603 results found
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Client Unique Identifier Should Be Visible on All Client Related Tabs
Client Unique Identifier (UID) is only visible on the Client Profile tab. Our users would like to be able to see the UID while navigating through all client-related tabs including History, Service, Programs, etc. Our users suggested including the UID to the right of the client's name in the header.
56 votes -
add Head of household IDs to HMIS Performance Looker Model
It would be useful to have fields for Enrollment HoH ID, and Global Household HoH ID that can be added as fields to the HMIS Performance model.
This would allow us to run reports on household data and check to see who is the head of household at the enrollment level and at the Global level for checking the accuracy of the data.
This would help identify when global households separate into different enrollments, whether for valid reasons or not.
This would help easily create a report where you can see the enrollment household ID, household move-in date, the enrollment…
2 votesThank you for your feedback. We are currently reviewing this request.
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Allow for unit assignment to occur by provider at referral acceptance
Allowing providers to assign units at the acceptance of referrals will minimize the administrative burden of connecting an enrollment to the specific unit after enrollment completion. This is particularly helpful in emergency shelters.
10 votesThank you for your feedback. We are currently reviewing this request.
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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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