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Clarity Human Services

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Clarity Human Services

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483 results found

  1. 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 votes

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  2. 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 votes

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    0 comments  ·  Sharing  ·  Admin →
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  3. It would be beneficial to have the ability to sort/filter reports (including Looks) by custom-created fields.

    14 votes

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    0 comments  ·  CE Events  ·  Admin →
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  4. After a referral to a unit is made from the community queue, a provider enrolls a client to the corresponding program and the client is automatically added to the unit in the referral, both with the current date. However, for Permanent Housing projects, when a Housing Move-In Date is entered, the user has to then manually update the unit start date to reflect the true first night that the client moved into and slept in the unit. Functionality that would allow the Unit Start Date to update based on the Housing Move-In Date entered would help improve this workflow.

    1 vote

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    0 comments  ·  Inventory  ·  Admin →
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  5. There are currently 2 fields in Clarity that collect information regarding a client's citizenship status (citizenstatus & uscitizen). However, neither of these fields are available for us to pull into Looker to build reports off of. We would like to have these 2 fields added so that we can pull a client's citizenship information.

    1 vote

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    0 comments  ·  Admin →
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  6. Our CoC creates partnership agencies, which allow workers from multiple organizations to access their collaborative projects. We want all new client profiles and ROIs to be created under the primary program agencies.

    Please create an option to block users from being able to upload ROIs if they are logged into specific agencies.

    8 votes

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    1 comment  ·  Admin →
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  7. Before saving a Start Date or End Date, validate the date is a valid calendar date. This could also check for dates recorded prior to 1/1/1915 as noted in HMIS Reporting Glossary. This could also check for dates in the future and give a warning message when the user saves that it is a date in the future to confirm accuracy. This could apply to both enrollments and services.

    9 votes

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    1 comment  ·  Admin →
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  8. It would be useful to have the following updated and pushed to "Data Analysis" section in the Help Center of the Bitfocus website, every time Looker or SQL Access has been updated:

    • A "Clarity to Looker Data Dictionary" showing all the fields available in all of the Looker models
    • A diagram of how the tables relate in Looker
    • SQL Access fields list showing all the fields available
    • A diagram of how the tables relate in SQL Access

    It would also be helpful to include field descriptions, HMIS metadata, table name, and name.

    38 votes

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    Planned  ·  7 comments  ·  Admin →
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  9. Customers have asked for the ability to update the status of multiple units at one time (update in a batch). For example, a building and units were set up to prepare for a new building to come online. Units were set to inactive so they would show on the dashboard until the agency was ready to begin leasing up the new building. When the agency is ready to begin lease-up, they need to change hundreds of units to active.

    As a property manager, I want to update the status of multiple units at one time so that I can efficiently…

    15 votes

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    0 comments  ·  Inventory  ·  Admin →
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  10. Clarity doesn't allow the back button on your browser to be used to instantly jump back to the previous page without a form re-submission. It would be great if there was a bar at the top of the page that showed 3 or 4 of the previous pages you were on, that way you could click on one to instantly return to that page.

    For example, if you had been on Client Test 1's Enrollment page, then were on the Agency Overview search page within the launchpad, then were on the Reports section within the launchpad, the top of your…

    1 vote

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    0 comments  ·  Admin →
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  11. Please allow downloading or exporting file links. Even though Clarity generates a link that is accessible through a context menu in the Data Table, the URL of the link is not an exportable or reportable value in Looker. My agency is developing an app that would allow navigating to files and audit those files in a more centrallized and faster manner, and the file links are a key feature of this application.

    1 vote

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    0 comments  ·  Services  ·  Admin →
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  12. Eric Jahn I creating this request per Kerri-Lynne's request. See details
    in JIRA : https://clarityhs.atlassian.net/browse/DM-1992

    Do we have a plan to add the preferred "pronouns" data fields to XML schema for DIT purposes?

    7 votes

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    1 comment  ·  Admin →
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  13. Since the housing move-in date is on the enrollments page instead of the status update assessment, users will often leave the housing move-in date blank or are left confused since they frequently don't have that information when they initially enroll clients into a program. This can cause data errors. Could the housing move-in date be added as an option to status update assessments?

    1 vote

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    0 comments  ·  Admin →
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  14. Users will often enroll the incorrect family member as Head of Household then submit a request asking for help when they cannot move the status and enrollment data to the correct family member, leading to a tedious process to fix. This happens most frequently on VA program enrollments.

    1 vote

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  15. Ability to send a message to all end users in an agency at once, which would be extremely useful for things like reminders, Eva data corrections, etc..

    1 vote

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  16. Can we develop an API that allows pulling data directly and in real-time from Clarity? My agency is developing an internal Python app that generates customized dashboards and reports (for which the Clarity platform itself does not provide enough flexibility). However, in the long run the app cannot rely on downloading Excel files from Clarity every time we run. With a customizable API, we can transform the SQL query from the Data Analysis client model reports to a query for the app, which would allow fewer steps for data management.

    1 vote

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    0 comments  ·  Services  ·  Admin →
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  17. It would be very helpful to include the a client details list when running the PIT and HIC report. If I download the reports as an Excel file, I don't get any client data. If I run as a web page, I can click and see the clients, but have to go through 30+ agencies and many projects in order to copy the client IDs and enrollments into a spreadsheet in order to obtain a complete list. It would also be helpful to instances where clients might be dually enrolled on the night of the PIT.

    1 vote

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  18. As communities develop more complex Coordinated Entry Systems, more flexible referral status tracking is becoming a priority. It would add significant flexibility if system admins could add custom fields to the Referral Screen to capture additional details about referral's status. For example, adding a follow up question to "Reason Denied" to capture an additional layer of detail about why a referral was denied.

    13 votes

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    0 comments  ·  Referrals  ·  Admin →
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  19. Currently the Referrals access right allows both the Global REFERRALS tab and the REFERRALS tab in client records. There are multiple use cases where we need users to have access to one or the other but not both of these. We would like to be able to separately assign rights to the referrals tab in client records. Thanks!

    9 votes

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    0 comments  ·  Referrals  ·  Admin →
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  20. There are many agencies who have various programs including Street Outreach. With the new Outreach tool in Clarity, I would have to build another agency of the same name in order to set the Default User Home Screen as Outreach for that specific program. This way, it does not affect other users.

    What I would like to see is have this option to set under the User Setup Screen and not the Overview of the agency. This way when street outreach users log in, it takes them to the outreach tool, while other users still got to the "search for…

    2 votes

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    1 comment  ·  Admin →
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