600 results found
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Workflow prompts at bottom of screens
Often a case manager's workflow requires navigating to several screens to capture all required data (client profile, program enrollment, assessment, contact, location, etc). It would be helpful if a workflow prompt could be added at the bottom of each screen with a link to the next required screen for a particular program workflow.
1 vote -
Direct link to Bitfocus help pages
In the system currently, if one has questions about a particular page, they need to open another browser tab and navigate to the Bitfocus Help Center. Once there, they need to hope they are using the correct search terms to find the information they are looking for.
My suggestion is to have a link on each Clarity page that would take you directly to the relevant Help page(s) for additional information.
Example:
- On the ADD A NEW PROGRAM page > Link that would take you to How To Set Up A Program: Detailed Instructions (https://help.bitfocus.com/how-to-set-up-a-program-detailed-instructions)
- On…2 votesThank you for your feedback. We are currently reviewing this request.
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Allow admins to create an agency with an "Inactive" status.
When a new agency is created, it is automatically created as an "Active" agency. When communities are transitioning Clarity, they may be at their active agency limit, but need to create an inactive agency to receive historical data from their legacy HMIS. This action will currently trigger automatic billing for the agency license, even though it will be inactive and should not be billed.
Admins should be able to indicate whether an agency is Active or Inactive at the time the agency is created.
For the same reason, it may be good to also allow admins to select the type…
1 vote -
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…
5 votes -
Need A User Entering Geolocation Field in Outreach Model
Currently, the outreach model in Looker does not have the option to enter which user entered a client's geolocation, the closest option is for the last user who updated the client's profile page. We have been exploring incorporating the geolocation feature in our PIT count and it would be nice to know who entered each location, especially when we are look at data a few days later. I recognize this feature is available for data entered on Encampment Teams and Map layers, so hopefully it's not much work to add to Geolocation, also. Thanks!
1 vote -
Expand Outreach Geolocation Added Date Field
Currently when an outreach worker adds a geolocation in for a client, whether through the outreach map, location tab, or CLS, reporting only shows the date that it was entered, not the date that the outreach location actually is. For example, if a client's actual location date was 7/25/23 but the worker enters it on 7/27/23, reporting for the Geolocation Added Date field will only display 7/27/23, which isn't really helpful.
1 vote -
Comprehensive referral history
It would be helpful to be able to display more comprehensive history of housing program referrals in looks (i.e. history of programs a household was denied from and the reason).
1 vote -
Looker - Add Area Median Income Levels to Update/Exit
State of California No Place Like Home funding requires reporting on current AMI levels, as of the reporting date.
Currently, this is only available tor the Entry Screen
1 vote -
Credit expense feature
We are looking to have functionality created for us so that we could enter in credit instead of an expense. For instance, we pay for someone to stay at a hotel for 4 nights at $150 per night. Our fiscal department writes a check to the hotel for $650 paid upfront. The expense is then put into Clarity for check #123 for $650.
Then later on, since the person only stayed for 3 nights, the hotel sends us a check for $150. We want to be able to enter a credit into Clarity for (their check number) in the amount…
3 votesThank you for your feedback. We are currently reviewing this request.
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Create a case management plan and allow the ability to sign and print
We need a case management plan (it could be a custom assessment) that has the ability to individually print so that we can provide it to the client. Preferably they could also sign it. Unfortunately the custom forms does not provide as many features as the custom assessments or that could be a good solution.
3 votesThank you for your feedback. We are currently reviewing this request.
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Service Categories
I would love the idea to be able to edit service categories, similar to how we can edit note categories in the system.
2 votesThank you for your feedback. We are currently reviewing this request.
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Ability to print bulk scan cards
Sometimes there is a need to print many scan cards in one session. It would be great to have an option to print a bulk amount of client scan cards in one session, versus having to go to individual profile screens and print separately.
4 votesThank you for your feedback. We are currently reviewing this request.
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Make All Unit Statuses on Display Card the Same Color
On the Inventory Dashboard, under the Status section on Display Cards, Active statuses currently show as Blue; Inactive and Offline statuses, by contrast, are grayed out---even when an Inactive/Offline status is the current status. It would be helpful if all statuses were the same color and none were grayed out, so that end users are able to focus on what the most recent status truly is by its order in the list.
7 votesThank you for your feedback. We are currently reviewing this request.
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Display Files with most recent at the top.
Files are displayed with the most recent ones last. Our staff frequently need to check to see if a client has a recent file of some type. Every single other tab on the Profile page is the opposite. History, Program, Contacts and Locations are all listed with the most recent at the top. Could you please make this page consistent with the rest?
2 votesThank you for your feedback. We are currently reviewing this request.
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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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Option in access roles that restricts edit access to possibly just your own work (or option to label staff completing in assessment history)
Right now, assessments cannot be locked by access roles in such a way that someone can edit their own work but not others; it's currently set as either they can edit everyone in the agency, any agency, or not at all. We have some situations where it's helpful to allow our staff to revise things, but revising someone else's work (even accidentally) can cause issues. This, compiled with the issue where assessments can't quickly display who wrote them originally, leaves a lot of margin of error where colleagues could edit someone else's work either by mistake or (in grave scenarios)…
2 votesThank you for your feedback. We are currently reviewing this request.
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family_members live marker to count 1 for single person households
Currently, the family_members live marker only counts households where there are 2 or more people. If there is a single person, the live marker counts zero. We would like the live marker to count 1 in that case. This is important because household size is used for CE assessment scoring and matching. Using the live marker would be the easiest way to maintain.
9 votesThank you for your feedback. We are currently reviewing this request.
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Create flexibility to add an Email Address not associated with a user account to receive program notifications
Use case: many programs have a general email address that is shared across program staff. These shared email addresses are often used to manage referrals to a program to make sure they are addressed as soon as possible.
Currently, an additional user license would be needed to associate the email address with in order to receive notifications. In this case, the email notifications would be the only reason for the license. Ideally, this functionality would be available without using a user license.
5 votesThank you for your feedback. We are currently reviewing this request.
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ABILITY TO SORT/FILTER CLIENT/PROGRAM FILES
Many of our partner agencies are trying to eliminate the need for paper files. However, it can be difficult to find uploaded files. Please add the ability to filter/sort files by category and file name. Thank you.
12 votesThank you for your feedback. We are currently reviewing this request.
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Change the name of the program you are referring to
Numerous occasions have come up where an agency submits an opening for one of their housing projects, and the referral is made through our coordinated entry process. Later we find out that they reported the wrong project and it would be easiest if we could just switch the project name on the referral, rather than re-submitting a new referral, which is how it currently works.
2 votesThank you for your feedback. We are currently reviewing this request.
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