1. REFERRAL
   

1. Receive referral from Centralized Intake (CI) through CMIS and email.
2. Contact client.
1. Explain provider’s Permanent Supportive Housing (PSH) process.
2. Request client information.
3. Schedule client's intake.

2. INTAKE
   

1. Meet with client and complete all necessary intake paperwork.
   

CMIS DATA ENTRY

1. BACK DATE MODE
   

1. Set Back Date Mode to date and time of client being approved for program.

2. CLIENTS MODULE/CLIENT SUMMARY
   

1. Clients referred by CI will already have a profile in CMIS.
2. Accept PSH Referral from “Outstanding Incoming Referrals” on the Client Summary tab.

3. CLIENT PROFILE
   

1. Review client's Universal Data Elements (UDEs) and update, if needed.

4. HOUSEHOLDS
   

1. Check that all household members being enrolled into PSH program are linked in a household. If not, add additional household members now.

5. RELEASE OF INFORMATION (ROI)
   

1. Add two Releases of Information (ROIs) for all household members under: 1) the Parent Provider and 2) the specific PSH project the client is being moved into.

6. ENTRY/EXIT – PROJECT ENTRY
   

1. Click “Add Entry/Exit”.
2. Select all household members that are being enrolled in the PSH program.
3. Add an Entry/Exit under the specific PSH project (“Provider”) that the client is being served by.
4. Review/Update the Entry Assessment, as needed.
1. All assessment questions (living situation, income, non-cash benefits, insurance, disability) should reflect the client’s situation as of their date of check-in.

7. DURATION OF PROGRAM STAY
   

1. Case Management tab – add clients’ case manager
2. Case Plans tab – upload files relating to client’s case management
3. Interims – record changes in a client’s information throughout their program stay.
1. Housing Move-In Date (HMID) – if client moves into housing unit on or after the date of application approval, create an Interim to update HMID.
2. Annual Assessment – Needs to be added annually through an interim for clients staying in program for 365 days or more.
   
4. Service Transactions - Add Service to add Case Notes and/or Moving On Assistance notes for the client's file as they occur.
   
1. If entering through the Clients Module, Enter Data As and Back Date Modes may need to be utilized.

8. PROJECT EXIT
   

1. Clients are to be exited from the project when they move out of their PSH unit.
2. Select all household members exiting the project.
3. Select the "Reason for Leaving" and "Destination" that best reflects the client’s situation.
4. Update the Exit Assessment with any information not collected at Entry or through an Interim.