanded instead. Users feel that it would be helpful if everything on the right side of the screen (Active programs, Active services, Recent Services and Events, Active Contacts, and Care Team) were already expanded when you click into in a client's…
10 votes -
Program Deleted (Yes / No) Added to Looker
Program Deleted (Yes / No) should be in a field in Looker. At a minimum it should be in the Project Descriptor Model. The Project Descriptor model contains 24 Deleted (Yes / No) fields, but not Project Deleted (Yes / No).
Agencies Deleted (Yes / No)
Agency Funding Sources Deleted (Yes / No)
Agency Funding Sources Program Deleted (Yes / No)
Agency Sites Deleted (Yes / No)
Bed and Unit Inventory Deleted (Yes / No)
Bed and Unit Inventory -- Historical Deleted (Yes / No)
Eligibility Presets Deleted (Yes / No)
Encampment Categories Deleted (Yes / No)
Encampment Status Deleted…10 votes -
New User Interface: When using the History section, could we please make it such that assessments in the search results are clickable?
Hello! Could we please make it so that, when using the History feature in the new user interface, clicking on an Assessment in the search result links you to that specific assessment to view/edit it?
10 votes
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