659 results found
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Customer Portal: AI support chat option
It would be useful to provide an AI support chat option within the Customer Portal. This could be used to support users who need assistance or instructions on how to use specific Portal features. This could also potentially use the configured community Resources and Community Info articles to guide users towards resources that may be available to help meet their needs.
2 votes -
Customer Portal Resource Directory: navigation/directions/transit overlay
In the Customer Portal Resource Directory, it would be useful for users to be able to get directions and navigate to a resource from their current location.
It would also be useful to have map overlays, like public transportation routes, so users can identify resources that they can reach more easily.
2 votes -
Create display constraint based on program (program name or program identifier)
Rather than making two versions of an assessment where one program has extra questions, could we make something where we make a display constraint on specific questions, such that if a client is in a specific program then questions populate, but hide otherwise? Thank you!
4 votes -
Referral Tabs - Ability to Sort by Date
When looking through the completed and denied tabs, some of our partner agencies are having to go navigate to the 10, 15, 20th page of clients to get to the most recent completed or denied referrals. There is the current ability to sort by date, but it is only oldest to newest. It would be extremely helpful to be able to sort newest to oldest. Thanks!
6 votes -
The edit and delete button Mistake
Since the Edit and Delete buttons are sitting right next to each other, it’s a little too easy to click the wrong one… which I have just successfully demonstrated. I accidentally deleted a user.
If there were a recovery or “undo” option on that screen, it would make fixing this kind of slip much easier. Otherwise, the only solution is to recreate the user’s profile and then enjoy a generous serving of humble pie while explaining what happened and asking them to reset their password.
2 votes -
Include client UI number on the caseload page
Recently staff started using the Caseload button in the upper right corner more often, which is great! They have relayed the feedback that since the client list links to each profile individually, it'd be great if the UI numbers could be on display on the main Caseload page to save them a few clicks and loading times. Could we please do something like this and add a column?
2 votes -
kguillen@lahsa.org
We would like a pre-calculated field in Looker that shows a count of the CURRENT enrollment household. The only existing fields now show a static count at the time of entry but that can change as household members get exited or new ones enter.
additional context in support ticket: 38906463297
3 votes -
client recent search
With the new interface, it would be great to either have the recent search of clients collapse/expand in one of the action hub boxes by way that the client's names aren't already visible.
3 votes -
Pentaho Reports in New User Interface- Link to Report Article
When Pentaho Reports are accessible in the New User Interface, please ensure that it is clear that there is a link to the report's associated Help Desk article. In the current interface, the link does not stand out in any way, and people often don't realize it exists.
2 votes -
Auto Exit from Street Outreach Program
It would be fabulous if we could set up Street Outreach programs to auto-exit clients when they enter Emergency Shelter, or obtain housing (enrolled in Perm Housing program or move-in date entered) similar to CE. Often we have agencies that conduct street outreach and they are not the same agency that provides temporary or permanent housing.
Allowing clients on the street to be auto exited from the SO program with the date and location of either temp or perm housing would enhance data quality for communities.2 votes -
Enter clients into units directly from inventory system
It would be really efficient if we could go to a specific unit in the Inventory page and enter/exit clients from there, rather than clicking on client, program, unit, add unit/bed.
Could this be done?
5 votes -
DIT: Matched Client Summary
After the file has been validated and prior to file being imported, add Match count section to "Data Analysis" that will display the matching type, Regular, Full, No, and then provide the count of clients that were matched and those who were not matched based on matching type...For example, matching type = No would show "0 matched" and "0 not matched" and # client profiles created, which should match the "Data Analysis" # Client Record(s)
2 votes -
Filter Active Caseload by Program/ Add Program Sort Feature
Currently when I go to my active caseload all programs are listed in alphabetical order. Some staff have 5 pages of programs with their most frequented programs being on the last page. Adding a feature so you search by program or pin a program to the top of the page is a small change that would remove some of the headache of clicking through pages to find the program you need.
1 vote -
Screens: Client Assessment Score Refresh/Re-Save setting
What: Adds admin option to refresh or save prior saved client screens.
Why: Whenever screens are updated, the user has to manually save the screen for those new updates to take effect. This is especially true for assessments were scores become "stale" whenever changes to the assessment/assessment processor are made.
How: For each screen add option to "Refresh/Re-save" (Yes/No). If yes, then allow for additional criteria such as on or after this date for "Date assessments Added" or "Assessment Date."
Logic: If change is due to new field, add warning that the "New changes made to assessment questions - Please…
3 votes -
Remove File Predefined Name "Other"
We are trying to make our program intake process "paperless", by having staff scan and upload files to the client's enrollment. We want to be able to run a report and verify that all the necessary paperwork has been uploaded. With "Other" so easy to use, it does not work.
Every file category has a file name which is always available, "Other". It allows staff to enter their own file name. It cannot be removed; it is part of every category as soon as you create it. "Other" is too easy to use. We have literally thousands of "other" files.…
1 vote -
Optimizing the process of recording services provided
Please get rid of the auto-minimizing tabs. It drastically slows down the process of recording services provided. Instead, add a checklist of all possible services, and a drop down menu to sort for only the services one's program provides. It would be most efficient, since there are so many possible services, if that checklist could also be navigated alphabetically by hotkeys
1 vote -
View and search a list of program enrollments
I need to be able to search a list of my program's active enrollments. Especially with common names, dozens of names will appear, most of them not even enrolled in my program. Birthdate and ID number appear as well, but the guest isn't always there to ask. It would be much easier to search only people enrolled in my program. It would also be useful if the list could be sorted by various criteria.
1 vote -
filters and search within services
We have agencies with tons of services.
Scrolling through the services box is inefficient.
It'd be nice if we could filter via regex or at least search.
IE, if I want to select all services that have [Program1] in the name
I can add a filter where text must include "[Program1]"
And it'll be as if I clicked [Program1] Service 1, [Program1] Service 2, [Program1] Service 3
Of course, adding multiple filters to a single query is always helpful.
3 votes -
privacy project vs privacy agency
Would it be beneficial to set the privacy at a project level rather than the agency level?
3 votes -
Current Unit Description Character Limit
Currently, the unit description textbox related to Clarity Inventory is 255. This is too short for many providers and should be higher.
6 votes
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