Cohorts - greenriver/hmis-warehouse GitHub Wiki

Revision History

11/2023

  • Cohort Columns - Added description field for each column on the Edit Cohort Column Names page. Descriptions are visible on the Edit Visible Columns tab and as a tooltip on the column header in a cohort.

    Example of Cohort Column Description

7/2023

  • Cohort Columns
    • Client Note - Exposed date of note.
    • Sorting - Fixed bug causing sorting issue. Note - Sorting only works with the down arrow with some browsers.
  • Matched Tab - Updated logic in tab
    • Cohort Client must be "active"
    • Cohort Client must have a value in "Referral Program Youth"
    • Cohort Client must have a value in "Match Date"

6/2023

  • Cohort Search - Expanded search option on cohort to include search by Client ID. The results will display the list of cohorts which include the client.

  • Tabs - Cohorts can now have multiple, custom tabs that populate from data-driven calculations. (Custom tabs and calculations are added directly to the database currently, but tabs can be generated based on values from most cohort columns.)

  • Cohort Tab Header - Added number of clients next to each tab header (Active Clients, Housed, Ineligible, Inactive, Removed).

    Image of updated cohort tabs

  • Cohort Details - Exposed Required Permission and SQL Query on Edit screen.

    Image of Required Permission SQL Query Table

  • Columns - Added a new column “Transfer V3 Assessment Date” which is the date a client received a Transfer assessment (City of Boston, MA).

  • Add Clients - Fixed issue causing slow response when adding clients active within a date range.

  • Client Dashboard - Updated the list of cohorts on a client profile to include cohorts where the client is inactive. The display now includes Active and Recent Homeless Activity columns.

    Image of cohort table on Client Dashboard

5/2023

  • Cohort Columns
    • Last Intentional Contact - Updated cohort column to list projects in reverse chronological order and include confidential projects without their name.

4/2023

  • Cohort Columns
    • Current Living Situation - Added a new cohort column that shows the most recent current living situation.
    • Number of Days Homeless (Pathways) - Added a new cohort column that shows the days from the Pathways or Transfer assessment. If the client does not have a Pathways assessment, the field will be blank.

3/2023

  • Enforce Project Visibility in Cohorts- A new option on cohorts that limits the details a user can see to just those projects to which they are assigned.
  • Cohort Columns
    • Last Intentional Contact - New cohort column that includes HUD Service, CE Events, Currently Living Situations, and Custom Services if available.

2/2023

  • Cohort Permissions - New cohort permissions have been added to the warehouse to distinguish specific cohort functions and access. These permissions are assigned by role and include:
    • Can configure cohorts - Ability to create, configure, and remove cohorts
    • Can add cohort clients - Ability to add, remove, and import cohort clients
    • Can manage cohort data - Ability to modify all visible cohort client data (except for 'Active')
    • Can view cohorts - Ability to view, but not modify, cohorts
    • Can participate in cohorts - Ability to modify editable visible cohort client data
    • Can view inactive cohort clients - Ability to view inactive cohort clients
    • Can manage inactive cohort clients - Ability to update if client cohorts are active (grants the ability to see inactive clients)
    • Can download cohorts - Ability to download the contents of a cohort
    • Can view deleted cohort clients - Ability to view the clients removed from a cohort
    • Can view cohort client changes report - Ability to view the history of clients added and removed from a cohort

1/2023

  • Cohort based on Project Group - Added a new function that allows cohorts to be based on a project group. The cohort includes clients with an open enrollment at a project contained in the group. Clients cannot be added or removed manually. To use this function, navigate to the Edit tab on the cohort and select a project group under Automation.
  • Cohort Columns
    • Client Notes - Added ability to send a notification from Client Notes.

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