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Unlink-relink CLS assessment to other program

Street Outreach projects, now REQUIRED to record contacts via the Current Living Situation ASSESSMENT, are known for having the most occurrences of duplicate records due to the nature of their work and the population of clients being served. As hard as outreach workers & Sys Admins try, duplication of client records and associated enrollments will occur in Street Outreach settings (so much so that it is commented upon in the HUD Data Standards Manual).

When this duplication happened in the past, Admins could merge client records and link the previous Contact services from History -- after unlinking them from one of the duplicate enrollments. However, with CLS assessments not currently having this functionality, Admins are now looking at a lot of time for staff to do this manually, and it is simply not fair that the design of this new data element in the software results in this setback.

PLEASE update the Current Living Situation Assessment to be able to be Linked from History, in line with how other Assessments & Services function in Clarity. This feature enhancement is much needed!

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Arthur Warmoth shared this idea  ·   ·  Report…  ·  Admin →
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  • Marianne Colangelo commented  ·   ·  Report

    I wrote about this in length in a support ticket and wanted to add that content here, for better context. I hope this issue can get some attention!

    Here's the thing:
    Street Outreach projects, now REQUIRED to record contacts via the Current Living Situation ASSESSMENT, are known for having the most occurences of duplicates due to the nature of their work and population of clients. So it follows that this should be expected. When it happened in the past, we could link services, as you know -- after unlinking them from one of the duplicate enrollments. However, now we are looking at a lot of time for staff to do this manually, and it is simply not fair that the design of this new data element in the software results in this setback.

    PLEASE make the Current Living Situation assessment linkable to different enrollments within the same project. This is very much needed.