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Docs Category: Frequent Questions

  • Are SNAP benefits considered “income” for HMIS assessment?
  • Do exit destinations for family members have to match?
  • Does Parkland health coverage count as health insurance in an HMIS assessment?
  • If an enrollment is deleted, are the services tied to that enrollment also deleted?
  • When should I re-enroll a client versus creating a new enrollment?

Coordinated Access System (CAS)

34
  • Edit CAS Project Entry Workflow
  • View Active CAS Cases
  • Exporting the CAS Queue
  • Viewing CAS Referrals
  • Area Ties for CAS
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  • CAS Queue Status Guide
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    • CAS Queue Status Guide
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  • CAS Process
    • CAS Prioritization Memo
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    • Unit Inventory Management Memo
    • EHV-Policy
  • Documentation of Homelessness and Disability Forms
    • Toolkit: Documentation for Chronically Homeless Individuals
    • Verification of Disability Form
    • Homeless Verification – Fillable Form
  • Green River CAS
    • Green River EHV Navigation Route Workflow
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    • Forgot Password (Green River)
    • Green River – Parking a Client
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    • Green River – Stalled Matches
  • Transfers
    • Transfer Request Form
    • Transfer Policy

CoC General Resources

2
  • Eviction Prevention Plan Template
  • Landlord Engagement Guide
betterdocs-category-icon

CoC Policies and Procedures

4
  • TX-600 Continuum of Care (CoC) Policies and Procedures
  • Best Practices Guide
  • Continuum of Care (CoC) Membership Form
  • PSH Design Standards

HMIS

109
  • ClientTrack Look and Feel Updates 2022
  • HMIS Data Standards Updates 2022 Summary
  • HMIS Help Desk – Creating Tickets
  • Approved Intake Forms
    • SSVF Intake Form – Child
    • SSVF Intake Form – HoH
    • RHY Intake Form – SO HoH
    • RHY Intake Form – HoH
    • PATH Intake Form – HoH
    • HUD-VASH Intake Form – Child
    • HUD-VASH Intake Form – HoH
    • HOPWA Intake Form – Child
    • HOPWA Intake Form – HoH
    • ESG Intake Form – Child
    • ESG Intake Form – HoH
  • ClientTrack Cheat Sheets
    • ClientTrack Features
      • Edit CAS Project Entry Workflow
      • View Active CAS Cases
      • Interested Others
      • Removing a Service
      • Creating an Enrollment with Select Individuals Within the Family
      • Edit Client Information
      • Entering a Service Using Batch Processing
      • Change Head of Household
      • Edit Exit Assessments
      • Edit Update/Annual Assessments
      • Housing Status Tracking
      • Add a Family Member
      • Case Manager Assignments
      • Uploading Client Photos
      • Bar List
      • Forgot Password
      • Printing Forms
      • Client Files
      • Services
      • Re-enter the Enrollment
      • Quick Services for Multiple Clients
      • Paused Workflows
      • Edit Entry Workflow
    • Emergency Shelter/Street Outreach
      • Unit Check-out
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      • Date of Engagement
      • Current Living Situation
    • Housing Facilities
      • CAS Incoming Referrals
      • Unit Check-in
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      • Check In Roster Report
    • Basics (New Users)
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    • Reports
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      • HMIS Data Entry Timing Report
      • SSVF Export 2024
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      • CSV Export 2024
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      • Saving a Canned Report
      • Active Client List Report (By Name List)
      • Clients in Programs Report
      • APR Reference Guide
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      • APR & CAPER
      • User Login Report
      • Data Quality Reports
      • Check In Roster Report
  • Compliance Documents
    • Submit a Service Request
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    • Dallas & Collin County Data Quality Management Plan
    • Memorandum of Understanding
    • HMIS Privacy Notice – Spanish
    • HMIS Privacy Notice – English
    • Housing Forward Privacy Policy
    • Data Quality Officer Agreement
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    • HMIS User Agreement
    • HMIS Setup Forms
      • User Request Form
      • HMIS Service Request Form
      • Agency Project Profile
  • Data Elements
    • Social Security Number
    • Project Exit Date
    • Prior Living Situation
    • C1 Well-being
    • Housing Move-in Date
    • Date of Engagement
    • Current Living Situation
    • HMIS Data Standards
  • Data Quality
    • Data Quality Officers Workgroup
    • Data Quality Reports
    • HMIS Data Standards
    • Dallas & Collin County Data Quality Management Plan
  • Frequent Questions
    • When should I re-enroll a client versus creating a new enrollment?
    • Are SNAP benefits considered “income” for HMIS assessment?
    • Does Parkland health coverage count as health insurance in an HMIS assessment?
    • If an enrollment is deleted, are the services tied to that enrollment also deleted?
    • Do exit destinations for family members have to match?
  • HMIS Office Hours Recordings
    • CAS/HMIS Known Issues and Fixes 6/23/21
    • Resolving Data Quality Issues 4/29/21
  • Program Guides
    • HOPWA Programs – ClientTrack HMIS Data Entry Guide
    • ESG Programs – ClientTrack HMIS Data Entry Guide
    • PATH Programs – ClientTrack HMIS Data Entry Guide
    • VA Programs – ClientTrack HMIS Data Entry Guide

HUD and Other Resources

6
  • Toolkit: CoC Match
  • Rent Reasonableness, FMR, and HQS
  • Eligible Costs 2021
  • Conflicts of Interest (CoC)
  • FY 2021 Start Up – Sage APR Revisions
  • Homeless Documentation

PIT Count

3
  • PIT Report Archive
  • 2022 PIT Count & HIC
  • 2021 Youth PIT Count

Program Performance

5
  • Financial & Grant Management
    • Toolkit: CoC Match
    • ESG & CoC Cost Eligibility for Rapid Re-housing
    • ESG-CV Expense Tool
  • Webinars & Training
    • Foundations of Harm Reduction
    • Case Management in PSH

Privacy Security and Ethics

5
  • Client Consent Job Aid
  • HMIS Privacy Notice – Spanish
  • HMIS Privacy Notice – English
  • Housing Forward Privacy Policy
  • Managing PPI
  • 3000 Pegasus Park Dr. STE. 1020
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