PATH 2022 Report Documentation – CTHMIS

Table of Contents

Overview

Before You Begin

Instructions

Report Table for Q8-Q16

Report Table for Q17 (Services Provided)

Report Table for Q18 (Referrals Provided)

Report Table for Q19 – Q24 (Outcomes)

Report Table for Q25 (Housing Outcomes)

Report Table for Q26 (Demographics)

Determining Which Clients to Include

Overview

The purpose of this article is to help users understand how each section of the PATH 2022 Report is populated with HMIS data.

Before You Begin

  1. Please ensure you are using the PATH Outreach Role found under your name. (Top right corner).
  2. Your Provider should be the name of the Provider you wish to enter data/run the report for (Top right corner).
  3. Click on Administration at the top left of the screen.

  1. Click on the reporting icon on the left side menu and the select Compliance Reports

  1. Select the PATH 2022 v 3.5 Report.

  1. Enter the report parameters on the setup form and click Report in the bottom right

  1. If you wish to export the report to Excel or any other format, follow the steps below:

Instructions

Below is a copy of the PATH 2022 Report report with highlighted guidance on where the data is coming from. We’ve also included the criteria required for a client to be counted in the 3 categories listed below as well as how a Contact (Current Living Situation) is created in HMIS.

  • Each question in the report has specific requirements, not all questions have the same requirements (Active, New/Active Clients & Active/Enrolled Clients):
    • Active Clients = Contact occurs during p. enrollment & reporting period.
      • Date of Engagement or
      • Date of PATH status determination or
      • PATH Service
        • These are only used if there is not already a contact on those dates
    • New/Active Clients = Project start date during the reporting period
    • Active/Enrolled Clients = Active & Client became enrolled in PATH is YES & Date of status determination is during p. enrollment/prior to report end date.
  • Contacts – Created using the Current Living Situation form found in Case Management>Current Living Situation>Add New
    • Clients will NOT show up in Q8 – Q14 if there is no Current Living Situation in HMIS for them!
    • All street outreach projects are expected to record every contact made with each client, including when the Project Start Date or Date of Engagement is recorded on the same day. There may or may not be a contact made at project exit. ~Per the HMIS Data Standards Manual page 81. https://www.hudexchange.info/resources/documents/HMIS-Data-Standards-Manual.pdf
PATH 2021
Run by tmurray – on 6/30/2020 at 4:30 PM
Report Period:
10/1/2019 to 3/31/2020
Program:
Organization(s):

Report Table for Q8-Q16
Question No Question Answer
ROW 2 -Q8 Number of persons contacted by PATH-funded staff this reporting period

LOGIC:  ACTIVE (has an enrollment AND a Contact/Current Living Situation OR Date of Engagement OR PATH Status Determination where client became enrolled in PATH is YES OR PATH Funded Service)

 20
ROW 3 – Q9 Number of new persons contacted this reporting period in a PATH Street Outreach project

LOGIC:   New/Active Clients enrolled in Project Type 4 – PATH Street Outreach. Project Start date must be >= Report Start Date AND <= Report End Date

 4
ROW 4 – Q10 Number of new persons contacted this reporting period in a PATH Services Only project

LOGIC:   New/Active Clients enrolled in Project Type 6 – PATH Services Only. Project Start date must be >= Report Start Date AND <= Report End Date

 0
ROW 5 – Q11 Total number of new persons contacted this reporting period (#9 + #10 = total new clients contacted)

LOGIC:   New/Active total clients from Q9 & Q10

 4
ROW 6 – Q12a Instances of contact this reporting period prior to date of enrollment Count the number of contacts between [report start date] and [report end date].

LOGIC:   Active/Enrolled*

a. Start with the universe of active clients.

b. Only clients with [PATH status – date of status determination] dated during the reporting period where [client became enrolled in PATH] equals 1-YES. Note that this may result in more than one project stay for some clients who were present at a project more than once in the report date range.

c. Using data from all of those project stays, count the total number of contacts that occurred >= [project start date] and <= [date of enrollment].

d. A person may have more than one contact on a given date and each contact should be included in the count.

e. Use any of the records in Determining Which Clients to include – 1. Active as a “contact” with the client. This includes a normal [contact] (4.12) record as well as other date fields described in that section.

 0
ROW 7 – Q12b Total instances of contact during the reporting period. Count the number of contacts between [report start date] and [report end date].

LOGIC:   Active/Enrolled*

a. Start with the universe of active clients.

b. Of those project stays further restrict the universe to only stays that have a [PATH status – date of status determination] dated <= [report end date] where [client became enrolled in PATH] equals 1-YES. Note that this may result in more than one project stay for some clients who were present at a project more than once in the report date range.

c. Using data from all of those project stays, count the total number of contacts that occurred >= [report start date] and <= [report end date].

d. A person may have more than one contact on a given date and each contact should be included in the count.

e. Use any of the records in Determining Which Clients to include – 1. Active as a “contact” with the client. This includes a normal [contact] (4.12) record as well as other date fields described in that section.

 53
ROW 8 – Q13 Number of new persons contacted this reporting period who could not be enrolled because of ineligibility for PATH

LOGIC:  New/Active and Date of PATH Status Determination is dated during the reporting period and Client became enrolled in PATH is NO & Reason not enrolled = Ineligible.

 0
ROW 9 – Q14 Number of new persons contacted this reporting period who became enrolled in PATH

New/Active & Date of PATH Status Determination is dated during the reporting period and Client became enrolled in PATH is “YES” and Contacted = YES

 0
ROW 10 – Q15 Number with active, enrolled PATH status at any point during the date range

LOGIC:  Active/Enrolled & Date of status determination is dated during the reporting period and Client became enrolled in PATH is “YES”.

 4
ROW 11 – Q16 Number of active, enrolled PATH clients receiving community mental health services through any funding source at any point during the reporting period

LOGIC:  Active/Enrolled and Has a Community Mental Health PATH Funded service <= the report end date OR a Community Mental Health PATH Referral where the Outcome is Attained AND date of referral is <= report end date

 0
Demographics Sub report

Report Table for Q17 (Services Provided)
Sub Item Question

LOGIC:  Active/Enrolled Clients with at least one PATH Funded Service.
Client Service Mapping to Report documentation available here

 Number of people receiving service
a Reengagement 0
b Screening 0
c Clinical Assessment 0
d Habilitation/rehabilitation 0
e Community Mental Health 0
f Substance Abuse treatment 0
g Case Management 4
h Residential supportive services 0
i Housing minor renovation 0
j Housing moving assistance 0
k Housing eligibility determination 0
l Security deposits 0
m One-time rent for eviction prevention 0
Services Provided Subreport

Report Table for Q18 (Referrals Provided)

Individuals who received more than one type of referral (e.g. employment assistance and community mental health) should be reported once in all categories that apply. Individuals who received a referral multiple times should only be counted one time for that type of referral. Each row is an unduplicated count of people who attained each referral. # Attained should be less than or equal to the count in # Receiving Each Referral.
Sub Item Question Number receiving each referral

 

LOGIC:  Active/Enrolled Clients with at least one PATH Referral

 Number who attained the service from the referral

LOGIC:  Active/Enrolled Clients with at least one referral where /PATH Referral Outcome = “Attained”
a Community mental health 0 0
b Substance use treatment 0 0
c Primary health/dental care 1 1
d Job Training 0 0
e Educational Services 0 0
f Housing Services 0 0
g Temporary housing 0 0
h Permanent housing 1 0
i Income assistance 0 0
j Employment assistance 0 0
k Medical Insurance 0 0
Referrals Provided Subreport

Report Table for Q19 – Q24 (Outcomes)
Question No Question At PATH project
entry		 At PATH project exit
Leavers		 At report end date
Stayers
LOGIC:  An unduplicated count of active/enrolled clients at project start and at exit (leavers)
or at report end (stayers).
19 Income from any source LOGIC:  Active/Enrolled client and has Income assessment during reporting period
Yes 2 0 2
No 2 1 1
Client doesn’t know 0 0 0
Client refused 0 0 0
Data not collected 0 0 0
ROW 8 Total 4 4
20 SSI/SSDI LOGIC: Active/Enrolled clients and has Income assessment during reporting period with SSI or SSDI as the Income source
Yes 1 0 1
No 3 1 2
21 Non-cash benefits from any source LOGIC:  Active/Enrolled client who have a HUD Program assessment with answer to “Receiving any Non-Cash Benefits” question
Yes 2 1 1
No 2 0 2
Client doesn’t know 0 0 0
Client refused 0 0 0
Data not collected 0 0 0
ROW 18 Total 4 4
22 Covered by health insurance LOGIC: Active/Enrolled Client has HUD Program assessment with answer to Covered by health insurance
Yes 2 0 2
No 1 1 0
Client doesn’t know 0 0 0
Client refused 0 0 0
Data not collected 1 0 1
ROW 25 Total 4 4
23 Medicaid/Medicare LOGIC: Active/Enrolled has Insurance Type is Medicaid/Medicare on Health Insurance assessment
Yes 2 0 2
No 2 1 1
24 All other health insurance

(Exclude [Medicaid] and [Medicare] from this calculation)

 LOGIC: Active/Enrolled has Insurance type Other than Medicaid/Medicare on the Health Ins. assessment
Yes 0 0 0
No 4 1 3
Outcomes Subreport

Report Table for Q25 (Housing Outcomes)

Universe: Leavers /enrolled and stayers/enrolled
25. Destination at Exit Count
Temporary Destinations
Emergency shelter, including hotel or motel paid for with emergency shelter voucher 0
Moved from one HOPWA funded project to HOPWA TH 0
Transitional housing for homeless persons 0
Staying or living with family, temporary tenure (e.g. room, apartment, or house) 0
Staying or living with friends, temporary tenure (e.g. room apartment or house) 0
Place not meant for habitation (e.g., a vehicle, an abandoned building, bus/train/subway station/airport or anywhere outside) 1
Safe Haven 0
Hotel or motel paid for without emergency shelter voucher 0
Subtotal 1
Institutional Situation
Foster care home or foster care group home 0
Psychiatric hospital or other psychiatric facility 0
Substance abuse treatment facility or detox center 0
Hospital or other residential non-psychiatric medical facility 0
Jail, prison, or juvenile detention facility 0
Long-term care facility or nursing home 0
Subtotal 0
Permanent Destinations
Moved from one HOPWA funded project to HOPWA PH 0
Owned by client, no ongoing housing subsidy 0
Owned by client, with ongoing housing subsidy 0
Permanent housing (other than RRH) for formerly homeless persons 0
Rental by client, no ongoing housing subsidy 0
Rental by client, with RRH or equivalent subsidy 0
Rental by client, with VASH housing subsidy 0
Rental by client, with GPD TIP housing subsidy 0
Rental by client, with other ongoing housing subsidy 0
Staying or living with family, permanent tenure 0
Staying or living with friends, permanent tenure 0
Subtotal 0
Other Destinations
Residential project or halfway house with no homeless criteria 0
Deceased 0
Other 0
No exit interview completed 0
Client doesn’t know 0
Client refused 0
Data not collected 0
Subtotal 0
PATH-enrolled clients still active as of report end date (stayers)

LOGIC: total number of stayers in the universe of clients.

 3
Total – LOGIC: The total number of leavers + stayers in the universe of clients 4

Report Table for Q26 (Demographics)
LOGIC: An unduplicated count of active/enrolled clients (Q15)
Gender Answer
Female 0
Male 0
No Single Gender 0
Questioning 0
Transgender 0
Client doesn’t know 0
Client refused 0
Data not collected 0
Total 4
Age
17 and under 0
18 – 23 0
24 – 30 0
31 – 40 2
41 – 50 1
51 – 61 0
62 and over 1
Client doesn’t know 0
Client refused 0
Data not collected 0
Total 4
Race LOGIC: An individual with multiple races identified should be counted in all applicable categories.
American Indian, Alaska Native, or Indigenous 0
Asian or Asian American 0
Black, African American, or African 1
Native Hawaiian or Other Pacific Islander 0
White 3
Client Doesn’t know 0
Client refused 0
Data not collected 0
Total 4
Ethnicity
Non-Hispanic/Non-Latino(a)(o)(x) 3
Hispanic/Latino(a)(o)(x) 1
Client Doesn’t know 0
Client refused 0
Data not collected 0
Total 4
Veteran Status
Veteran 0
Non-Veteran 4
Client doesn’t know 0
Client refused 0
Data Not Collected 0
Total 4
Co-Occurring disorder

LOGIC: An unduplicated count of Active/Enrolled clients (Q15). HUD Program assessment has YES for Substance Abuse Problem and Expected to be of indefinite duration AND a YES answer to another Disabling Condition.
Co-occurring substance use disorder 2
No co-occurring substance use disorder 1
Unknown 1
Total 4
SOAR Connection

LOGIC: An unduplicated count of Active/Enrolled clients (Q15) and HUD Program assessment has answer to Connection with SOAR data element.
Yes 0
No 0
Client doesn’t know 0
Client refused 0
Data not collected 4
Total 4
Living Situation at Project Start
LOGIC: An unduplicated count of Active/Enrolled clients (Q15) and HUD Universal assessment has answers to the Living Situation data elements.
Literally Homeless
Place not meant for habitation 3
Emergency shelter, including hotel or motel paid for with emergency shelter voucher 1
Safe Haven 0
Institutional Situation
Foster care home or foster care group home 0
Hospital or other residential non-psychiatric medical facility 0
Jail, prison, or juvenile detention facility 0
Long-term care facility or nursing home 0
Substance abuse treatment facility or detox center 0
Psychiatric hospital or other psychiatric facility 0
Transitional and Permanent Housing Situation
Hotel or motel paid for without emergency shelter voucher 0
Owned by client, no ongoing housing subsidy 0
Owned by client, with ongoing housing subsidy 0
Permanent housing (other than RRH) for formerly homeless persons 0
Rental by client, no ongoing housing subsidy 0
Rental by client, with VASH subsidy 0
Rental by client, with GPD TIP subsidy 0
Rental by client, with other ongoing housing subsidy (including RRH) 0
Residential project or halfway house with no homeless criteria 0
Staying or living in a family member’s room, apartment, or house 0
Staying or living in a friend’s room, apartment, or house 0
Transitional housing for homeless persons (including homeless youth) 0
Client doesn’t know 0
Client refused 0
Data not collected 0
Total 4
Length of stay in prior living situation (emergency shelter or place not meant for human habitation only)
LOGIC: Filter for clients with [living situation] = 1 or 16, then count clients according to [length of stay in living situation].
One night or less 0
Two to six nights 0
One week or more, but less than one month 1
One month or more, but less than 90 days 0
90 days or more, but less than one year 1
One year or longer 2
Client doesn’t know 0
Client refused 0
Data not collected 0
Total 4
Chronically Homeless (at Entry)
Yes = count of clients where [chronically homeless at project start] is true. 2
No = count of clients where [chronically homeless at project start] is false. This DOES NOT include clients with missing data required for the calculation. 2
Unknown = count of clients where [chronically homeless at project start] cannot be determined because some data is missing. This cell will include any clients for whom “CH at project start” cannot be determined as “Yes” or “No” per the guidance in the HMIS Reporting Glossary. 0
Total 4
Domestic Violence History (adults only) SOAR Connection
Yes = count of clients where [domestic violence at project start] is true. 0
No = count of clients where [domestic violence at project start] is false. 0
Client doesn’t know = count of clients where [domestic violence at project start] is Client doesn’t know. 0
Client refused = count of clients where [domestic violence at project start] is Client refused. 0
Data Not Collected = count of clients where [domestic violence at project start] is missing/not collected. 0
Total 0
Report Options
Date of PATH 10/01/2019 to 03/31/2020
Programs Selected
Organizations Selected

Determining Which Clients to Include

(from the HMIS Programming Specifications for the PATH Annual Report)

Unless otherwise specified, “all person counts” are the unduplicated count of clients within each row of a particular question. This report utilizes the HMIS Standard Reporting Terminology Glossary along with PATH-specific logic to define the universe of clients to be included in each report question. There are three universes used in the report: Active, New/Active, and Active/Enrolled. Each universe is defined here; each question refers to one of the three universes.

Unless otherwise specified, use data from each client’s latest project stay (the stay with the latest [project start date]) during the reporting date range. Apply the logic below to this project stay to further determine the relevant clients.

  1. Active: This Report uses Active Client – Method 2 (Active Clients by Date of Service) from the HMIS Reporting Glossary to determine which clients to include in the reporting universe. These criteria apply to all of the dates for the purposes of determining an active client. The table below lists the date fields to use.

[date] >= [report start date]

And [date] <= [report end date]

And [date] >= [project start date]

And ([date] <= [project exit date] or [project exit date] is null)

Where [date] is any of the following:

Field Data Standards Additional qualifications
[contact] 4.12 Requires that [contact] is identifying contacts with the client, not a case worker or housing specialist. If an HMIS is designed to capture other types of contacts, only count contacts with the client.
[date of engagement] 4.13 Where there is not a contact on the [date of engagement] count the date of engagement as a contact.
[PATH status – date of status determination] P3 Use this date if there is not already a [contact] on the date and [client became enrolled in PATH] = 1 (“yes”).
[services provided – PATH funded] P1 Use this date if there is not already a [contact] on the date.
  1. New/Active: New/Active clients are those identified in the Active universe but only those with [project start date] (3.10) during the reporting period should be included. Clients should be counted regardless of PATH enrollment.

(“Active” as defined in #1)

And [project start date] >= [report start date]

And [project start date] <= [report end date]

  1. Active/Enrolled: Active/Enrolled clients are those identified in the Active universe but only those with a [PATH status] (P3) of “enrolled” (1) prior to or on the end of the reporting period.

(“Active” as defined in #1)

And [PATH status – client became enrolled in PATH] = 1

And [PATH status – date of status determination] <= [report end date]

And [PATH status – date of status determination] >= [project start date]

And ([PATH status – date of status determination] <= [project exit date] or [project exit date] is null)