535 results found
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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
- …
29 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.
19 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.
11 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.
10 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…
15 votes -
Ability to edit denial dates
Having the ability to edit incorrect denial dates is very important for data quality in our CES/CoC. Users enter denial dates and they often don’t reflect the proper date. As of now, we are able to click into the denial date and enter a new one, but get an error message when trying to save changes.
11 votes -
When a user assigned to a Care Team is deactivated in Clarity, automate an end date to the Care Team assignment
When users are deactivated in the system, they remain as active members of a client's Care Team. This impacts reports that show "active care team members." It would be great to automate an end date to the Care Team member when their account is deactivated in HMIS.
13 votes -
Audit log for System Settings > Assessment Processors page
The Assessment Processors page under System Settings does not have an audit log. It is important to be able to track when Assessment Processors are added or removed from this page, so an audit log or some other tracking option would be helpful to track those changes.
16 votes -
Preferred Name Line
Have a preferred name line in addition to the legal name information. I have had clients that go by their middle name, or perhaps they are transgender and they go by a different name, or they have a street name that they prefer. It is important that other providers know that a client goes by a different name. Also would be amazing if that was also searchable because sometimes you encounter someone who only tells you their street name.
10 votes -
Add additional inactivity auto-exit exit date functionality so that exit dates can be set to the date the auto-exit takes place
The use case for this is coordinated entry programs. Currently, inactivity auto-exit functionality is limited, allowing the exit date only to fall on the last date of an eligible activity or the last bednight. These dates are designed to minimize overlaps in housing programs or shelters; however, this is not a concern when it comes to coordinated entry.
Many communities have time limits placed on when someone becomes inactive, and is thus no longer prioritized for coordinated entry. A great option for coordinated entry projects would be an exit date option that allows one to set the exit date for…
25 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…
6 votes -
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…7 votes -
Cascade data from Head of Household to other family members in program screens.
Add an ability at the field level to cascade program data from the Head of Household to other program family members.
7 votes -
CoCs should be able to customize denial reasons
Our CoC had agreed upon a list of denial reasons. We have been using this list for years. When we switched to Clarity, we learned that we cannot customize the list of denial reasons. We also cannot delete any of the reasons. Since the denial reasons don't seem to be HUD mandated, and CoCs can decide what those reasons are, why can't we customize?
19 votes -
Add the ability to assign multiple services at once
In it not uncommon to provide multiple services to a client in one engagement. Entering services one by one can be time consuming, especially with the requirement to include a location (geolocation feature is not always reliable so it often must be done manually). It would be helpful to be able to select multiple services from a list and assign them to the same client with the same date of service and location. It would also be helpful to be able to choose multiples services when using the attendance feature.
16 votes -
Full Client Record Report
Our CoC is wanting to update our Policies and Procedures to allow clients to view their full HMIS record. We want to be able to pull a report for a single client that shows all of their responses to all screens, including entry, assessment, services, case notes, exit screens, etc., but the report needs to be dynamic to show the data elements that exist on that specific screen because different screens have different data elements.
5 votes -
Remove ability to deny a Direct Referral to a Community Queue
Currently if you deny a Direct Referral, you have the option to reassign the client to any Community Queue, regardless of if the client has an assessment for that queue (or any assessment at all). This results in an uncontrolled backdoor to ANY Community Queue.
As our community has expanded the use of Direct Referrals, we are getting individuals placed on queues that are supposed to have high thresholds for placement, or that are only intended for certain subpopulations. This function subverts the logic that you need an assessment to be placed on a queue, which is consistent everywhere else…
6 votes -
Add ability to filter pending referrals by Program
The "Pending" tab of the "Referrals" page in Clarity shows all the pending referrals for the agency. For our larger agencies, this can be a very long list that requires providers to click through multiple pages. There is the existing option to sort by program name, but they still have to click through multiple pages if the program they work with is later in the alphabet. It would be great if there was a way to filter for a specific program.
5 votes -
Retain Historical Opening IDs with Referral Connections in Looker
Currently, Opening IDs with referral connections can only be viewed in Looker's CE Model for referral status's that are Pending or Pending - In Process. Retaining historical opening id information for all referral status types (completed, denied, etc.) would allow for trend analysis on the length of time between when a unit is posted and the date a client is referred to the unit.
13 votes -
Ability to copy programs during configuration
A customer inquired about the ability to copy a program when doing configuration. This would be a huge time saver when configuring all programs during an onboarding.
A sys admin could set up one program, copy it for programs that share the same settings, and just need to update the program name.
14 votes
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