Video Tutorial

Introduction

Client ties to a particular area are required to be recorded for EHV referrals. Thanks to an HMIS update on 8/20/21 Area Ties can now be recorded inside the CAS workflow as a part of the CAS Diversion & Intake assessment

Area Ties can also be recorded or viewed outside of the CAS Intake workflow, from the Client Dashboard.

Inside the CAS Intake

1. Complete the steps to begin the CAS & Diversion Intake Assessment.

2. On the Area Ties page of the worklow, go to step 4 below.

From the Client Dashboard

1. Log in to ClientTrack and navigate to your Client Workspace.

2. Search for your client in the system and select the client to go to their Dashboard.

3. In the menu on the left, click Other Assessments, then select Area Ties. This page allows you to view Area Ties. To add a new Area Tie, click the Add New button in the top right corner.

4. Record the date associated with the client’s ties to the area being added

5. Under Area Ties, record a tie using the list of drop-down options.

6. Under How, select the closet match for how the client is tied to the selected area.

7. Continue adding as many Area Ties as needed. Click Save & Close.