EMERGENCY SHELTER WORKFLOW

1. REFERRAL
   

1. Receive referral from Centralized Intake (CI) through CMIS and email.
2. Client will contact shelter shortly after referral is received.
1. Explain shelter policies and procedures.
2. Schedule client's intake and move in.

2. INTAKE
   

1. Complete all necessary intake paperwork.
   

CMIS DATA ENTRY

1. CLIENTS MODULE/CLIENT PROFILE
   

1. Clients referred by CI will already have a profile in CMIS.
2. Review/Update client’s Universal Data Elements (UDEs) if needed.

2. SHELTERS MODULE
   

1. Select shelter’s Provider project and click “View All” on the Shelters Module Dashboard.
2. Un-hold bed(s) client(s) will move into.
3. Begin Check-In process
1. With CI Referral – Under the Outstanding Referrals section, use the check-in button next to Head of Household ().
2. Without CI Referral – Click the check-in button () next to bed assigned to Head of Household.

3. CHECK IN
   

1. Date In should accurately reflect date and time when the client moved in.
2. Assign Unit.
3. (for families) Select all household members also moving in and Assign Unit.
4. Add two Releases of Information (ROIs) for all household members under: 1) the Parent Provider and 2) the specific ES project the client is being checked into.
5. Review/Update the Entry Assessment, as needed.
1. All assessment questions (living situation, income, non-cash benefits, insurance, disability) should reflect the clients’ situation as of their date of check-in.

4. DURATION OF SHELTER 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 shelter stay.

5. CHECK OUT
   

1. Use check-out button () next to Head of Household when exiting client(s).
2. Select all household members exiting the shelter together.
3. Select the “Reason for Leaving” and “Destination” that best reflects the client’s situation.
4. Update Exit Assessment, as needed.
5. Hold the now-Empty bed(s) until they are available for new Referral from CI.