585 results found
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Sum of financial assistance household has received (by type)
A summary page or report that lists out the amount a client has received in total by funding source. Currently staff need to manually look at each service transaction and sum up the amount. This is prone to errors. It would be best if staff can easily see how much a client has received in a specific funding source. For example, how much HIF or Destination:Home funding they have received in the client's history.
29 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.
10 votes -
Ability to Assign Additional Agency Access in Bulk
As a sys admin, I would like to assign additional agency access in bulk. For staff such as matchmakers who need access to all agencies in the system, it can be very time-consuming if you have to assign each agency to the user individually.
12 votes -
Add an option to identify pets as a “Household Member"
User Story:
As an outreach worker who works with unhoused individuals and their pets, I want an option to be added that identifies a pet in the “Household Members” section so that we can link the pet to the owner, have an accurate representation of family size, track safety and liability, and know who the client will be taking with them if they were to receive housing. We provide services to clients AND their animals, and we propose a comprehensive set of criteria to be included such as:
- Photo Entry
- Breed
- Age
- Name
- Color
- Microchip status
- Vaccination records
- Size
- Temperament
- …
35 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.
8 votes -
Change Program Availability Setting Interface and/or Add Audit Log
To change the Program Availability (from "Full Availability", "Limited Availability", or "No Availability") the user just clicks on the name and the text color for the selected option is darker. We frequently have users accidentally changing the setting because there is not "save" feature to change the setting and they don't notice the subtle color change. If we can't get the screen changed, then it would be helpful to have an audit log on this screen so we can identify which users keep switching the setting by accident so we can educate them. Thanks!
8 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).
8 votes -
Ability to Enable/Disable Service Notes
All services automatically have a "Service Note" field where notes can be entered. Agencies have requested that this field be disabled for some of their services as they do not want staff inputting notes here. However, there is not an ability to do this on the back end. It would be helpful if when setting up services, admins would have the ability to enable or disable the "Services Notes" field from displaying.
16 votes -
Enhancing Auto Exit Monitoring in Looker for Client Enrollments
Please add a field to Looker that enables communities to easily monitor inactivity within client enrollments for activity types that trigger Auto Exit functionality. These specifications are documented in Bitfocus Help Desk articles and programmed into Clarity. The absence of a field like this in Looker hampers our ability to ensure clients are not prematurely auto-exited, making the process far more labor-intensive to monitor and spot-check than necessary.
21 votes -
Daily Attendance or Multiple Attendance service to toggle on both options, "Tracking Time is Adjustable" and "Track Time per Attendance".
Customer would like the ability to set a Daily Attendance or Multiple Attendance service to toggle on both options, "Tracking Time is Adjustable" and "Track Time per Attendance". Currently by setting time tracking as adjustable, an attendance service cannot be associated with a service attendance record.
On the database side, the field clientservicetracking.refdate is not populated unless “Track Time per Attendance” is on, which associates it with the clientservice_dates table. If “Tracking Time is Adjustable” is toggled on, then “Track Time per Attendance” is automatically turned off and removed as an
4 votes -
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.
3 votes -
Set maximum ROI term
We would like to be able to set a maximum ROI term in addition to a default ROI term. Our community's release expires 3 years from the date of the signature unless a previous date is specified, however, it is possible to override the date to extend it to any number of years beyond the default. This requires us to monitor and manually update any dates that are set beyond 3 years.
5 votes -
System Warning upon Deletion Request: Enrollment connected to Coordinated Entry Assessment
It would be helpful if the system had a warning built in that alerts you when a program is about to be deleted, but it has a CE assessment attached to it. Currently if you delete an enrollment where a CE assessment has been created, the CE assessment will remain without the program enrollment. However without the program enrollment the assessment no longer qualifies as coordinated entry.
12 votes -
Add dimensions to "Is Last Enrollment" view that are based on last active enrollment
The existing dimensions within the "Is Last Enrollment" view of the Looker HMIS Performance model rank enrollments based on the [Project Start Date] and then [Enrollment ID]; however, in some cases the user needs to be able to limit to each client's last active enrollment in a reporting period as opposed to the last initiated one. This is most relevant when needing to establish whether a client is a "stayer" or a "leaver" for a set of projects in a period.
The proposed solution is to create addition dimensions within the "Is Last Enrollment" view that rank in the following…
11 votes -
Request for Extended Account Reactivation Window for HMIS Users
I’m reaching out about an issue we've been dealing with related to account reactivations for HMIS users. This was actually suggested a few years ago by Joel Remigio here: https://ideas.bitfocus.com/forums/930328-clarity-human-services/suggestions/44574099-extend-duration-of-time-period-for-reactivated-sta.
I’d love it if we could revisit the idea and explore a way to make the process a bit smoother.
We often receive tickets from HMIS users whose accounts have been deactivated due to inactivity. While it’s easy to reactivate their accounts, the issue is that the reactivation doesn’t "stick" unless the user logs in by midnight of the same day.
This becomes a challenge when users are out…
5 votes -
Funder-specific Role
Allow for role to be limited by program funding. For example, auditors from the city that manage ESG funding for programs want to log in to HMIS and view data and client records for just ESG funded projects. Departments will not work because ESG funds programs across different agencies / organizations.
5 votes -
ROI Banner - Different for Yes and No Responses
Currently the orange ROI banner shows for clients that have a "no" response to data sharing, which is a valid "active" ROI response. We would like to see a different banner for clients with active ROI's that are a "no" from those that don't have an ROI on file at all. Thank you.
4 votes -
Filter Outreach Tool by Case Manager
We would love to sort the neighbors enrolled in outreach by case manager to look at patterns of where case managers are focusing or patterns of movement of neighbors across the community.
3 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.
6 votes -
Customize DIT Client Matching
Currently, Clarity has 2 client-matching options when using the DIT - full and regular. It would be helpful if users could select custom conditions for client matching in addition to full and regular.
In several communities, the data quality of SSNs are poor (often not collected/NULL), as an example. This results in the auto duplication of client records when other client-matching conditions could have been met. Many communities are very clear they do not want to match clients based on SSNs.
As such, more flexibility in client matching would be beneficial for many communities and make the DIT more useful…
16 votes
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