Street Outreach Workflow

This workflow applies to ALL Street Outreach projects except PATH. PATH projects must follow the PATH Workflow which has different instructions for many of these data elements.

TABLE OF CONTENTS

• Entry
• Interim Reviews
• Service Transactions
• Exits
• Reports
  • ESG CAPER and CoC APR
  • Client Served Report 
  • Open Street Outreach EEs
• Training Recording

Entry

When an individual agrees to case management, or the third time you meet with them (whichever comes first), you will create an entry for the client in your outreach project.

To create an entry:

Search for the client in ClientPoint. If you find the client, click on their name. If they are not found, click Add New Client With This Information.

Make any necessary updates to the client profile and household, and then add an ROI for the client. Just like in other projects, you should not add the client to HMIS until you have completed the ROI and Privacy Script process.

Create an entry for the project. There may be questions on the entry that you cannot answer yet. It is okay to leave them blank on outreach projects. On the date of the entry, you must fill out:

• Client Name - all clients must have a first and last name and the Name Data Quality should be Full Name Reported. You do not need to verify that this is a legal name. Note: this is entered on the Client Profile, not the entry.
• Date of Birth - estimate is okay but all clients must have a DOB. The Date of Birth Type should be Full DOB Reported or Approximate or Partial DOB Reported
• Date of Engagement - this is the date the client became engaged with your outreach project. Since we only enter clients in HMIS who are engaged, this date should always be the same as your project start date/entry date
• Current Living Situation - See detailed instructions on how to record the Current Living Situation/Contacts in the Interim Reviews section below. The Start Date, End Date, and Information Date will all be the same as your Entry date and Date of Engagement. Current Living Situation should be a homeless situation. 2022 Update: Current Living Situation only needs to be added on the entry. You should also add a record on an interim if the living situation changes.

You can come back and answer the other questions later as you learn more about the client. You should aim to have the entry completed as soon as possible while still maintaining a positive relationship with the client. When you ask the client questions from the entry assessment, make sure you are asking what the status was as of the entry date. Even if it is months later, the entry assessment needs to be as complete as possible. If changes have occurred since the entry date, you can then update the answers in an interim review (instructions below).

Ex: You enter a client into HMIS on 7/1 with an incomplete entry. On 9/15, you are filling out the income section of the entry and the client tells you they recently lost a source of income.

• Fill out the income section of the entry with the income they had on 7/1
• Add an interim review for 9/15 with the new income information.

Interim Reviews

Interim Reviews record any information that has changed about the client since the entry assessment or subsequent interims. 2022 update: Interims are only required when information about the client has changed since the entry. You can use an Interim to update any question, like the Current Living Situation, income, or disabilities. To create an interim review:

Step 1 - Go to the client’s record in ClientPoint

Step 2 - Go to the list of Entry/Exits via ClientPoint
TIP: You will not see the required icons from the Client Summary Page!

You’ll see a new column in the Entry/Exit list:

Step 3 - Click on the Interim icon  

Step 4 - In the Interim Reviews Pop-up Screen, click on Add Interim Review button

Step 5 - Select the Review Type of “Update” and Date of Review as the date of contact, then click Save & Continue.

Step 6 - Current Living Situation (if you need to update)is at the top of the assessment

     Start Date, End Date and Information Date will all be the same date. Then click Save at the bottom of the pop-up window.

Step 7 – 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 the instructions on Updating HUD Verification for full details.

Service Transactions

Service transactions should be recorded every time you come in contact with the client (2022 workflow update). The services you need to record will vary depending on your project. If no specific service was provided at the time of contact, you should record a Case/Care Management transaction.

To create a service transaction:

Click on the Service Transactions tab and then Add Service

Select your project as the service provider, then enter the date of the service and the Service Type. Then click Save & Continue

You can add any service notes and follow-up information on the next page. Make sure that you fill out the Need information at the bottom of the page, then click Save & Exit when you are finished.

Exits

Clients should be exited from your project when they are housed, or if they have not had any contacts (interim reviews) or service transactions in the last 90 days. 

When someone is housed, make sure you enter the correct exit Destination. Their exit date should be their housing move-in date.

For clients who have not been contacted in the last 90 days, exit them to Unknown/Disappeared and No exit interview completed unless you see other information in their Entry/Exits that indicate where they are now. For example, if you see a recent enrollment in ES, you can enter the Destination as Emergency Shelter. To identify clients who should be exited for 90 days of no activity, run the Open Street Outreach EEs report (details in Reports section below).

Reports

ESG CAPER and CoC APR

Use the instructions in this guide to determine who is enrolled in your project (section 5a), and identify data quality errors (sections 6a-6c). You should also pay attention to Section 15 to make sure that clients were eligible (all clients' Prior Living Situation should be a homeless situation) and that all positive exits were recorded in Section 23c.

Client Served Report 

Run this canned report (accessed in Reports section in left menu) to determine how many services were given in a date range. 

After you enter the Provider, Served Date Range, and click Build Report, scroll to the bottom of the report to see Service Counts.

Remember that these services are duplicated, so if a client received 2 of the same service during the date range they will be counted twice, and if multiple clients were listed on the same service they will all be counted in these aggregate totals.

Open Street Outreach EEs

Anyone with a Business objects license can run the report to view the list of clients who haven’t had any contacts or transactions in the last 90 days. You may have to ask your agency admin to run this report for you using these instructions:

Run the Open Street Outreach EEs report available in lane_county_live --> Street Outreach folder. You can either click on the title of the report to run it or the 3 dots next to it to Schedule the report.

Select your Street Outreach project(s) as the Provider(s) and then click Run. Leave the EDA Provider as Default.

This report will show all clients who are enrolled in your project as of today. Clients with IDs in red have not received a transaction or contact in more than 90 days and should be exited. Clients highlighted in yellow have not received a transaction or contact in 60-89 days. Anyone who has never received a service will have NO SERVICES in all caps in the Last Service date column.

There is a second tab on the report that will break out the client list by case manager. This only works if you have been recording Case Manager in the Case Manager tab and/or Case Notes in the Case Plans tab of the client profile. See more information at the top of the report.

Click here to watch a video of the Street Outreach Workflow:

Located under the "Workflow" section