TRANSITIONAL HOUSING WORKFLOW

1. REFERRAL
   

1. If applicable, receive referral from Centralized Intake (CI) through CMIS and email.
2. Client will contact agency shortly after referral is received.
1. Explain program policies and procedures.
2. Schedule client's intake and move in.
   

2. INTAKE
   

1. Complete all necessary intake paperwork.
   

CMIS DATA ENTRY

1. CLIENT MODULE/CLIENT PROFILE
   

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

2. SHELTERS MODULE
   

1. Select program as Provider 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 TH 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 client's situation as of their date of check-in.

4. 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 stay.
1. Annual Assessment – required Interim for clients staying in program for 365 days or more.

5. CHECK OUT
   

1. Use check-out button () next to Head of Household when exiting client(s).
2. Select all household members exiting the program.
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, if applicable.
   

TRANSITIONAL HOUSING FLOWCHART