Current Living Situation Assessment (i.e. Contacts)

Documenting Client Interactions and Current Living Situation

Some project types, including Street Outreach, require that every contact with a client be documented in HMIS using the Current Living Situation Assessment.

During the initial creation of the Project Enrollment, users are prompted to create the first Current Living Situation assessment (contact) as part of the HMIS workflow.  Example below shows the enrollment start date was 9/21, along with a Current Living situation dated 9/21.

To create additional Current Living Situations for all contacts AFTER the Project Start Date, navigate from the client's profile page, to the program enrollment and on the Assessments tab.  Click the Add button to add the NEW Current Living Situation.

The window will appear. Select Current Living Situation and click NEXT.

Complete the three fields and click SAVE. 

  • The Location Details are not required, but if entered, it should be 5 words or less.  Ex. Seymour Park or Vehicle Walmart East or Tent woods near Tenth Street
  • Do not put the client's name or notes about the client.  All client notes should be entered under the Notes tab.

Don't forget to click COMPLETE!


Notes for Street Outreach:

Street Outreach projects have a unique workflow related to the nature of the program type. If you are outreaching outside to locate clients who are experiencing homelessness while living on the street or other places not meant for human habitation, it may not be feasible or reasonable to collect all intake information on a client at your first contact with client. It is expected that over time as the relationship is being built, all data elements will be collected.  This means:

  1. Be sure to return to the client Profile (ie. DOB, SSN, etc) or the Enrollment Screen (ie. income, benefits, etc) at EACH CONTACT with client to ensure all Universal Data Elements are collected for client over time.  All Data Elements are required at the Date of Engagement with Client.
  2. If any information has CHANGED since the last interaction, this should be updated using a Status Assessment Update.

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