Update/Annual Assessments

Updated on September 30, 2022


1. Log in to ClientTrack and navigate to your Clients Workspace. Find your client in the system.

2. Click the action arrow and select “Update/Annual Assessment” on the enrollment you wish to add an Update Assessment to.

NOTE: If your client has already been exited, you will choose the “Missed Update/Annual Assessment” option instead.

3. The HUD Program Enrollment screen allows you to verify enrollment information. Typically you will click No Changes here however, there are some options to record data here depending on your program type. You may see:

  • Date of Engagement – street outreach and some emergency shelter programs
  • Housing Move-in Date – some housing programs

4. Next, select whether you are recording an Update (During Program Enrollment) Assessment, or an Annual Assessment.

NOTE: Annual assessments may only be completed within a 60-day window – within 30 days prior to and 30 days after the anniversary of the project start date.

NOTE: If an update or annual assessment has already been recorded, first you will see the option to create a new assessment or “edit existing”. If you need to create a new assessment, choosing that option will then prompt you to choose Update or Annual.

5. Complete the assessment with all the client’s updated information. Use the default button on each page first, when available, to have the system pre-populate the most recently recorded information for the client. Then you can edit the information based on what is accurate and true for the client on the day of assessment. If there are no changes to a certain data element, use the default button and save to continue.

6. Complete the workflow for any family members. Choose the same option here that you chose for your head of household.

7. Always work to the end of the workflow and click Finish to close the workflow.

Update/Annual Assessments

Updated on September 30, 2022
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