702 results found
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Add External Ticket ID Field for when creating Help tickets
Since we have to use our own ticketing system because one is not built into Clarity, it would be helpful to have an "External Ticket ID" field be optional on the new ticket creation screen when creating Bitfocus help tickets.
This way when we receive updates on the Bitfocus ticket we can easily reference our own internal ticket and provide an update to the user.
1 vote -
Exit Destination and Move-In Date on Program History
It would be incredibly helpful to be able to see the move-in date and the exit destination in the program history screen. As of now, we have to click into the program and click over to the entry and exit screens to be able to see this information. I come from another HMIS system that had this and it was so helpful to be able to see a client's service/housing history at a glance. In the new interface it looks like there should be the option to add additional fields to add to the program history and so I would…
1 vote -
move-in date
It would be incredibly helpful to be able to see the move-in date and the exit destination in the program history screen. As of now, we have to click into the program and click over to the entry and exit screens to be able to see this information. I come from another HMIS system that had this and it was so helpful to be able to see a client's service/housing history at a glance. In the new interface it looks like there should be the option to add additional fields to add to the program history and so I would…
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.
4 votes -
Display notes on the new user interface contacts toolbar
For Active Contacts in the Horizon interface, we can see phone and email, but could we also see Notes? This is both helpful for safety tips, such as "only call at night," but also helpful for those who migrated from databases where the phone and email couldn't transfer correctly (for example, for some of our old contacts, when we migrated they moved to the Notes section).
Thank you!
1 vote -
New UI - screens show only "positive" toggle values?
I see that in the new UI enrollment page, for example, when Income = Yes, the entire list of possible income sources is there. Of course, most of them are "No" which means you have to scroll through the list looking for which ones are "Yes". This is identical functionality to the original UI. Why not change the new UI so you only see "Yes" selections? You need to see all the choices only when creating or editing the screen.
1 vote -
System Settings for ROI
Allow for the system settings related to Privacy and ROI warnings to be flexible.
I.E. In our state, we have 1 ROI that covers all HMIS participating agencies. NOT all agencies need to complete the ROI, only 1 agency does and that covers all agencies sharing permissions. It would be great to be able to structure the system on the back end to not flag that an ROI is missing if another agency has already uploaded an ROI.1 vote -
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: 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 -
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 -
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…
4 votes -
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 -
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 -
New user interface: display created by, created on, updated by, updated on in the same order in both program/global
Hello! In the new user interface, I super appreciate that you can see Created On, Created By, Updated On, and Updated By as separate categories. Could we please re-arrange them so that, regardless of whether looking at the global assessment level or program assessment level, they appear in the same order? Right now they are both in different orders and require a different number of clicks to access (some require the drop down). Thank you!
1 vote -
Show client unique identifiers on Caseload page (both current and future user interface)
Hello! Often staff will tell me this would save them a few clicks, as they may go to the Caseload page to quickly receive a list of their assigned clients and their respective UIs. Could we help them skip a step by populating this on this page? Thank you!
1 vote -
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
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