This article is meant for regions of the NC Balance of State CoC who are assessing clients for Coordinated Entry prioritization.
Introduction
Responses to the assessment can be recorded on paper form, fillable PDF, or live directly in HMIS. Assessment results will populate to the By-Name list. Victim Service Providers will receive a separate link to report client assessment information.
Basic Steps
1. Use EDA and Backdate modes
2. Open the Project Start or Interim Update (as applicable)
3. Select the "HART Assessment (NC BoS CoC CE)" from the Select an Assessment area
4. Complete the responses according to client answers
5. Click "Save"
6. Remember to complete the CE Assessment question too!
Detailed Steps
1. Use EDA and Backdate modes and record the data for the appropriate Front Door or Coordinated Entry HMIS project and for the date conducted
2. Search for client and navigate to the Entry/Exit tab
3. Open the Project Start of Interim Update (as applicable)
4. Select the "HART Assessment (NC BoS CoC CE) from the Select an Assessment section
5. Complete the responses according to client answers
5. Respond to the "Coordinated Entry Assessment" section
Note: HART assessments are Housing Needs Assessments
6. Click "Save" or "Save and Exit" if the assessment is complete
ARE YOU LOOKING FOR MORE RESOURCES? BELOW ARE SOME SUGGESTED RELATED ARTICLES!
By-Name List Report Guide- Balance of State
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