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Case Management tab – add client’s case manager
Case Plans tab – upload files relating to clients’ case management if necessary per CoC’s policies
Interims – record updates/changes in a client’s information throughout their program enrollment.
Additional Current Living Situations, for each contact with the client to be counted.
Go to the client’s record in the Clients module
Under the Entry/Exit tab, go to the list of Entry/Exits
On the client’s active Street Outreach entry, click on the Interim icon
In the Interim Reviews pop-up screen, click on Add Interim Review button
Select the Review Type of “Update” and Date of Review as the date of contact, then click Save & Continue
Current Living Situation (if you need to update it) is towards the bottom of the assessment. Click Add and enter the start date, information date, current living situation, and end date. The start date, information date, and end date should all be the same.
Update any other information that has changed since the entry date (income, disabilities, domestic violence, etc.)
For any items in a HUD verification table, remember to end date the old record one day before the interim review date and add a new record. See instructions on HUD Verification Tables for full details.
SERVICES TRANSACTIONS
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If your CoC requires service tracking, a service transaction should be recorded every time you encounter the client. The services you need to record will vary depending on your project and/or CoC policy. If no specific service was provided at the time of contact, you can record it as Case/Care Management. |
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