Video Tutorial #

Process for Enrolling in CAS #

1. Confirm your ClientTrack settings

• Workgroup: HMIS: HMIS Programs
• Organization: Dallas and Collin Counties CAS

2. Complete the CAS Diversion & Intake

• Where: Clients Workspace

3. Change your ClientTrack organization setting

• Workspace: Clients Workspace
• Workgroup: HMIS: HMIS Programs
• Organization: [your agency]

4. Enroll the client in your program

• Where: Clients Workspace

Process Job Aid: 

CE Intake Checklist  (click to download)

Step-by-step Cheat Sheet with Visuals #

Thanks for your patience while we work on getting this content into the webpage. Until then, you can download this cheat sheet below to view it on your device. 

Update 8/26/21: This document was updated to include changes to the VI-SPDAT functionality and the addition of Area Ties inside the CAS Intake workflow.

Download document: