SERVICE ONLY WORKFLOW

1. INTAKE
   

1. Contact or meet with client.
1. Explain provider’s Service program and process.
2. Request client information.
3. Schedule client’s intake.
2. 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 intake meeting with client.

2. CLIENTS MODULE/CLIENT SEARCH
   

1. Clients who have contacted CI or received services previously will already have a profile in CMIS. If not, create one at this time.

3. CLIENT PROFILE
   

1. Review clients’ Universal Data Elements (UDEs) and update, if needed.

4. HOUSEHOLDS
   

1. Check that all household members being enrolled into program are linked under 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 project the client is being served by.

6. ENTRY/EXIT – PROJECT ENTRY
   

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

7. DURATION OF PROGRAM STAY
   

1. Case Management tab – add client's 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.

8. PROJECT EXIT
   

1. Clients are to be exited from the Service Only project when they stop receiving assistance.
2. For Service Only projects where clients can potentially receive continuous assistance, clients will be exited after a pre-determined amount of time of no contact with the client (i.e., 90 days).
3. Select all household members exiting the project.
4. Select the "Reason for Leaving" and "Destination" that best reflects why the client is exiting the program and where they are exiting to.
5. Update the Exit Assessment with any information not collected at Entry or through an Interim.
   
1. Housing Assessment questions must be answered for Service Only projects upon exit.