761 results found
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annual assessment contraint
I would like to add a constraint for users to not allow them to add an annual assessment that is out of the required 60 day range for HUD annual assessments. This is a common DQ issue that could be handled in data entry rather than in a DQ report.
10 votes -
Ability to Create Units in Bulk
It is very time-consuming to set up thousands of units individually. When units share similar characteristics, it would save a significant amount of time if multiple units could be set up at once by adding a "Create Multiple Units" feature, similar to posting multiple units using Availability.
10 votes -
Enhance Program Availability Functionality and Customization Options
Currently, communities can add certain custom fields to Program Availability to track details on program openings, however, the ability to customize the availability form is limited (e.g. no dynamic screen options, limited field types, inability to edit default fields). In its current state, communities may choose to use 3rd party form solutions outside of Clarity to track program openings or use workarounds to structure the availability form to capture local information (e.g. using a field as a label).
The Availability Form could be improved by providing screen functionality, offering all field types, and allowing for the editing of default fields…
10 votes -
List suffixes, last 4 of SSN, or other additional identifying info on Household Members list to the right of Client Profile
Some families have children named after a parent, leading to multiple persons with the same first and last name in the household. It would be much easier to navigate to the correct household member if there were their suffixes (Jr., Sr., etc.) listed by the name so you knew which one you were clicking. It would also help to ensure that the right person is assigned with the right member type. Right now, the display can be confusing and lead to errors being made.
10 votes -
Custom Notifications for Assessments
Users should have the ability to create a custom notification, for example to alert them when an assessment is due or coming due. This could be similar to the notification for Annual Assessments, except able to be used with any assessment, even custom assessments
10 votesThank you for your feedback. We are currently reviewing this request.
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Access Role Duplication
It's great that Clarity offers so many access rights, which allows customers to create very specific access roles. It would be a great time savings if we could start creating a new access role by duplicating an existing access role and then adjusting the access rights.
10 votesThank you for your feedback. We are currently reviewing this request.
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System Notification for Referral Updates and New Notes to the Agency Receiving the Referral
System notifications for Updated Referrals and New Referral Notes are sent only to the staff member who created the referral. This is to request that these automated system notifications also be sent to the Staff Member at the Referred-To Program. Notes are also only visible. This would improve communication between different teams and save referred-to agencies from clicking through each client on the referral list checking for updates.
10 votesThank you for your feedback. We are currently reviewing this request.
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HUD field Constraints
Whenever the HUD data standards are updated, we find that we have to replicate Bitfocus's constraints for our custom screens. Instead, adding the option to apply the already made constraint to the screen would be useful...either at the field level (Use current constraint for any screen when field is added) option or screen level (copy constraint to screen when field is added) option...
10 votesThank you for your feedback. We are currently reviewing this request.
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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.
10 votesThank you for your feedback. We are currently reviewing this request.
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Additional Options for Capturing 'Prioritization Status' for Coordinated Entry Assessments (4.19)
Related to the existing idea advocating for 4.20 Coordinated Entry Events to be Service based Events instead of Inferred Events, (https://ideas.bitfocus.com/forums/930328-clarity-human-services/suggestions/43917810-provide-access-to-data-element-4-20-response-categ), there is an additional need related to how the 'Prioritization Status' associated with 4.19 Coordinated Entry Assessments is captured within Clarity.
Currently, the only way to capture that a client has been 'Placed on prioritization list' (4.19_7.1) is if the Coordinated Entry Assessment associated with the client is placed on a Community Queue. For communities that choose to take advantage of the CQ functionality offered by Clarity, this works well, but for communities who choose not to…
10 votesThank you for your feedback. We are currently reviewing this request.
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Change display constraints for veteran status question
The display constraint for veteran status is built so the question will only display if age = 18 or older. This means the question does not appear for adults that refuse to give a date of birth. We would like a way to populate the veteran question for clients who refuse to give DOB. I created my own workaround for this issue that involved creating a button that hides the veteran status question if the end user indicates "client is a minor" instead of basing the display constraint on the calculated age, but perhaps a better method could be devised.
10 votesThank you for your feedback. We are currently reviewing this request.
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Option to pull client level reports with PII redacted/missing
Agencies and communities are required to provide redacted client records when monitored by HUD. Currently, agency staff print the reports, cross through client PII, scan reports, and submit them to HUD. Often the redaction is insufficient. It would be very awesome if users could choose to pull client-level reports excluding PII to serve this purpose.
10 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…
10 votesThank you for your feedback. We are currently reviewing this request.
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Client Specific Assessment Report
It would be helpful to have a report that can be found in the Client Reports section that returns full details on Assessments. It seems like that should already exist based on what reports are available for clients but somehow it doesn't. Something that allows you to select the Assessment(s) you want included and the date range (like the GNRL-210 Assessment Details Report) but for one specific client that can be easily printed.
10 votesThank you for your feedback. We are currently reviewing this request.
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Remove CLS from Assessment Listing on Hx and Assessment pages
The new inclusion of the CLS in the History and Assessment sections of a client's record is overwhelming and off-putting to users who need to see a full glimpse of a client's history (if that client has a hx in SO projects). Please re-consider this update to Clarity 2.0.
While we realize that the CLS is technically an Assessment, that is due to HUD's re-design of what serves primarily as a street outreach contact that is required for HUD funded SO projects. As you know, this used to be a "contact" and was better suited for SO workers in the…
9 votes -
Webhook Support
It would be helpful to have webhook support to get notified of api changes instead of having to ping your api on a regular basis. Specifically, we're interested in being notified when new referrals are created and when existing referrals are updated (status changes, field edits, etc.), but we’d also be interested in household/enrollment changes as well.
9 votes -
Separate Public Alerts Rights From Notes
If you separate out public alerts at the agency level from notes as separate user rights then you can enable one without the other. The program restrictions on the same screen have already been separated out. Let's finish the design change by separating Public Alerts from notes.
9 votes -
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.
9 votes -
Embed Looker Dashboard on Public Website
Similar to the way users can embed individual Looks on a public-facing website, a customer would like to embed Looker Dashboards on public-facing websites.
9 votes -
Request to Add preferred pronouns" data field to XML schema for DIT purposes
Eric Jahn I creating this request per Kerri-Lynne's request. See details
in JIRA : https://clarityhs.atlassian.net/browse/DM-1992Do we have a plan to add the preferred "pronouns" data fields to XML schema for DIT purposes?
9 votes
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