Settings and activity

  1. 4 votes

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    Anna Hung shared this idea  · 
  2. 20 votes

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    3 comments  ·  Clarity Human Services  ·  Flag idea as inappropriate…  ·  Admin →

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    Anna Hung commented  · 

    (Related to http://ideas.bitfocus.com/forums/924445-clarity-human-services/suggestions/39391246--overlapping-enrollments-add-ability-for-users-to)

    Prevent user from entering an enrollment project start date or end date that overlaps with an existing enrollment for the same client in same project.

    Users often back-date new enrollments to when they first enrolled a client who had been previously exited. This creates duplicate enrollments for the same time period. They also enter enrollments that they do not realize have already been entered (and exited). They can also update an end date to overlap with a later existing enrollment, As a result we are finding over one thousand duplicate enrollments each year in King County.

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    Anna Hung commented  · 

    If a family who is in one program gets enrolled in another, is there a way to get a notification in the system?

    1.) When Agency has an active program enrollment if the client becomes enrolled in another's Program a notification would be sent to the assigned staff.

    example, if someone is in a Family Shelter program, and they get enrolled in a rapid rehousing program, is there a way to set up a notification to the folks at the family shelter so they can serve their families better?

    ​​​​

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    Anna Hung commented  · 

    [OVERLAPPING ENROLLMENTS] Add ability for users to get a warning note when they are attempting to enroll a client who is at the same time enrolled in another residential project (within the same CoC)

    "Hello Support Team,

    The majority of our lingering error flags we received from HUD TA’s feedback about our LSA submission were caused by the overlap of residential project stays. Despite the high penalization of overlapping enrollments in the LSA, currently we don't have any procedure in placed that helps us identifying residential overlapping enrollments within the whole CoC.

    We believe that Bitfocus could help their customers tackle this issue, if a system enhancement is implemented in Clarity so that users get a warning note when they are attempting to enroll a client who is at the same time enrolled in another residential project. As this would be a preventive initiative, as opposed to a corrective initiative, this would avoid the creation of overlapping enrollments in residential projects in the first place. Therefore, this feature would be very powerful tool to improve data quality and minimize the number of errors in our next LSA submission.

    Since I know Bitfocus strives for supporting their users as best as possible, I would like to request this petition to be forwarded to the team in charge of making system enhancement decisions.

    Thank you very much,
    [Customer]

  3. 20 votes

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  4. 4 votes

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  5. 11 votes

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  6. 13 votes

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  7. 5 votes

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  8. 7 votes

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    Anna Hung commented  · 

    'Manage Agency' Toggle in Access Role Setup: Split Out into Separate Manage Agency Toggles for Different Manager Pages (Overview vs. Services vs. Funding vs. Programs etc.)

    Currently, within the 'Access Roles' set up in the 'Access Rights' section, there is a 'Manage Agency' checkbox typically toggled on for 'Agency Manager' access roles. When selected, the 'Manage Agency' gives the user access to the 'Manage' button in the Launcher including the tabs 'Overview', 'Services', 'Funding', 'Programs', 'Accounts', 'Assessments', 'Sites', and 'Data Analysis'. When the 'Manage Agency' is unchecked, the user does not have access to any of these tabs as the 'Manage' button is no longer available in the launcher. Communities might prefer for their Agency Managers to not have access to certain 'Manage' tabs such as programs and services but still have access to the other tabs that are included in 'Manage Agency' function. Currently, when 'Manage Agency' is unchecked in the Access Role set up, the Agency Manager loses access to all of the tabs in 'Manage Agency'.

    I am proposing to break out the tabs applicable to 'Agency Managers' within the 'Manage Agency' function within Access Roles set up. Possibly, when the 'Manage Agency' is toggled on in the Access Role set up, the below list appears underneath 'Manage Agency' in order to select the appropriate tabs for the user access role, or the below items cannot be toggled on until 'Manage Agency' is checked within the Access Role set up:

    Manage Agency - Overview
    Manage Agency - Services'
    Manage Agency - Funding'
    Manage Agency - Programs
    Manager Agency - Accounts
    Manage Agency - Assessments'
    Manage Agency - Sites'
    Manage Agency - Data Analysis

    Agency Manager Tabs with Access Role 'Manage Agency' On:
    [See screenshot "Agency Manager with Manage Agency Function On"]

    Proposed 'Manage Agency' Access Roles Selections:
    [See screenshot "Access Role Management - Proposed Manage Agency Checkboxes"]

  9. 5 votes

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  10. 2 votes

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