This report pulls contact information for unsheltered clients; unsheltered clients are determined based upon the most recently recorded CLS. It is encouraged this report be run by individual street outreach, access point SSO, and other Coordinated Entry projects routinely in an attempt to remain current regarding housing, needs, and current living situations of unsheltered clients.
For CE Leads, there are two potential purposes and uses for this report. First, this report can be run just for the clients within the CE project if those are the unsheltered clients for which the CE Lead will be following up with 1:1, while the other project types in the region are running this report to follow up with clients enrolled in their projects. The alternative option is this report can be run for the clients across the CE for the region if the CE Lead will be following up 1:1 with those clients identified as unsheltered at the time the report is run.
NOTE: This report is available only to those HMIS users with an additional Advanced Reporting Tool license
Running the Report
Report Path
Folders
<Public Folders
<hmisncceh_live_folder
<HMIS@NCCEH Gallery
<B005 - Unsheltered Contact Information
Recommended Export Format
Schedule to Microsoft Excel - Reports
Setting Prompts
- EDA Provider: leave as -Default Provider- if pulling by Reporting Group or multiple providers, otherwise select the provider that matches the Provider prompt below (note: if pulling as CE lead, set this prompt as the CE project!)
- Report Start Date: Enter the first day of the reporting period
- Report End Date PLUS 1 day: Enter the last day of the reporting period plus one additional day
Note: it is recommended that this report has a reporting period of 90days or less!
- Enter value(s) for Provider: Leave blank if going to use the Reporting Group prompt below or Select 1 or more providers to pull information from
- Enter value(s) for Reporting Group: Leave blank if the Provider prompt above is set or Select appropriate reporting group (note: if pullling as CE Lead, set this prompt as the most recent PIT reporting group for the region!)
- Enter effective date: Same date as the Report End Date prompt
Using the Report
This report has 2 tabs
WARNING! This report contains Personally Identifying Information (PII).
Alpha Contacts
This tab shows contact details (phone, email, etc) of clients whose last recorded Current Living Situation was listed as "Place Not Meant for Habitation". This tab includes client names, HMIS ID, date the contact details were added to the system, phone number, email, social media contact, other methods of contact, contact exit dates, and the provider which created the client contact details in HMIS.
Things to know:
- Any clients without Client Contact details (which is located on the Client Profile) will be excluded from the report.
- If the "Enter value(s) for Provider" prompt is completed, only clients with a Current Living Situation created by that specific provider will be included & only when the most recently record by that specific provider was also listed as Place Not Meant for Habitation
- If the "Reporting Group" prompt is completed, clients with a Current Living Situation created by any provider for which the user has visibility will be included when the most recently recorded CLS was listed as Place Not Meant for Habitation
- Setting a reporting period longer than 90days is more likely to pull in additional clients for which the details &/or CLS are outdated. Since clients should be updated prior to 90days &/or exited after 90days of no contact, it is strongly encouraged to run this report monthly with a 90 day reporting period only.
Additional Details
This tab shows details related to the prompts used to pull the report. Review this section to confirm the report was pulled correctly.
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