The Turnaways module asks for Client Name and Family Members, then separately asks for the user to manually enter the number of Adults, which defaults to 1, and the number of Children, which defaults to 0. These fields should be automatically calculated based on the Client Name and Family Members fields. Moreover, on the Add Turnaway screen, these fields could even be hidden to reduce any confusion that may exist (these fields should still be present on the Add Anonymous Turnaway screen).
Either forced or through Service Provider Mandatory settings.
There’s an accountability issue: either staff can globally Edit a thing, or they can’t Edit any of a thing.
What is missing is the ability for a staff to only be able to Edit their own things, or only Edit things that have happened recently.
For example, I add a case note. Then I notice a typo, so I want to fix it. I should be able to edit my own case note within 24/48/72 hours. But 6 months from now I have no reason that I would need to edit this case note. The only possible reason I might have f…
Currently, when a module includes a caseworker, the information about the caseworker is stored in a module-specific table, such as HIFIS_Cases, instead of the more generic HIFIS_Services.
Specifically, it is present in HIFIS_Diversion, HIFIS_SPDAT_Intake, HIFIS_VAT_Intake, HIFIS_Cases, HIFIS_HousePlacements, and it's possible that I'm missing one or two.
In contrast, the Reason for Service field is present in the HIFIS_Services table instead of the module-specific tables, despite the fact that Rea…
In Case Management, add a new tab called "Assessments." In that tab, you're going to have sub-tabs (like how if you have multiple Custom Tables, you have a Custom Tables tab and then each Custom Table is it's own sub-tab underneath) for SPDAT, VI-SPDAT, and VAT. If more assessments get added to HIFIS, they would be added here too.
From the Assessments tab, you can add an applicable assessment directly, assuming you have rights.
If you add an assessment from the Front Desk or Client Management, hav…
As you may or may not know, there is a mandatory field called "Reason for Service" that appears on many service types, such as Admissions, and Diversion, and Goods & Services, and Group Activities, and so on.
What you may not know is that the "Reason for Service" field on the Goods & Services module uses an entirely different lookup table, called "Reason for Goods & Services" with an identical initial list of values. However, it's a separate table and it's also stored in the database differently.…
When a client has a Case open, or a Housing Placement open or a Housing Loss Prevention open, there's a designated Caseworker. Can we automatically add that Caseworker, who is a user and who already exists in the system, as a Contact in the Contacts module? Lots of communities would like to manually enter this but they find staff are forgetting to do it so it's never a reliable source of information. Yes, users could look up the Case Management Client List, but they'd also have to look up the Ho…