At a Glance – Client Status Feature
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Table of Contents
Overview
This tool provides a streamlined method for quickly accessing client information at a glance, with the ability to add or edit the data for the client via action gear for most items as well as built-in help text.
Location
Path: Case Management Tab > Left Menu > At a Glance
At a Glance: Client Status
Columns & Action Gear
On the status & Milestones form, there are two columns: Label and Data. The Label column contains the metric names and the Data column holds the corresponding value(s) entered for the client.
The action gear has a menu item that will lead to the form where the data was entered, allowing users a quick way to edit the data or add new data for the metric.
Label & Data
There following is the list of metrics tracked on the “At a Glance: Client Status” form, the table lists off what each metric is and what the value is. If the client does not have enough data to display the metric, it will display “N/A”.
An action gear item displays for each metric and is specific to the data for that metric, it leads to the edit form where the data is entered.
| Label | Data | Action Gear > Path to Form(s) | Metric ID |
|---|---|---|---|
| # Days Homeless (Last Three Years) | The calculated number of days the client has been homeless in the last three years. To update, follow the path below. | Left-side menu: Homeless History | 15 |
| BNL Status |
Client’s current BNL status: No/ Yes – Unaccompanied Minor/ Yes – Qualified By Association/ Yes – Qualified for BNL See the By Name List documentation for details on criteria for BNL inclusion. |
This is a calculated value and no specific path can be provided. | 19 |
| Chronic Verified Yes/No (BNL) |
Yes/No – this client’s Chronically Homelessness has been verified. See the By Name List documentation for details. |
Role: Coordinated Access – Network Path:Case Management (Tab) > Left Menu: CAN Assessments > Document Checklist |
5 |
| Chronically Homeless (HUD) | Yes, or No, if the client is chronically homeless. This is determined in the HUD Universal Data assessment and can be modified by following the below path. | Program Assessments > HUD Assessments Dashboard > HUD Universal > HUD Universal Summary > Action gear: Edit > HUD Universal Data | 4 |
| Contact Info | Cell Phone, Home Phone, Work Phone, and/or Email | Client Info (top-left corner) > Expand section by clicking on the down arrow > Demographics (Button) > Contact Information Section | 1 |
| Current Age | Current age of client, will lead to the client demographics form. | Client Info (top-left corner) > Expand section by clicking on the down arrow > Demographics (Button) > Identifying Section | 2 |
| Current CAN Enrolled | Current Coordinated Access Network the client is enrolled in. | Case Management > Project Enrollment > HMIS Enrollment Member Summary > Action gear: Edit > Edit Enrollment | 11 |
| Current Case Manager(s) | Client’s current case manager with their User ID and the dedicated EnrollmentID | Case Management > Case Managers / Mentor | 18 |
| Currently Housed By | Program client is currently housed by | Case Management > Project Enrollment > HMIS Enrollment Member Summary > Action gear: Edit > Edit Enrollment | 17 |
| Desires Housing in Different CAN |
This metric displays a combination of the following fields: “Does this client want to be housed in a different CAN” (Yes/No) “Which CAN does the client want to be housed?” (Select from List of CANs) “Subcommunity” (Shown for CANs that have at least one subcommunity specified Example 1: Does this client want to be housed in a different CAN = “No” Desires Housing in Different CAN: No Example 2: Does this client want to be housed in a different CAN = “Yes”, CAN and Subcommunity Provided Desires Housing in Different CAN: Yes – %CAN Name% – %Subcommunity Name% Example 3: Does this client want to be housed in a different CAN is never completed (Null) Desires Housing in Different CAN: N/A These fields are collected and updated at Entry, During and Exit from a Coordinated Access Network (CAN) Enrollment via the , the latest value is always displayed if multiple dates have data from the above fields. |
Role: Coordinated Access – Network Path: Case Management (Tab) > Left Menu: CAN Assessments > Intake Form (CAN)This summary page contains the assessments that contain the three data elements used in this field. A new entry should be made if the data has been changed and you should only edit a previously existing entry if a data entry mistake was made. |
21 |
| Disabling Condition(s) | If the client has disabling conditions: Yes, No, Client doesn’t know, Client prefers not to answer, or Data not collected. If yes, it lists the disabling conditions the client has; this data is collected on the HUD program assessment |
Program Assessments > HUD Assessments Dashboard > HUD Program > HUD Program Summary > Action gear: Edit > HUD Program Data > Disabling Conditions Section |
16 |
| Health Insurance | Insurance type(s) the client has | Program Assessments > HUD Assessments Dashboard >HUD Health Insurance > HUD Health Insurance Summary > Action gear: Edit > Edit HUD Health Insurance | 7 |
| Income Change | Increase or Decrease depending on if the Clients monthly amount has increased/decreased since previous assessments. | Program Assessments > HUD Assessments Dashboard > Financial Assessment > Action gear: Edit > Edit HUD Financial Assessment | 20 |
| Last approximate Homeless start date | Approximate date the episode of homelessness started. | Program Assessments > HUD Assessments Dashboard > HUD Universal > HUD Universal Summary > Action gear: Edit > HUD Universal Data | 3 |
| Latest Income (Details) | Latest Income type(s) and their monthly amount | Program Assessments > HUD Assessments Dashboard > Financial Assessment > Action gear: Edit > Edit HUD Financial Assessment | 9 |
| Latest Income Total | Client’s latest monthly income | Program Assessments > HUD Assessments Dashboard > Financial Assessment > Action gear: Edit > Edit HUD Financial Assessment | 8 |
| Non-Cash Benefits | Yes/No/Client doesn’t know/Client prefers not to answer/Data not collected – if yes, display the non cash benefits the client has |
Program Assessments > HUD Assessments Dashboard > HUD Program > HUD Program Summary > Action gear: Edit > HUD Program Data > Non-Cash Benefits from Any Source section |
10 |
| Health Insurance | Insurance type(s) the client has | Program Assessments > HUD Assessments Dashboard >HUD Health Insurance > HUD Health Insurance Summary > Action gear: Edit > Edit HUD Health Insurance | 13 |
| Latest Income (Details) | Income type and it’s monthly amount | Program Assessments > HUD Assessments Dashboard > Financial Assessment > Action gear: Edit > Edit HUD Financial Assessment | 9 |
| Preferred Community (211 Intake) | The household’s preferred Coordinated Access community | NEW CA Workflow > Coordinated Access – CA – Summary > Coordinated Access – CA- 2022 > Action gear: Edit > Coordinated Access (input) – 2022 | 13 |
| Veteran Status | Yes/No/Client doesn’t know/Client prefers not to answer/Data not collected | Client Info (top-left corner) > Expand section by clicking on the down arrow > Demographics (Button) > Identifying Section | 14 |