409 results found
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Dashboard filter combining Or statements
Would it be possible to add the ability to filter by OR statements in a Dashboard, specifically something like "if the client checked yes to question 1 OR checked yes to question 2, show them in this filter"? We can do this at the individual Look level using a custom dimension, but for dashboards where we need to quickly enable or disable such a filter for 25+ looks at once for data analysis this could present difficulties.
While we could do individual pulls one at a time, if the question is "how many individuals said yes to one of these…
5 votes -
E-signing doesn't work with touchscreen laptop
According to a user in Santa Cruz, they can't e-sign forms using a touchscreen laptop. It requires using a mouse or using an ios or android device. It would be great if they could take advantage of our touchscreen laptops to sign ROI's and other forms directly into clarity and not have to invest in iPads.
This seems to be an issue with the HTML/script coding of the web page. They found a potential solution here, or at least something to get started https://github.com/szimek/signature_pad.
7 votesThank you for your feedback. We are currently reviewing this request.
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Limited System Admin Access Role for Comparable Databases
For VSPs who use system admins outside of their agency, there are concerns with client privacy based on this line from the database manual.
"Access to a comparable database is controlled by the VSP. Only staff who work directly with survivors and have a “need to know” professional basis, their supervisors, and agency administrators should be able to view specific client data"
With this in mind, a new access role for admins of comparable databases using Clarity is being suggested. this access role should allow admins to log into Clarity and pull aggregate reports such as APRs, SPMs, LSA data…
5 votes -
Allow users to record "yes" ROI when client has a "no" recorded by another agency
We have had a recurring situation where the following takes place:
1. Client has a “no” ROI recorded by Agency A with no end date (but has an unlocked profile)
2. Client begins working with staff at Agency B and gives consent/signs ROI
3. Staff at Agency B try to record this “yes” ROI but cannot; it throws an error for the ROI start date because there is no end date for the previous “no” ROI.
Staff at Agency B cannot edit and add an end date to the “no” ROI because it was recorded by Agency A.
Currently when…18 votesThank you for your feedback. We are currently reviewing this request.
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Add the functionality fo referral back to the queue when a referral is sent to a housing provider & does not result in a HMID
Adding the functionality for a referral to be sent back to the CQ when a referral is sent from the CQ to a housing provider that does not result in a HMID and the exit destination is still a homeless category. Allowing referral be return to the queue keeping the history of the original referral, similar to a referral that is denied by a PH provider and sent back to the queue would be very helpful.
Priority level 3
7 votesThank you for your feedback. We are currently reviewing this request.
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Record Partial SSN
With the updated FY2024 Data Dictionary, HUD now allows and prefers tracking of partial SSN, exactly the last 4 digits. However, currently in Clarity, to record these 4 digits you have to put 0's in the other fields which makes it look like a complete but bad SSN. Clarity should allow for the tracking of partial SSN without filling out the other fields.
3 votes -
Create a view to show active matches per case load
Considering the communication limitations within Clarity, it would be highly beneficial for the end user to be able to see a consolidated list of their assigned clients that have an active referral to a housing program. Ideally, the end user would receive a notification when one of their clients has been matched to a program, as well as see this on the client profile home page.
6 votesThank you for your feedback. We are currently reviewing this request.
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Attendance Module
On the attendance module at the bottom of the tables shows an aggerate count of the number of times that service was recorded for that day. It shows it as "## clients" which is confusing because depending on the service delivery type a service can be recorded for a client more than once per day.
I suggest changing this to "## entries", "## attendance" or something similar so that it better reflects what count. Right now by indicating "## clients" it is not correct.
8 votesThank you for your feedback. We are currently reviewing this request.
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Automatically publish fields to Customer Data Model
When custom fields are added in Clarity Human Services, they are not available to customers with the Customer Data Model (SQL) unless they specifically ask Bitfocus to add them, one field at a time. It would be great if these fields could "automatically" be added and available in the Customer Data Model without having to have a separate request. This automation could occur on a regular daily/weekly/monthly schedule which makes most sense.
4 votes -
Allow for clickable links to external websites
It would be great to add a hyperlink to a case note or service note For example, to a client's folder in our company's cloud storage, to a rental listing, or property management company's website
6 votesThank you for your feedback. We are currently reviewing this request.
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Penultimate assessment
For Looker, it would be very helpful to have a way to identify the penultimate assessment.
This would be used to compare changes between the most recent assessment or exit with the previous to look for changes. For example, did income change since the last assessment. Not just compare with entry and the most recent/exit.
2 votes -
Add Quick View "Hover" Functionality to CE Events
Events don’t appear in the History tab with the quick view "hover" functionality that services have. This functionality allows a user to save time when reviewing client history by hovering over the speech bubble icon to see the service note rather than clicking into each service one by one to review.
For users who now use the Events tab to track the bulk of their client work, this quick view functionality has been lost, and as a result, their work to review client history has inadvertently been made more time-consuming and challenging.
Given that Events behave similarly to Services in…
19 votesThank you for your feedback. We are currently reviewing this request.
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Ability to use/customize program eligibility criteria within the CQ
It would be beneficial to be able to customize eligibility criteria within the CQ to fully integrate a complex prioritization matrix as well as program-specific criteria. Dynamic chronic homeless status is critical to sort by within the CQ.
6 votesThank you for your feedback. We are currently reviewing this request.
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Auto-refer to CQ upon completion of CA
To prevent the end user from having to complete an extra step, can a referral to the community queue be automatic once the user completes the coordinated assessment (VISPDAT)?
4 votesThank you for your feedback. We are currently reviewing this request.
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Edit additional fields in Add Contact
Hello! A manager asked me if I could add additional custom fields to the Contacts Page. In addition to changing the Contact Type field, for example we could add things such as a mark that one person is a preferred emergency contact when in crisis (or alternately, if it isn't feasible to add custom fields to the Contacts page, adding this as an additional optional field to all of them). Would it be possible to add something like this? We work in a program where we need to store a lot of contacts for the client, but not all of…
5 votesThank you for your feedback. We are currently reviewing this request.
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Allow for manual removal of clients from encampments.
Users have expressed scenarios when automations will not prompt the removal of a client from the outreach map when appropriate. Allowing users this ability will account for the scenarios in which automations are applicable.
22 votesThank you for your feedback. We are in the planning phase of a feature or update related to this item.
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Mapping for LocationCrisisOrPHHousing in the DIT
When using the DIT to import CE events, it is not importing the LocationCrisisOrPHHousing value from the file, and instead imports all values as "imported project". The language on this field in the data standards is "If a client was referred to an opening in a continuum crisis housing or permanent housing
project, select the Project Name and HMIS Project ID of the referred project."What we would like, is to be able to map the values in the CSV file to a clarity programIDs, so that imported data can correctly reflect what's in the external file, and display the…
2 votes -
Assessment Measures
It will be great if 'Assessment Measures' only shows data when the field has been answered and not all fields in the assessment that have been selected to be an 'Assessment Measure'. The current visibility is not ideal to case managers as they only need to see the data within the fields that have been answered.
17 votesThank you for your feedback. We are currently reviewing this request.
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Outreach Labels/Markers in Reports
The labels/markers (Housed, Sheltered & Deceased) should be included in the Outreach model in looker so that sorting can be done with these labels. Users have expressed a desire to see how many clients associated with outreach have the housed label assigned to them.
5 votesThank you for your feedback. We are currently reviewing this request.
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Allow the ability to edit both the referral reassigned date and referral status for accurate reporting
Without this functionality, the Referral Statistic - Outbound report is useless due to user errors that cannot be corrected.
Priority level 3
5 votesThank you for your feedback. We are currently reviewing this request.
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