568 results found
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user caseload dashboard
User Dashboard that summarizes their caseload.
For example: How many and what HUD required fields are not entered correctly/missing, clients without services, notes, CLSAs, missing Annual Assessments, Housing dates not entered within enrollment timeframe, client just turned 18 and needs updating, etc... Any data points where logic is being violated this dashboard would provide a summary of where their caseload stands and has quick links to jump to make those corrections/updates.
9 votes -
Email sent out to Navigator when assigned in Community Queue
When a Navigator is assigned in the Community Queue, it will help tremendously if the Navigator receives an email to know she/he has been assigned a new client. This will avoid having to do an extra step of having to email the Navigator.
9 votesThank you for your feedback. We are currently reviewing this request.
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Note categories should be able to be set on agency level
Custom services are great because they can be set on either an agency or system level. This means that agency managers can set them up. This is NOT the case for the new Note categories field, which can only be set in the field editor - and therefore flow across the entire system and can only be set by system admins. This makes no sense. Agency managers are aware of the wide swath of the work that staff do in a much more immediate way than system admins, and need greater flexibility to set these up, rather than a very…
9 votesThank you for your feedback. We are currently reviewing this request.
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Drill-Down for Assigned Access Roles
The Access Roles page would be more helpful if the number of "Assigned" roles was a drill-down
9 votesThank you for your feedback. We are currently reviewing this request.
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Add Overall Data Quality Score to HUDX-225 HMIS Data Quality Reports
Please add an overall data quality score % (preferably with a corresponding letter grade; 90-100 = A, 80-89 = B, etc) to the top of the existing [HUDX-225]/[HUDX-225-AD] HMIS Data Quality reports available in Clarity. The denominator of this score would be the sum of all possible data quality issues per table row in the report and the numerator is the sum of all total number of errors identified per table row (all in line with the programming specifications in the HMIS Standard Reporting Terminology Glossary).
This overall Data Quality % and score would help provide admins, agencies, and end…
9 votesThank you for your feedback. We are currently reviewing this request.
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Always Set Date Created for Client Profile to Oldest Date When Merging
The Fellowship of the Colorado HMIS Leads would like to formally request a feature enhancement related to the Client Merge tool. Essentially, we would like for the meta data associated with the client profile’s creation date to default to the date of the oldest client record being merged.
Ex:
Jon Smith has two client records, one created on 1/1/2017 and one created on 1/1/2020.
Regardless of which client record is selected as the dominant record to merge, it would be most beneficial if the oldest meta data for the client profile create date remained after the merge (in this example,…
9 votesThank you for your feedback. We are currently reviewing this request.
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A Cap on Published Custom Fields is a Major Barrier to Robust Program Evaluation
Please make it possible for custom fields to be shown as disabled in the reporting universe and please remove the cap on published custom fields. Agencies leveraging the power of client databases need a reporting platform that is dynamic and allows for custom fields to evolve-- be added, edited and retired as needed.
9 votesThank you for your feedback. We are currently reviewing this request.
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Prevent pop-up warning when following guidelines for missing/partial SSN
Even if users follow the updated guidance for SSN data entry when a SSN is missing or they only have the last four (i.e. xxx-xx-xxxx or xxx-xx-####), the "The SSN entered does not conform to Social Security Administration guidelines" pop-up warning still appears. This is confusing to users given that the guidance has changed and especially given that only having the last four is not a DQ issue under the FY24 data standards. Ideally this pop-up would only appear for SSNs listed on the August feature updates page that the SSA considers invalid:
- The last four digits of the…8 votes -
System Subscription Details License Drilldown
https://help.bitfocus.com/dashboard-subscription-details
It would be helpful to be able to drill down directly in the System Subscription Details section to the lists of users/agencies associated with the license seat count numbers. Currently we utilize Looker reports, but quick access from Clarity would be convenient.8 votes -
Block ROI Uploads from an Agency
Our CoC creates partnership agencies, which allow workers from multiple organizations to access their collaborative projects. We want all new client profiles and ROIs to be created under the primary program agencies.
Please create an option to block users from being able to upload ROIs if they are logged into specific agencies.
8 votes -
Create a separate access right for the referrals tab in client records
Currently the Referrals access right allows both the Global REFERRALS tab and the REFERRALS tab in client records. There are multiple use cases where we need users to have access to one or the other but not both of these. We would like to be able to separately assign rights to the referrals tab in client records. Thanks!
8 votesThank you for your feedback. We are currently reviewing this request.
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E-signing doesn't work with touchscreen laptop
According to a user in Santa Cruz, they can't e-sign forms using a touchscreen laptop. It requires using a mouse or using an ios or android device. It would be great if they could take advantage of our touchscreen laptops to sign ROI's and other forms directly into clarity and not have to invest in iPads.
This seems to be an issue with the HTML/script coding of the web page. They found a potential solution here, or at least something to get started https://github.com/szimek/signature_pad.
8 votesThank you for your feedback. We are currently reviewing this request.
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Automatically display address, when adding a geolocation in the location tab.
Automatically display address, when adding a geolocation in the location tab.
When adding a location in the location tab a geolocation marker can be selected, but the address does not appear. Please add an address filed or auto populate the address to display in the address line 2.
The end users have to manually add the address.
This would be a helpful tool for outreach workers, as it would allow them to quickly and easily track the locations of their clients and identify areas where there is a need for services.
Here are some of the benefits of adding this…
8 votesThank you for your feedback. We are currently reviewing this request.
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Attendance Module
On the attendance module at the bottom of the tables shows an aggerate count of the number of times that service was recorded for that day. It shows it as "## clients" which is confusing because depending on the service delivery type a service can be recorded for a client more than once per day.
I suggest changing this to "## entries", "## attendance" or something similar so that it better reflects what count. Right now by indicating "## clients" it is not correct.
8 votesThank you for your feedback. We are currently reviewing this request.
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Ability to delete services within an enrollment
Currently, users have the option to edit a service, unlink it from one program, and then link it to a different program within the Program Service page. They do not have the option to delete the service from the program level history page, instead, they have to navigate to the Client History page to delete the service.
It would be beneficial if users also had the option to delete a service within the Program Service page.
8 votesThank you for your feedback. We are currently reviewing this request.
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Updates to the HMIS Population Over Time model
We would like to see updates to the HMIS Population Over Time model
It would be useful to have more data elements including:
a. Household Type
b. Relationship to Head of Household
c. Project Start/Exit Month/Year just like setup in HMIS Performance and Client Model.
d. Reporting Period Start/End Date
e. Referrals
Etc.
- It is currently difficult to perform population-based measure without additional data elements in this model. Using a Merge Query doesn't work for visualizations requiring pivot. For example
a. How to get Households served by different project types over time pivoted by Household Type?
b. In a quarter…
8 votesThank you for your feedback. We are currently reviewing this request.
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Cascade Current Living Situation Updates for Coordinated Entry
We know that Current Living Situation needs to be entered anytime there is contact with a client, or at least every 90 days as community-defined, in our Street Outreach and Coordinated Entry programs.
Our Call Center enrolls Coordinated Entry clients; most homeless clients are simultaneously enrolled in Street Outreach. Street Outreach then continues to work with these clients – and it seems would need to enter Current Living Situation updates in both the Street Outreach and Coordinated Entry enrollments, which is redundant.
Can you add a feature in Clarity to cascade CLS updates?
8 votesThank you for your feedback. We are currently reviewing this request.
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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.
8 votesThank you for your feedback. We are currently reviewing this request.
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Have program title in screens where editing (example funding)
When editing a program and working with the program options in the the right column, (such as bed list or funding), once one of those options is selected you are unable to tell which program you are editing data for. It would be nice if the program title could carry into the screen you are working in within program admin.
8 votesThank you for your feedback. We are currently reviewing this request.
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Auto Offline End Dates
Currently, you have to specify a period of time to make units automatically offline at program exit. It would be useful to have an option to make units offline indefinitely with no offline end date. To get around this, we make the offline period a very long time, but then users are confused about this random end date way out in the future. Also, users cannot clear out the end date from the Inventory dashboard, which would be very helpful.
7 votes
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