EMERGENCY SHELTER WORKFLOW

1. 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 when the client checked into the shelter program.
2. CoC guidelines must be adhered to, where data for shelter stays must be entered within three (3) days of client completing intake.

2. CLIENTS MODULE - SEARCH
   

1. Clients who have contacted CI or received services in the past will have a profile in CMIS. Some clients will need to have a profile created.

3. CLIENT PROFILE
   

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

4. HOUSEHOLDS
   

1. Confirm that all household members being checked into shelter program are linked in a household. If not, add additional household members.
   
1. Newly added household members will need to have their UDEs entered; Name, Social Security Number, and Veteran Status can be added in this tab.

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 ES project the client is being checked into.

6. ENTRY/EXIT – PROJECT ENTRY
   

1. Click “Add Entry/Exit”.
2. Select all household members that are being checked into shelter.
3. Add an Entry/Exit under the specific shelter that the client is staying at.
4. Review/update all questions on Entry Assessment, to accurately reflect client's situation as of their date of intake.

7. 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.

8. PROJECT EXIT
   

1. Clients are to be exited from the project when they check out or do not stay at the shelter for a night.
2. Select all household members exiting the project together.
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.