Release Schedule:
- All Training Sites: April 7, 2025
- All Production Sites: April 21, 2025
Included in the April 2025 release:
- Featured Update: Ability to Direct Notes to Multiple Users
- Featured Update: Client Form Enhancements
- Featured Update: New Inventory View
- New! Caseload Management (New Clarity Interface)
- Featured Update: Client Search Filters (New Clarity Interface)
- Featured Update: Client Search Column Selector (New Clarity Interface)
- Update: Access Rights - Manage Agency - Sites Update
- Update: Program Restrictions - Warning for Indefinite Program Restrictions
- New: Customer Portal - Release of Information Enhancements
- New: Customer Portal - Referral Notifications
- Update: Customer Portal - Increased File Size Limit for Uploads
- Update: Looker - New Fields, Exposed Fields and Other Updates
Data Analysis Release Notes
- With this update, Data Analysis release notes will now be included in this article instead of in a separate article. Looker updates are included in the bulleted list above or you can click here to jump to the updates.
- The 2025 Data Services Change Log and Known Issues article and the Data Analysis Upgrade Note articles will continue to be released separately.
Pentaho Release Notes:
- Pentaho Release Notes - March 2025
- The [HUDX-111(-AD)] HMIS CSV/XML Export was updated and released on 03/31/2025 to include an additional parameter. ‘Exclude Assessment Data’ was added to the prompts list. This defaults to ‘No’ to produce all csv files. When ‘Yes’ is selected, Assessment.csv, AssessmentQuestions.csv and AssessmentResults.csv files are excluded from the file generation process.
Notes:
The updates described in this article will be deployed in the early morning hours on scheduled release days. During release, the Clarity Human Services application may experience performance delays. We recommend clearing your cache at the initial login if experiencing difficulty.
The Data Analysis update will follow the same feature release schedule dates. There may be a slight delay when accessing Looker after the release as the system updates are being applied.
Featured Update: Ability to Direct Notes to Multiple Users
Users with the appropriate access rights to create and edit notes can tag one or more end users in a note. A notification with a link to the tagged note and relevant client record will be sent to the user’s email and/or Staff Inbox, depending on their preferences. This provides users with a way to communicate and coordinate care with other users directly for a client item, such as a referral or service.
This functionality can be used for the following types of notes:
- Referral Notes (for referrals sent from the Pending tab, from the Denied tab, from the Completed tab, from the Sent tab, and to a Community Queue)
- Client Notes (from the NOTES tab)
- Client Program Notes (from a program enrollment's Notes tab)
- Contact Notes (for a contact added on the CONTACT tab)
- Location Notes (for a location added on the LOCATION tab)
- Service Notes (from the SERVICES tab or from a program enrollment’s Provide Services tab)
- Coordinated Entry Event Notes (from a program enrollment’s Events tab)
- Program Restriction Notes (from the NOTES tab or a program enrollment’s Exit Screen)
The user can tag another user with the @ icon followed by their name or email address in the Note textbox.
A list of active users will auto-populate based on sharing settings:
- If the user has full access to the item with a note, then their name will populate and it is possible to tag them
- If the user does not have edit access to the item with a note, and therefore cannot see the Notes field, it is not possible to tag them.
The email and Staff Inbox notifications look and function like other Clarity Human Services emails and system notifications.
Email Notifications
The email notification will include the type of note, a link to the client’s profile, and a link to the client’s Note.
Example Clarity Human Services email:
Inbox Notifications
The inbox notification will include the type of Note, a link to the client’s profile, and a link to the client Note.
Example staff inbox notification:
Please note that notifications will always arrive from Admin Admin as seen in the screenshot above.
Clarity Human Services Required Action: None.
Featured Update: Client Form Enhancements
Completed Roadmap Item!
With this update, Client Forms functionality has added flexibility. Additional fields and tools are available for creating new form templates and users have the ability to save drafts of forms.
Additional Fields and Tools
System Admin users will have new fields and tools to use to create Client Form Templates. The following new buttons have been added:
- Client Date of Birth
- Client Last Four of SSN
- Textbox
- Short Text
- Date
Audit log
Users with the Admin Access Role Type with Audit Log permissions can review changes made to a client form template in the audit log.
The Audit Log on the Edit Client Form Template page includes changes to the following fields:
- id
- name
- status
A Content column in the Audit Log contains a View option. When you hover over View, a popup will show a preview of the form.
End User Updates
End users with access to forms will now have the option to:
- Save & Create PDF
- Save Draft
- Cancel
When Save & Create PDF is selected, the form saves with no option to edit it later. This option creates a final PDF file. The form can be deleted by those users with the appropriate access.
When Save Draft is selected, the form saves with an option to open and modify it later. The draft form can be deleted by those users with the appropriate access. Signature fields are not required when a user saves a draft, but signatures can be saved on a draft form. Once the draft is saved, the form is In Progress until it has been completed.
Users can save and print a form while it is still in progress. A PDF icon next to the Delete and Edit icons can be used to open a PDF file in a new tab. Users who have the ability to see the form based on sharing settings can see the PDF icon.
Once an In Progress form has been completed and Save & Create PDF has been selected, the “In Progress” and “Print” no longer appear in the CLIENT FORMS section of the FILES tab.
Forms now have a Private toggle available when a user is completing a form and after it is saved.
On ADD CLIENT FORM page:
On CLIENT FORMS section of the FILES tab:
Clarity Human Services Required Action: None.
Data Analysis Updates
A new Client Forms view has been created for the Client Model and HMIS Performance Model. The fields that this new view exposes on both models are:
| Field Label | Description | LookML Field Name |
| "Client Forms Added Date" | "When the client form record was added." | "client_forms.added_date” |
| "Client Forms Added Month" | "When the client form record was added." | "client_forms.added_month” |
| "Client Forms Added Quarter" | "When the client form record was added." | "client_forms.added_quarter” |
| "Client Forms Added Time" | "When the client form record was added." | "client_forms.added_time” |
| "Client Forms Added Week | "When the client form record was added." | "client_forms.added_week” |
| "Client Forms Added Year" | "When the client form record was added." | "client_forms.added_year” |
| "Client Forms Agency" | "The agency of the user that created this client form record." | "client_forms.ref_agency_text” |
| "Client Forms Field ID" | "ID of the field for the client form." | "form_fields.id” |
| "Client Forms Field Name" | "Name of the field for the client form." | "form_fields.field_name” |
| "Client Forms Field Number" | "Position of the field for the client form " | "form_fields.field_number” |
| "Client Forms Field Value" | "Value of the field for the client form." | "form_fields.value” |
| "Client Forms Form Template" | "The name of the template applied to the client form record." | "client_forms.ref_client_form_template_text” |
| "Client Forms ID" | "The ID of the client form record." | "client_forms.id” |
| "Client Forms Last Updated Date" | "Last date the client form record was updated." | "client_forms.last_updated_date” |
| "Client Forms Last Updated Month" | "Last date the client form record was updated." | "client_forms.last_updated_month” |
| "Client Forms Last Updated Quarter" | "Last date the client form record was updated." | "client_forms.last_updated_quarter” |
| "Client Forms Last Updated Time" | "Last date the client form record was updated." | "client_forms.last_updated_time” |
| "Client Forms Last Updated Week" | "Last date the client form record was updated." | "client_forms.last_updated_week” |
| "Client Forms Last Updated Year" | "Last date the client form record was updated." | "client_forms.last_updated_year” |
| "Client Forms Private (Yes / No)" | "Yes/No if the client form record is marked as private." |
"client_forms.private” |
| "Client Forms User Creating" | "User that created the client form." | "client_forms.ref_user_text” |
| "Client Forms User Updating" | "User that updated the client form." | "client_forms.ref_user_updated_text” |
| "Client Forms Field Count" | "Number of Fields." | "form_fields.count” |
| “Client Forms Form Count” | “Number of Forms.” | “client_forms.count” |
| “Status” | “The status of the client form record.” | “client_forms.status” Client Form View" |
The Client Model also exposes the:
| Field Label | Description | LookML Field Name |
| "Client Forms Deleted (Yes / No)" | "Has the client form record been deleted?" | "client_forms.deleted” |
Data Analysis Required Action: None.
Featured Update: New Inventory View
Completed Roadmap Item!
The Inventory Dashboard has been updated with a Search Unit Name/Address feature, the ability to remove the map, and the ability to easily close unit information boxes.
Inventory View Options
Users accessing Inventory will now see a default view that does not display the Inventory map.
Users can easily toggle the map on and off by clicking on the new Map icon.
Search Unit Name/Address
Users can now enter a Unit Name or Address into a search box to limit the list of units.
The results depend on the user’s Inventory Access setting and will only show units that include the text entered into the search bar with the most relevant at the top. If there are two units with matching names, they will be listed in alphabetical order by Unit Name. If there are exact matches in multiple categories, the list will display in this order by category:
- Unit Name
- Unit Configuration Type Name
- Program Name
- Building Name
- Site Name
- Agency Name
- Funding Source Name
- CoC
Easily Close Unit Card
Unit cards now contain an “X” icon so that users can easily close them. Users can also click anywhere outside the unit card to close them.
Clarity Human Services Required Action: None.
New! Caseload Management (New Clarity Interface)
We’re excited to announce that with this update, the new Clarity Human Services interface will include Caseload functionality.
End users with the appropriate access rights can view the following caseload information within a specific agency on the right sidebar of the Clients search page:
- Their active caseload in Active enrollments
- Upcoming, due, and past assessments in Status due
- Clients with the user assigned as the Case Manager in Case Manager
A new Help Center article is available with details on all functionality here.
Clarity Human Services Required Action: None.
New! Client Search Filters (New Clarity Interface)
The design of the Client Search screen has been updated in the new Clarity Human Services interface. With this update, a new filter icon appears that opens a menu with filter options.
The filter options are:
- First Name
- Last Name
- Alias
To search for a client record using one of the new filter options, choose one of the three filters, enter information into the field and click your keyboard’s Enter/Return button or click the arrow icon on the screen.
A list of clients matching your search criteria will be displayed.
Clarity Human Services Required Action: None.
Featured Update: Client Search Column Selector (New Clarity Interface)
The design of the Client Search screen has been updated in the new Clarity Human Services interface. With this update, a new column selector icon appears that allows a user to add and remove columns from the display.
Each end user can use the column selector to customize their search results view. The user’s selection will save within the user’s browser. The default columns will show if the user uses a new browser. The default columns are:
- Client (Name and Unique Identifier)
- DOB (Date of Birth and Age)
- SSN (Last four digits of the SSN)
- ROI (Release of Information Status)
- Household Members icon (Icon appears if there are household members only; this column is not sortable)
- Housing Status icon (Icon appears if client is housed only; this column is not sortable)
The additional column options are:
- Alias
- Gender
- Race and Ethnicity
- Veteran Status
- Custom fields included on the user’s Client Profile screens based on their agency’s Default Profile screen and user’s Profile Override settings.
The selected "Visible Fields" will show below the Search box on the Clients screen. You can use the dropdown arrow to the left of the client name to see the "Collapsed Fields."
Note: The number of columns for "Visible Fields" correspond to screen size. You can only select as many "Visible Fields" as there are columns showing on the screen. The fields will shift between "Visible Fields" and "Collapsed Fields" based on the screen size and the order you choose for selected fields. Higher priority fields can be moved towards the top of the list to make sure they show on a small screen.
End Users can click the empty checkbox next to a selection to add a column to their search results view or click a checked checkbox next to a selection to remove a column from their search results view. The Client (Name and Unique Identifier) column cannot be removed.
End Users can click and drag the columns within the column selector to reorder them in the search results view.
Clarity Human Services Required Action: None.
Update: Access Rights - Manage Agency - Sites Update
Prior to this update, the unit management link on the Unit Card within the INVENTORY Dashboard was previously only enabled for System Administrators. The unit management link is now available when Manage Agency - Sites is enabled for a user’s access role.
If a user is switched into an agency with an access role that does not include Manage Agency - Sites, then they will not be able to see the unit management link. This will assist system administrators with access role testing and planning.
Clarity Human Services Required Action: None.
Update: Program Restrictions - Warning for Indefinite Program Restrictions
The Program Restrictions feature was added with the February 2025 Feature Release. With this update, a warning has been added for program restrictions that do not have an end date.
When an end user creates a program restriction without adding an end date and clicks Save, a popup warning appears that states: You are about to create a permanent program restriction for this client. Please click OK to continue or Cancel to add an end date. This warning will appear when a program restriction is created or updated from both the client NOTES tab or a program enrollment’s Exit Screen.
Clarity Human Services Required Action: None.
New! Customer Portal - Release of Information
With this update, client users of the Customer Portal can receive an email or SMS notification at set intervals that they have an expiring or expired Release of Information (ROI) and there will be a banner visible in their account’s Dashboard until the ROI is updated. Also, client users can sign a new ROI without provider request if their ROI is due to expire or has already expired.
Settings
In the Customer Portal settings, if the Electronic ROI Enabled field is toggled on, there is a new ROI Expiration Notifications and Client-Initiated New ROI field and a new dependent Expired ROI Notification Frequency field available that System Administrators can enable for client user notifications.
The ROI Expiration Notifications and Client-Initiated New ROI field is OFF by default but editable for both system-wide settings and CoC OVERRIDE SETTINGS by users with the appropriate access. When the ROI Expiration Notifications and Client-Initiated New ROI field is toggled on, a dependent field Expired ROI Notification Frequency will appear.
The Expired ROI Notification Frequency field defaults to Select, but is editable for both system-wide settings and CoC OVERRIDE SETTINGS. The response options for Expired ROI Notification Frequency are:
- Select
- Daily
- Weekly
- Monthly
If the ROI Expiration Notifications and Client-Initiated New ROI field is toggled ON, a selection must be made for the Expired ROI Notification Frequency field. Once the selection is made, click Save Changes.
If the user clicks Save Changes without making a selection for the Expired ROI Notification Frequency field, the user will see a red line under the field and changes will not save.
Audit Log
Users with the Admin Access Role Type with Audit Log permissions can review changes made to the ROI Expiration Notifications and Client-Initiated New ROI field and the Expired ROI Notification Frequency field in the Customer Portal audit log.
Client Notifications
If the ROI Expiration Notifications and Client-Initiated New ROI field is enabled and a response is selected for Expired ROI Notification Frequency, a client with access to the Customer Portal will receive an email or SMS notification for an expiring or expired ROI.
When ROI Expiration Notifications and Client-Initiated New ROI is enabled and the client’s ROI will expire in 7 days, the client will receive an email or SMS notification based on the preference they selected when creating their Customer Portal account or updated in their profile settings. The notification states: You have received a new notification that may require your attention. Log in here to view this notification. You can change your email and/or text message notification settings at any time by logging in via the link above and editing your profile settings. When the client clicks on here, they are directed to the customer portal log in page.
A notification will be sent to the client’s Message Center in the customer portal 7 days prior to the current ROI expiration date. The notification states: Your Release of Information (ROI) will expire in X days on [ROI expiration date]. Please click here or contact a member of your Care Team if you have questions. If the client clicks on here, an ROI pop-up appears and they can sign a new ROI and click Save. If the client clicks Cancel instead, they are directed to the client’s Privacy section in the customer portal.
When the client’s ROI expires, they will receive an email or SMS notification on the date the ROI expires and as often as indicated in the selection for the Expired ROI Notification Frequency field. The notification states: You have received a new notification that may require your attention. Log in here to view this notification. You can change your email and/or text message notification settings at any time by logging in via the link above and editing your profile settings. When the client clicks on here, they are directed to the customer portal log in page.
A notification will be sent to the client’s Message Center in the customer portal that states: Your Release of Information (ROI) expired on [ROI expiration date]. Please click here or contact a member of your Care Team if you have questions. If the client clicks on here, an ROI pop-up appears and they can sign a new ROI and click Save. If the client clicks Cancel instead, they are directed to the client’s Privacy section in the customer portal.
When ROI Expiration Notifications and Client-Initiated New ROI is enabled and the client’s ROI will expire in 7 days or is expired, a client with access to the Customer Portal will see a banner in their Dashboard and their Privacy section.
The banner will state: Your Release of Information (ROI) expired on [ROI expiration date]. Please click here or contact a member of your Care Team if you have questions. If the client clicks on here, a ROI pop-up appears and they can sign a new ROI and click Save. If the client clicks Cancel instead, they are directed to the client’s Privacy section in the customer portal.
Client Initiated New ROI Capability
If a client with access to the Customer Portal has never had an ROI, and the ROI Expiration Notifications and Client-Initiated New ROI field is enabled, the client will see a New Release of Information (ROI) button on their Privacy page.
When the client clicks on New Release of Information (ROI), a ROI pop-up appears and they can sign a new ROI. The ROI the user sees is the ROI set up in the CoC Release of Information Settings for the agency that the user was logged in under when the client’s profile was created.
- If the client clicks Cancel instead of completing the ROI and clicking Save, they are directed to the Privacy page.
- If they complete the ROI and click Save, they are directed to the Privacy page. The New Release of Information (ROI) button on the Privacy page will no longer be visible.
Clarity Human Services Required Action: None.
New! Customer Portal - Referral Notifications
With this update, client users of the Customer Portal will receive an email or SMS notification at set intervals that they have a pending program referral and there will be a banner visible in their account’s Dashboard until the referral is accepted, denied, expired or deleted.
Settings
In the Customer Portal settings, there will be a new Referral Notifications field, a new dependent Referral SMS/Email Notifications Frequency field, and a new Referral Notification Extensions section.
The Referral Notifications field is OFF by default but editable for both system-wide settings and CoC OVERRIDE SETTINGS by users with the appropriate access. When the Referral Notifications field is toggled on, a dependent field Referral SMS/Email Notifications Frequency will appear.
The Referral SMS/Email Notifications Frequency field defaults to Daily, but is editable for both system-wide settings and CoC OVERRIDE SETTINGS. The response options for Referral SMS/Email Notifications Frequency are:
- Never
- Daily
- Weekly
- Monthly
If Never is selected for Referral SMS/Email Notifications Frequency, the client will only see the banner and a new Referrals page in their customer portal account; no notifications will be sent.
If Referral Notifications are enabled, and Referral SMS/Email Notifications Frequency is set to Daily, Weekly, or Monthly, a Referral Notification Extensions section will be available to customize notifications. To add a new Referral Notification Extension, click Add New Extension.
A pop-up window will appear with a Referral Activity field and an Extension textbox.
Users must select Program Referral for Referral Activity. Users can customize the notification message for clients in the Extension textbox. Once all information is complete, click Save Changes. If Program Referral is not selected or if no text is added in the Extension textbox, a red line will appear and the pop-up window will remain on the page.
Note: The Program Referral Extension can be edited, but only one Program Referral Extension can be added. Users with the appropriate admin access can delete a Program Referral Extension.
Audit Log
Users with the Admin Access Role Type with Audit Log permissions can review changes made to the Referral Notifications field and the Referral SMS/Email Notifications Frequency field in the Customer Portal Audit Log.
Users with the Admin Access Role Type with Audit Log permissions can review changes in the audit log for a Program Referral Extension. The audit log shows if a program referral extension has been added, edited, or deleted.
Client Notifications
If the Referral Notifications field is enabled and the Referral SMS/Email Notifications Frequency is set to Daily, Weekly, or Monthly, a client with access to the Customer Portal will receive an email or SMS notification at the frequency selected for a pending program referral. Notifications will continue until the referral is accepted, denied, expired, or deleted.
The client receives a SMS notification or email notification based on the preference they selected when creating their Customer Portal account or updated in their profile settings. The notification states: You have received a referral that may require your attention. Log in here to view this notification. You can change your email and/or text message notification settings at any time by logging in via the link above and editing your profile settings. When the client clicks on here, they are directed to the customer portal log in page.
If the Referral Notifications field is enabled, a client with access to the Customer Portal will see a banner in their Dashboard for a pending program referral.
The banner will state: You have been referred to a program. Please click here to view the referral or contact a member of your Care Team if you have questions. If there is a Referral Notification Extension set up, then the notification in the portal will state: You have been referred to a program. [referral notification extension text inserted here]. Please click here to view the referral or contact a member of your Care Team if you have questions. When the client clicks on here, they are directed to a new Referrals page.
Referrals Page
When Referral Notifications is enabled, a client’s Customer Portal account will now have a Referrals page. Pending program referrals will appear here and will contain the following columns:
- Referral Date
- Agency Name
- Program Name
- Unit/Bed
- Status
- Status Date
Note: If the client’s pending program referral is deleted, notifications will stop, the banner will no longer be visible, and the referral on the Referrals page will no longer be visible. If the deleted pending program referral is restored, notifications will resume based on the Referral Notifications Frequency, the notification banner will become visible, and the referral on the Referrals page will become visible.
Clarity Human Services Required Action: None.
Update: Customer Portal - Increased File Size Limit for Uploads
With this update, the file size limit in the Documents section of the Customer Portal has been increased and compressed files can now be uploaded. The file size limit has been updated from 4MB to 25MB.
For file uploads greater than 25MB, an error warning will appear that states: Invalid file size. The total of all files must be less than or equal to 25MB.
Clarity Human Services Required Action: None.
Update: Looker - New Fields, Exposed Fields, and Other Updates
With this update, there are new and exposed fields for Entry Screen, Bed/Unit Occupancy, and Referral Connected Enrollments information.
Demographic Fields for Outreach and Inventory Models
An ID field has been added to the Inventory Model and Outreach Model:
| Field Label | Description | LookML Field Name |
| "ID" | "The unique ID of the screen." | "entry_screen.id" |
A new Entry Screen section has been included on the Inventory and Outreach models. Each of these sections expose the following fields:
| Field Label | Field Group Label | Description | LookML Field Name |
| "Entry Screen Any Disability" | "Disability Information" | "Does client have any disability type recorded per data collection point (Start, Update, Annual, and Exit). This is not a HUD data element" | "entry_screen.any_disability” |
| "Entry Screen Chronic Health" | "Disability Information" | "The client has a chronic health disabling condition. HMIS Data Element 4.07.2" | "entry_screen.health_chronic” |
| "Entry Screen Chronic Health Longterm" | "Disability Information" | "Chronic health condition expected to be long-continued and indefinite duration. HMIS Data Element 4.07.2A" | "entry_screen.health_chronic_longterm” |
| "Entry Screen Developmental" | "Disability Information" | "The client has a developmental disabling condition. HMIS Data Element 4.06.2" | "entry_screen.health_dev_disability” |
| "Entry Screen Disabling Condition" | "Disability Information" | "Does the client have a disabling condition that is expected to be of long-continued and indefinite duration and substantially impairs ability to live independently. HMIS Data Element 3.08.1" | "entry_screen.disabling_condition” |
| "Entry Screen HIV/AIDS" | "Disability Information" | "The client has HIV/AIDS. HMIS Data Element 4.08.2" | "entry_screen.health_hiv” |
| "Entry Screen Mental Health" | "Disability Information" | "The client has a mental health disorder. HMIS Data Element 4.09.1" | "entry_screen.health_mental” |
| "Entry Screen Mental Health Longterm" | "Disability Information" | "Mental health disorder expected to be long-continued and indefinite duration. HMIS Data Element 4.09.2" | "entry_screen.health_mental_longterm” |
| "Entry Screen Physical" | "Disability Information" | "The client has a physical disabling condition. HMIS Data Element 4.05.2" | "entry_screen.health_phys_disability” |
| "Entry Screen Physical Documented" | "Disability Information" | "Physical disabling condition is documented. HMIS Data Element 4.05.2B" | "entry_screen.health_phys_disability_documented” |
| "Entry Screen Physical Longterm" | "Disability Information" | "Physical disabling condition expected to be long-continued and indefinite duration. HMIS Data Element 4.05.2A" | "entry_screen.health_phys_disability_longterm” |
| "Entry Screen Substance Use Disorder" | "Disability Information" | "The client has a substance use disorder. HMIS Data Element 4.10.2" | "entry_screen.health_substance_abuse” |
| "Entry Screen Substance Use Longterm" | "Disability Information" | "Substance use disorder expected to be long-continued and indefinite duration. HMIS Data Element 4.10.2A" | "entry_screen.health_substance_abuse_longterm” |
| "Entry Screen Currently Fleeing Domestic Violence" | "Domestic Violence" | "HMIS Data Element 4.11.2B" | "entry_screen.health_dv_fleeing” |
| "Entry Screen Survivor of Domestic Violence" | "Domestic Violence" | "HMIS Data Element 4.11.2" | "entry_screen.health_dv” |
| "Entry Screen When experience occurred" | "Domestic Violence" | "HMIS Data Element 4.11.2A" | "entry_screen.health_dv_occurred” |
| "Entry Screen Head of Household (Yes / No)" | "Enrollment Household" | "If Relationship to Head of Household is Self, Yes. Else No." | "entry_screen.head_of_household” |
| "Entry Screen Individual or Family" | "Enrollment Household" | "If count of household members in enrollment = 1, Individual. If count >1, Family. Else Unknown" | "household_entry_screen.family_or_individual” |
| "Entry Screen Relationship to Head of Household" | "Enrollment Household" | "HMIS Data Element 3.15.1" | "entry_screen.relationship_to_hoh” |
| "Entry Screen Total Household Clients" | "Enrollment Household" | "Count of enrolled household members" | "household_entry_screen.total_household_clients” |
| "Entry Screen Housing Move-in Date" | "Housing Move-in Date" | "HMIS Data Element 3.20" | "entry_screen.move_in_date” |
| "Entry Screen Housing Move-in Month" | "Housing Move-in Date" | "HMIS Data Element 3.20" | "entry_screen.move_in_month” |
| "Entry Screen Housing Move-in Quarter" | "Housing Move-in Date" | "HMIS Data Element 3.20" | "entry_screen.move_in_quarter” |
| "Entry Screen Housing Move-in Week" | "Housing Move-in Date" | "HMIS Data Element 3.20" | "entry_screen.move_in_week” |
| "Entry Screen Housing Move-in Year" | "Housing Move-in Date" | "HMIS Data Element 3.20" | "entry_screen.move_in_year” |
| "Entry Screen Sexual Orientation" | "RHY Questions" | "HMIS Data Element R3.1" | "entry_screen.rhy_sexual_orientation” |
| "Entry Screen Sexual Orientation - Other" | "RHY Questions" | "HMIS Data Element R3.1A" | "entry_screen.rhy_sexual_orientation_other” |
Data Analysis Required Action: None.
New Fields and Field Description Update for the Inventory Model
The new “ID” field has been exposed in the Unit Occupancy view in the Inventory Model in Looker:
| Field Label | Description | LookML Field Name |
| “ID” | “The Unique ID of the unit occupancy record.” | “unit_occupancy.id” Unit Occupancy View |
Four new fields are available in the Inventory model to help identify the latest and current occupant in a bed or unit in the Clients view:
| Field Label | Description | LookML Field Name |
| “Is Current Occupant” | "Is this client the current occupant of the bed or unit? If this field displays 'Yes', then this client is the current occupant of the bed or unit they are linked to in the Inventory model. View the associated Bed Occupancy Start Date field and Unit Occupancy Start Date field to determine if this client has a pending Bed occupancy or Unit occupancy." | "unit_occupancy_bed_occupancy_current_occupant.current_occupant" |
| “Is Current Pending Occupant” | "Does this client have an open pending occupancy for this bed or unit? If this field displays 'Yes', then the associated client has a pending occupancy record for the bed or unit they are linked to in the Inventory model. View the associated Bed Occupancy Assignment Date field and Unit Occupancy Assignment Date field to determine if this client has a pending Bed occupancy or Unit occupancy. This field displays 'Yes' if there is an Assignment Date present for the Unit/Bed Occupancy and a null Start Date or a Start Date in the future, and the referral linked with the Pending Occupancy Record does not have a status of Expired, Denied, or Unknown." | "unit_occupancy_bed_occupancy_current_occupant.current_pending_occupant"Bed Occupancy View |
| “Is Latest Bed Occupancy Per Bed?” | "Returns Yes / No indicating this is the Last Bed Occupancy for the bed in the system. Filters applied in the explore will not affect this dimension." | "bed_occupancy_latest_occupancy_by_bed_system.is_latest_bed_occupancy"Unit Occupancy View |
| “Is Latest Unit Occupancy Per Unit?” | "Returns Yes / No indicating this is the Last Unit Occupancy for the unit in the system. Filters applied in the explore will not affect this dimension." | "unit_occupancy_latest_occupancy_by_unit_system.is_latest_occupancy" |
The Bed Id description underneath the Inventory - Building Units view in the Inventory Model has been updated:
| Field Label | Description | LookML Field Name |
| “Bed ID” | "The ID is generated based on the unique combination of the bed, unit, and unit configuration records. Specific attributes related to the Units can be found in the "Inventory - Building Units" view, while the information related to the Unit Configurations is available in the "Inventory - Building Unit Configurations" view." | "bed_identifiers.bed_id" “Inventory - Building Units View” |
Data Analysis Required Action: None.
New and Exposed Fields for the Coordinated Entry and Client Models
The following fields have been added to the Referral Connected Enrollments view in the Coordinated Entry Model and Client Model in Looker:
| Field Label | Description | LookML Field Name |
| “Destination” | “Expected living situation following project exit. HMIS Data Element 3.12” | “referral_connection_enrollment_exit_screen.exit_destination_text” |
| “Housed on Exit” | “Client has been Housed based on Exit Destination. Housed category is based on System Performance Measure categories for permanent housing destinations.” | “referral_connection_enrollment_exit_screen.housed_on_exit” |
| “Exit Screen Deleted (Yes/No)” | “Has this exit screen been deleted?” | “referral_connection_enrollment_exit_screen.deleted” |
The following Enrollment Household fields have been added to the Referral Connected Enrollments view in the Coordinated Entry Model and Client Model in Looker:
| Field Label | Description | LookML Field Name |
| "Age of HoH" | “Age of Head of Household (Enrollment Household) as of Hud Age/Project Start Date/Current Age. By default, age is calculated using the Project Start Date, the behavior of this dimension can be adjusted using the "Enrollment Household Filter".” | “referral_connection_enrollment_household_makeup.hoh_age” |
| "Age of Oldest HH member" | “Age of Oldest HH Member (Enrollment Household) as of Hud Age/Project Start Date/Current Age. By default, age is calculated using the Project Start Date, the behavior of this dimension can be adjusted using the "Enrollment Household Filter".” | “referral_connection_enrollment_household_makeup.oldest” |
| "Age of youngest HH member" | “Age of Oldest HH Member (Enrollment Household) as of Hud Age/Project Start Date/Current Age. By default, age is calculated using the Project Start Date, the behavior of this dimension can be adjusted using the "Enrollment Household Filter".” | “referral_connection_enrollment_household_makeup.oldest” |
| "Count Adults" | “The Number of People in the Enrollment Household that are 18 Years or Older as of Hud Age/Project Start Date/Current Age. By default, age is calculated using the Project Start Date, the behavior of this dimension can be adjusted using the "Enrollment Household Filter"." | “referral_connection_enrollment_household_makeup.count_adults” |
| "Count Children" | “The Number of People in the Enrollment Household that are under 18 Years Old as of Hud Age/Project Start Date/Current Age. By default, age is calculated using the Project Start Date, the behavior of this dimension can be adjusted using the "Enrollment Household Filter".” | “referral_connection_enrollment_household_makeup.count_children” |
| "Household Type" | “Enrollment Household - Household Type. Based upon HUD Enrollment Household and ages of members as of their Hud Age/Project Start Date/Current Age. By default, age is calculated using the Project Start Date, the behavior of this dimension can be adjusted using the "Enrollment Household Filter".” | “referral_connection_enrollment_household_makeup.household_type” |
Data Analysis Required Action: None.
We Welcome Your Ideas
We encourage you to suggest improvements and new features for our products. You can create feature suggestions or vote, watch, and comment on existing suggestions at ideas.bitfocus.com. Refer to our Feature Suggestions article for additional details.
New and Updated Help Center Resources
We will either update or create the following articles in response to this Clarity Human Services update on Monday, April 21, 2025.
Reminder: the feature updates will be available in all Training Sites on Monday, April 7, 2025, and in all production Sites on Monday, April 21, 2025.
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Recording and Editing Coordinated Entry Events in the Client Record |
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Updated: 04/21/2025