685 results found

1. Toggle Services

   When we go in to enter services for a CORE Mobile Outreach client, we would like a drop down menu that we can use to toggle services after entering the service dates and vendors. At the moment, we have to enter each individual service one by one, which is extremely repetitive and time consuming.

   Example

   Service start date: 1/1/2021 Service end date: 1/1/2021
   Vendor: Team A

   Services
   Toggle slide Emergency supplies
   Toggle slide Animal services
   Toggle slide DMV

   Referrals
   Toggle slide Concord Care Center
   Toggle slide Warming center

   Linkages
   Toggle slide HCH Mobile Clinic

   Save

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   4 comments  ·  Services  ·  Delete…  ·  Admin →
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   Under Review  ·  Danielle Robadey responded

   Thank you for your feedback. We are currently reviewing this request.

2. 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 strict type, system-wide approach.
   Furthermore, custom services can be disabled as needed over time. Picklist values like note categories can only be deleted - which is its own problem.
   The end result is that we don't use Note categories at all, and therefore can't do any categorical reporting or filtering of Notes.

   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… more

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   Under Review  ·  Danielle Robadey responded

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3. Drill-Down for Assigned Access Roles

   The Access Roles page would be more helpful if the number of "Assigned" roles was a drill-down

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4. 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 users with a quick way to determine how their data looks and could also be useful for project performance monitoring.

   Additionally, national conferences like NHSDC have stressed the need for providing agencies & end users with data quality scorecards associated with HMIS data, referencing how providing an overall score or letter grade typically results in more of a response and desire to correct data. Currently, this can only be achieved via manually manipulating results from the HUD DQ report. It would be much more ideal if Clarity offered this overall DQ score by default.

   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… more

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5. Enhancement Report Request: [GNRL-220] Program Details Report [2019]

   Objective: Only show relevant fields on report.

   1. If the field is hidden on the screen, then hide the field in the report.

   Reason: With the addition of the hide function on the screens, there might be fields that may not make sense to the end user and will display on the report.
   Outcome: Any field that is hidden on the screen will not show up on the report.

   1. If data is not applicable, then show "Not Applicable."

   Reason: There are fields that are not applicable to all project types and may not appear on the the screens. Also, the cascading process will transfer data that may not be applicable for the new enrollment, but will be displayed in the report.
   Outcome: Display "Not Applicable" when field is not applicable to program/enrollment.

   Objective: Only show relevant fields on report.

   1. If the field is hidden on the screen, then hide the field in the report.

   Reason: With the addition of the hide function on the screens, there might be fields that may not make sense to the end user and will display on the report.
   Outcome: Any field that is hidden on the screen will not show up on the report.

   1. If data is not applicable, then show "Not Applicable."

   Reason: There are fields that are not applicable to all project types and may not appear on the the screens. Also, the cascading… more

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6. 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, 1/1/2017).

   For context, we’re trying to monitor the number of new client profiles being added to the system and have found that merging duplicate records skews the numbers a bit, particularly if the newer client profile has better data quality than the older. With the current functionality of the merge tool, in order to retain the oldest client profile create date, we’d have to spot-check both records each time to see which record is oldest, and if the oldest record had poor data quality, manually transpose the better data into the older record in order to retain their true client profile created date.

   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,… more

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   Under Review  ·  Danielle Robadey responded

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7. 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.

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   Under Review  ·  Danielle Robadey responded

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8. 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.

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9. 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.

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10. DIT Improvement: Download Results

    When reviewing results in the DIT interface, there can be hundreds of pages on the results page.

    To allow for easy review, searching, and filtering, an excel/csv downloadable version of these results would benefit end users.

    8 votes

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11. 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

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12. 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!

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    0 comments  ·  Referrals  ·  Delete…  ·  Admin →
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    Under Review  ·  Danielle Robadey responded

    Thank you for your feedback. We are currently reviewing this request.

13. 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 feature:
    It would save outreach workers time and effort, as they would no longer have to manually enter the address of a client into the app.

    It would improve the accuracy of the data collected by the app, as the address would be automatically generated from the client's location.
    It would allow outreach workers to identify areas where there is a need for services, as they would be able to see where clients are located on the map.

    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… more

    8 votes

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    Under Review  ·  Danielle Robadey responded

    Thank you for your feedback. We are currently reviewing this request.

14. 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.

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    1 comment  ·  Services  ·  Delete…  ·  Admin →
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15. CSV/XML Export - include Unique ID instead of Personal ID

    HUD's new EVA data quality tool, provides a powerful resource for identifying data quality issues. However, EVA flags clients with errors and identifies them using the Personal ID. I assume this is because the Unique ID is not available in the export. I'm curious why this is. Is it possible to make the Personal ID searchable in Clarity or to replace it in the export with the Unique ID? I'm trying to find an easy way for our partner agencies to use EVA to find and correct errors, but as of now, it is not easy for them to navigate the errors based using Personal ID. The Personal ID can be inserted into the URL link to get to the client profile, but this is a cumbersome process when working with a large amount of corrections, especially for less savvy HMIS users. Making the CSV/XML export use the Unique ID rather than the Personal ID or making the Personal ID searchable in Clarity would be helpful.

    HUD's new EVA data quality tool, provides a powerful resource for identifying data quality issues. However, EVA flags clients with errors and identifies them using the Personal ID. I assume this is because the Unique ID is not available in the export. I'm curious why this is. Is it possible to make the Personal ID searchable in Clarity or to replace it in the export with the Unique ID? I'm trying to find an easy way for our partner agencies to use EVA to find and correct errors, but as of now, it is not easy for them to navigate… more

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16. 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.

    1. 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 – how to create a table of client counts with first, second, and third month of quarter as column?

    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.

    1. 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… more

    8 votes

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    Under Review  ·  Danielle Robadey responded

    Thank you for your feedback. We are currently reviewing this request.

17. Allow private clients when tied to multiple agencies

    Update the Client Privacy functionality to allow for marking clients private even when they are associated with multiple agencies. Currently, this option is disabled if the client has multiple agencies working with them, and there are cumbersome workarounds to get the client data protected when needed. This enhancement should allow us to mark the client private, and then data will be limited to the agencies that are currently working with the client. Our local consent revocation policies state that any previously shared information will still be shared if a client revokes consent, and data will, moving forward, be limited to only their existing agencies. It may be helpful to be able to toggle this functionality on/off if other communities’ policies don’t allow for that same process.

    Update the Client Privacy functionality to allow for marking clients private even when they are associated with multiple agencies. Currently, this option is disabled if the client has multiple agencies working with them, and there are cumbersome workarounds to get the client data protected when needed. This enhancement should allow us to mark the client private, and then data will be limited to the agencies that are currently working with the client. Our local consent revocation policies state that any previously shared information will still be shared if a client revokes consent, and data will, moving forward, be limited to… more

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18. 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.

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19. Direct referral of eligible programs dependent not on agency CoC but program CoC

    The limiting factor in providing a direct referral to an eligible program is that the agency CoC of the user must be the same as the agency CoC of the program. While an Agency can only be assigned to a single CoC, its Programs can be assigned to a CoC different than the parent agency or even multiple CoCs.

    When the user's CoC does not match the agency CoC for the program to which the user wants to make a referral, the program will not be made available, even though the client might otherwise be eligible.

    The eligibility engine should consider Program CoC designations in addition to the Agency CoC designation.

    On your behalf, we will submit a feature enhancement request to have the eligibility engine consider not just the CoC of the program's parent agency, but the CoC of the program itself."

    The limiting factor in providing a direct referral to an eligible program is that the agency CoC of the user must be the same as the agency CoC of the program. While an Agency can only be assigned to a single CoC, its Programs can be assigned to a CoC different than the parent agency or even multiple CoCs.

    When the user's CoC does not match the agency CoC for the program to which the user wants to make a referral, the program will not be made available, even though the client might otherwise be eligible.

    The eligibility engine should… more

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    Under Review  ·  Danielle Robadey responded

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20. Please add columns to the [GNRL-106] Program Roster report to indicate the increase in each client’s cash income.
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