594 results found
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More granular filtering in Outreach map
Similar to these 2 ideas, we would like the ability to be able to filter the clients shown on the Outreach map by their program type enrollments. In our use case, we would like to limit the results to only those clients who are enrolled in a Street Outreach or Homeless Prevention program.
https://ideas.bitfocus.com/forums/930328-clarity-human-services/suggestions/49418741-filter-outreach-tool-by-case-manager
https://ideas.bitfocus.com/forums/930328-clarity-human-services/suggestions/44284701-more-filter-options-for-outreach-map2 votes -
Front End Data Validation for Income, Non-Cash, Health Insurance., Disability
Users are able to have inconsistent data when they enter Y/ N to income, non-cash, health insurance and disability and have or do not have sources. Currently there is a warning that pops up when these occur, but we would like to prevent the user from saving the record with these data entry inconsistencies.
1 vote -
Add the ability to assign multiple services at once
In it not uncommon to provide multiple services to a client in one engagement. Entering services one by one can be time consuming, especially with the requirement to include a location (geolocation feature is not always reliable so it often must be done manually). It would be helpful to be able to select multiple services from a list and assign them to the same client with the same date of service and location. It would also be helpful to be able to choose multiples services when using the attendance feature.
18 votes -
Access roles assigned to specific assessments
When we create access roles in Clarity we can toggle on the ability to edit, delete, or create assessments with a client but it buckets all of the assessments together. It would be helpful to be able to select which assessments are assigned to which access role. For example, there should be a prevention assessor access role that allows users to complete that assessment but NOT complete the VI-SPDAT assessment.
7 votes -
CoCs should be able to customize denial reasons
Our CoC had agreed upon a list of denial reasons. We have been using this list for years. When we switched to Clarity, we learned that we cannot customize the list of denial reasons. We also cannot delete any of the reasons. Since the denial reasons don't seem to be HUD mandated, and CoCs can decide what those reasons are, why can't we customize?
20 votes -
Enrollment dates for other members of households
When updating households that have a Head of Household with an existing enrollment it would be beneficial to have the newly added family members enrollment date be defaulted to the date of the head of household's enrollment vs today's date. This would create less household issues to cleanup later.
1 vote -
Ability to create multiple current living situations (CLS) across programs for one client
Ability to create multiple current living situations (CLS) across programs for one client as to avoid Auto exit and help eliminate extra work for outreach staff. Similar to the way household members CLS can be updated all at once or just certain ones. There should be the same thing with the programs that clients are enrolled in. This way staff are saving time entering data and can focus on helping the clients.
1 vote -
Cascade data from Head of Household to other family members in program screens.
Add an ability at the field level to cascade program data from the Head of Household to other program family members.
7 votes -
Update Headers in [JRSD-103] Zip Code Jurisdictional Breakout
Currently [JRSD-103] Zip Code Jurisdictional Breakout
provides data on individual clients and on families. Without knowing the exact logic behind the report I would assume "families" is accounting for Clarity households, not only families with children. If the report could be updated to give counts on the number of clients AND the number of Households, rather than "families", there would be a more clear distinction.1 vote -
Ability to set min/max on custom fields when the Field Type is Number
For custom fields where the Field Type is set to Number, we would like the ability to set minimum & maximum values for the data entered.
For our use case, we are trying to record the number of residents within a given encampment who are either engaged or not engaged based on their current sleeping location. However, the field currently allows negative numbers to be recorded which should never be the case and would negatively affect our client counts in Looker.7 votes -
System Subscription Details License Drilldown
https://help.bitfocus.com/dashboard-subscription-details
It would be helpful to be able to drill down directly in the System Subscription Details section to the lists of users/agencies associated with the license seat count numbers. Currently we utilize Looker reports, but quick access from Clarity would be convenient.8 votes -
Deduplicate Looker results
When viewing results of a Looker query, it would be helpful to have functionality to deduplicate clients in the results so that each client appears on only one row.
2 votes -
Ability to Complete Assessments in Offline Mode
Some of our outreach-based end users need to complete assessments with clients in locations that are inaccessible for the internet. It would be helpful to have an offline version of Clarity or Clarity assessments where the data was cached and then uploaded when the end user reconnects to the internet.
5 votes -
Update Program to Project system wide
Please update the system to align with the data standards terminology by replacing program with project where applicable. We have to do a lot of extra work to explain to users (via documentation, training, etc.) that the system labeling isn't consistent with the definition of project. Thanks for your consideration!
1 vote -
Update Error Message to be more clear when Project Start Date is later than Unit Start Date
Clarity currently lets users update an enrollment's program start date to be later than the assigned unit start date. When a user then tries to exit the client from the program, they get a cryptic error message that is currently confusing to users. Users currently don't understand why they are unable to exit a client from the program by viewing this error message alone. Error message is as follows: "Please correct errors. Start Date should be greater than or equal to [program start date]."
It would be more helpful for users if the error message was more specific to the…
2 votes -
For Direct Referrals, add ability to filter by program
Currently, when you go to the "Referrals" tab from the client profile (to make a "Direct Referral"), you can filter by agency or program category to find the desired program. Users often have to wade through multiple pages of programs using either of these filter options (especially when they are making a referral to a program under a larger agency). It would be great if users could filter or search directly for a specific Program (e.g., add an optional sub-filter if they first choose to filter by agency, or add a search bar similar to the client search bar).
6 votes -
Remove Project Type Field on the UCT Screen
Having a project type field on the UCT screen causes confusion because reports pull the project type of the program connected to INVENTORY. If the field on the UCT screen does not match the program's project type, this has been a source of data quality issues. When these DQ issues occur, this cannot be fixed by a sys admin.
It appears the purpose of the field on the UCT screen is to control what bed dedication fields appear on the UCT screen. If the project type field is removed from the UCT screen, a program could be connected to the…
3 votes -
Allow for Documentation for "no" Permission ROI
The documentation option goes away when a no permission is entered. We have to use the top files tab instead of using the upload pdf or e-sign options. It is a burden on case managers to add steps, and admins to check behind them.
1 vote -
Do not require end date for "yes" ROI Permission
The longest Default term that we can set for an ROI is 10 years. In our community, our ROI's do not expire until the client changes their consent. Therefore, we are forced to enter a "fake" end date because the system requires one.
1 vote -
Synchronize Behavior between the Availability Reservation system and the Referrals system
I came across the following scenario, which I believe will cause data entry errors for our users. The issue is that if a provider deletes a client’s reservation from the Availability screen, the opportunity becomes available, but the client remains matched to the opportunity. My recommendation would be to remove the delete button from the availability screen if a housing opportunity has a pending referral.
Scenario:
Client is referred to a housing opportunity through the Community Queue.
Reservation is deleted on the Availability screen
Opportunity becomes available for match again, but client is still matched to the opportunity in their…4 votes
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