481 results found
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Ability to "link forms from history"
It would be helpful to be able to link forms from history. Our CoC has outreach programs that work with clients in encampments. We have forms in our system that outreach workers can complete to assist with homeless certifications. They can fill out the forms in the field, at the client level. When those clients enter an ES program, having the ability to link those client level forms into the program enrollment can assist with the documentation needed to show the client is homeless and with staff completing homeless verification forms with the client. We have other forms we use…
1 vote -
change constraints for veteran questions: year entered military service and year separated
If you answer yes to the veteran status question, and you don't know what year the client entered military service and what year they separated, you have to enter a random year in order to save the veteran status as yes. This is a data quality concern. These should either be changed to not be required, be given a data not collected answer option, or allow for all 0's to be entered as a sign the year is unknown.
2 votes -
"Other" Files could be turned off or removed
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 -
Operating Start Date DQ Check
When you input the "Operating Start Date" the system checks for any "Project Start Dates" that occur before the selected date. If they exit, a message appears warning the user they have clients that were served before the selected Operating Start Date. This will also help resolve potential LSA Flag issues due to this conflict in data quality.
4 votes -
Care Team User or Program Setting (Not assign staff)
Some staff are data entry staff and automatically get assigned as a care team member. I would be great to toggle this OFF so that community members don't attempt to contact data entry staff for care coordination. This is especially true for NBN shelters, as they don't tend to assign case management at the point of enrollment. So, either toggle off at user level if they are data entry only OR toggle off at program if the care team doesn't mean the same thing for a particular program.
1 vote -
Update the Eligibility function to allow household size based on enrollment size
According to the Program Setup: Eligibility page it's noted "When establishing eligibility criteria based on Poverty Guidelines, household size is calculated based on the client's "global" household (the client-level household) and is NOT based on the number of members in a group enrollment." It would be extremely helpful if there was an option to allow household size to be determined based on the enrolled household members using the eligibility function and not at the global level. Is this an option BF is looking to add to Clarity HS in the future?
9 votes -
Integer/numeric field limits
For data validation, it would be helpful to be able to set minimum and maximum limits for numeric/integer fields. For example, if we use a 1-4 scale and someone enters "40", a user should not be able to save that data on the screen. While reporting and label/warnings can be used to help prevent this sort of invalid entry, it would be helpful if the system did not allow it in the first place if configured appropriately.
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.
1 vote -
Tag users in referral notes / messages - or be able to have more than two people on a message thread
It would be great if in the body messages, such as the referral notes, you could tag other users so they could be brought in to the conversation easily to discuss the client in a thread - or be able to have communications with more than one other user on a single thread.
16 votesThank you for your feedback. We are currently reviewing this request.
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Allow a warning or block before editing core data
Hello! Similar to how the SSN has a warning pop up before you edit it as core data, could we please implement a feature where custom fields could either be prevented from editing later or require multiple clicks of confirmation before doing so, with some warning text available, to prevent misclicking away something important on the client profile or other screens?
Thank you!
2 votes -
automatic emails to HMIS Admins 30 days prior to funding ending
It'd be great if the system could/would send automatic emails when a funding source is set to expire and there will be no active funding source for a project.
1 vote -
Ability to add services to HoH progam enrollment only
When creating a service we'd love the ability to set services up so they can only be accessed/tracked/created in the HoH's program only. We have programs that we need to have users only track under the HoH. However, users sometimes forget and will track services under the second adult in the HH or under the children. This causes issues when we are running custom reports that are set to only pull information from the HoH and the services provided.
1 vote -
Add a "Training Site" banner to training sites
Users might forget that they are logged into a training site. It would be helpful if there was a banner at the top of the interface to let them know that the site they are on is a training site.
6 votes -
DQ e-mail module
Create a DQ e-mail module that will send e-mails to users when DQ issues are found in records. This module will function similar to the "Annual Assessment" warning e-mails that get sent.
This might be simpler to implement than an overall system enhancement.
Some basic alerts can be date related, entry date prior to move-in date, exit date prior to entry date etc.
Some basic options might be: send daily, send monthly, etc. HUD Only, Custom only, HUD + Custom. Who to alert, etc.
2 votes -
Aging into Adulthood: add "Veteran Status" requires updating into the message flag.
While it's not an enrollment-based requirement... it is a data standards requirement.
1 vote -
Organize Assessment history by type of assessment
Hello! Hope everything is going well. Our staff migrated to Clarity from ETO, and one feature that ETO has that Clarity doesn't is the ability to organize the Assessment history (known as Touchpoints to their system). Instead of providing them all in one list, it sorts them by the Assessment type, making it easier to find the specific one you're trying to view, edit, or delete. This would be a great way to not only help existing Clarity users but also help Clarity compete with other databases for those who could be moved to our side.
You can see a…
1 vote -
Tool to update case manager
When a case manager leaves an agency AAs are having a difficult time reassigning clients to another case manager. Some case managers will have a case load of over 100 clients. It would be great to have a tool for system administrators to remove the case manager and assign the clients to another case manager.
3 votes -
Add a Program's Agency filter to the Inventory Module
Inventory allows the flexibility to connect units to multiple programs under the same building. Many communities have configured Inventory this way and want to see unit information by program, not building. However, there isn't a program's agency field available.
Adding a program's agency filter to the Inventory module would allow users to view the information by program. Additionally, having a field in Looker available for program agency will also aid in creating custom reports.
2 votes -
Sharing on Program Level
Sharing set at a program level instead of an agency.
Departments do not work like they should for programs like RHY. It would be better to have more flexibility on where visibility can be set.17 votesThank you for your feedback. We are currently reviewing this request.
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Include referral notes in Basic Shared with access rights toggle
We're having an issue where certain housing navigators are not able to see or leave referral notes if they are not working under an agency that sent or is receiving the referral. Our community voted to set Service/Programs/Assessments/Events Placed as "basic shared," and because these are all grouped together, we can't open up sharing for referrals for certain access roles because the agency sharing settings override any access role permissions. A solution to this would be to include referral notes in Basic Shared, since leaving a note is not changing the status or behavior of the referral in any way.…
15 votesThank you for your feedback. We are currently reviewing this request.
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