JOINT TRANSITIONAL HOUSING/RAPID RE-HOUSING WORKFLOW

1. REFERRAL
   

1. Receive referral from Centralized Intake (CI) through CMIS and email.
2. Contact client.
1. Explain program policies and procedures.
2. Schedule client's intake and move-in.

2. INTAKE
   

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

CMIS DATA ENTRY

1. CLIENTS MODULE/CLIENT SUMMARY
   

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

2. CLIENT PROFILE
   

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

3. HOUSEHOLDS
   

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

4. SHELTERS MODULE
   

1. Select program as Provider and click “View All” on the Shelters Module Dashboard.
2. Un-hold bed(s) clients will move into.
3. Begin Check-In process – Use the check-in button next to Head of Household in the Outstanding Referrals section ().

5. CHECK IN – TH PROJECT ENTRY
   

1. “Date In” should reflect date and time of client move-in.
2. Assign Unit.
3. (for families) Select all household members also moving in and Assign Unit.
4. Add three Releases of Information (ROIs) for all household members under: 1) the Parent Provider, 2) the specific TH project the client is being checked into, and 3) the specific RRH project the client is being served by.
1. 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.

6. ENTRY/EXIT – RRH PROJECT ENTRY
   

1. Click “Add Entry/Exit”.
2. Select all household members that are being enrolled.
3. Add an Entry/Exit under the specific RRH project (“Provider”) that the client is being served by.
   
1. All assessment questions from the TH check-in will transfer to the RRH entry, as long as all ROIs were entered.

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 stay.
1. Housing Move-In Date (HMID) – Through an interim, add HMID for all household members once they move into permanent housing.
1. For a Joint TH/RRH program, the HMID will be when the client exits the TH program (skip to 8c).
2. Annual Assessment – Needs to be added annually through an interim for clients enrolled in program for 365 days or more.
4. Clients can be enrolled under multiple RRH Providers if they are receiving funding from them.
1. If one RRH program is CoC-funded, the Entry and Exit Dates will have to encompass the entire time range that the client was served.
2. If the later RRH enrollment is not CoC-funded, a second HMID will have to be entered to match the date of the new enrollment's Start Date.

8. PROJECT EXIT
   

1. Clients are to be exited from the RRH project when they stop receiving RRH assistance.
2. If the client exits the program without being housed, the TH Exit Date will match the RRH Exit Date.
3. TH – SHELTERS MODULE CHECK OUT
   
1. Use check-out button next to Head of Household () when exiting client(s) from TH program.
   
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.
   
5. Hold the now-Empty bed(s) until they are available for new Referral from CI.
   
4. RRH – CLIENTS MODULE EXIT
   
1. Select all household members exiting the project.
   
2. Select the "Reason for Leaving" and "Destination" that best reflects why the client is exiting the program and where they are exiting to.
   
3. All Exit Assessment information will be transferred from TH Exit Assessment. Provide any additional updates that may be applicable to client upon exit.