Different programs and funds will have different requirements for when to do a follow-up or if a follow-up is needed. Please refer to your agency’s requirements for when and if to conduct them.
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Generally, follow-ups are recorded for clients (Head of Households) who exited any ES, TH, RRH, |
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PSH, HP project into Permanent Housing. |
How to Create a Follow Up Assessment (6-Month Review or Annual Follow up)
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Click on the Follow Ups icon (hint: you will only be able to create a Follow-up if the client has an Exit Date recorded).
A pop-up menu will appear. Click on the Add Follow Up Review button.
Select 6-month Review if this is 6-months after exit, or Annual Assessment if it is 12-months after exit. Even if it occurred a few days before or after the official anniversary, please record the Review Date as exactly 6-months or 12-months after the exit. Click Save & Continue.
Answer the questions in the assessment and then click Save & Exit. Example below.
You will see the number of Follow Ups that have been completed on the Follow Ups icon.
