676 results found
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Allow usage of Departments for Additional Agency Access
Our community has programs that are interagency and at times we need to create additional agencies in which staff from multiple agencies have access and track information.
Allowing us to set up departments under their additional agency access would be helpful in ensuring people are able to see what is going on, but only access the programs they are supposed to. It would cut down on accidental enrollments into incorrect programs.4 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
4 votes -
90 days Inactive Notification
As an HMIS Lead for our CoC, we would benefit from a toggle that would send notifications to assigned staff who have a clients who has been inactive for more than 90 days. We're finding that many clients in our HMIS are remaining open with no contact and we're hoping to prompt a reminder for the case manager so that they will update services, case notes, or CLS as needed.
We're hoping that this type of functionality might be similar to the toggle that allows end users to receive reminders for annual assessments.
Priority: Level 3
17 votes -
Customer Portal: show Service history
Currently, only program enrollment history is shown on the Activity page in the Portal. Some communities also wish to display Service history to improve transparency (for example, showing contact attempts that have been logged as services).
2 votes -
Customer Portal: "show password" option when creating account and logging in
Communities have received feedback from clients who have struggled to create their Portal account and log in without being able to see their password as they're typing. It would be useful to provide users the ability to "show password" as they're typing so that they are able to more easily access the Portal.
2 votes -
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 -
ability to write one assessment and have it apply to multiple clients
In some cases, an assessment might need to apply to multiple clients, similar to how a service can apply to multiple clients (but in niche cases it doesn't make sense to do this in services). Could we ever consider ability to have one assessment associated with multiple clients to save time?
1 vote -
New User Interface: Increase Result Count for Queue
In the current interface the queue shows 20 results before you have to go to the next page. In the new interface, the queue shows 10 results before you have to go the next page.
Please update the new interface to either match the old interface or provide a System Setting that allows us to increase it up to 20 or more rows per page.
This change would help with reviewing the results when dealing with very large lists of clients.
1 vote -
Inactivate Participants on Profile Screen
Using the Trash Can on the Client Search screen to inactivate a participant is cumbersome in that you have to have "Auto Suggest" turned off for the user searching for them and it's harder to verify it is the correct participant from this screen.
It would be helpful if the "Trash Can" for the client was also on the Client Profile screen visible to users with the correct right. I recommend it still have the confirmation screen before inactivating the client.
This change in the process would make it easier for users to inactivate participants and ensure the correct participant…
1 vote -
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 -
New User Interface: When using the History section, could we display the same info as when an assessment shows in the global/program level?
Hello! In the History search results, could we please also have the format of the details match both the content and order as if scrolling Assessments sections? For example, could we have the history page show the name, created by, created on, updated by, and updated on?
1 vote -
New User Interface: When using the History section, could we please make it such that assessments in the search results are clickable?
Hello! Could we please make it so that, when using the History feature in the new user interface, clicking on an Assessment in the search result links you to that specific assessment to view/edit it?
1 vote -
When configuring, could we have an option to toggle History categories on and off for search options?
Hello! Could we have a feature in configuration where we can toggle on or off certain filters in the History section? We don't use every feature that is filterable, and sometimes this can lead to misclicks when people use the History feature. Thank you!
1 vote -
Merge Clients: could we show client unique identifiers?
Could we have the part that displays the two clients merging on the righthand side also show the UIs? Currently, it shows name, DOB, and SSN, but in the case of a lot of duplicates these will be the same - making it harder to tell if you correctly placed the intended one as Primary. Thank you!
1 vote -
Contacts: can we have the note appear without a mouse-over?
When using the contacts page, the notes can currently be viewed by holding your mouse over the icon - but would it be possible to merely have that populate the text automatically? Lately we've been having issues where contact notes are missed, which is a problem for DV survivors who may have contacts listed in safety concern ways, such as "only call at night." Thank you!
1 vote
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