St. Louis CE Practice Case - Access (Steve) [key]

If a HMIS user is needing to be trained for STL CE, they will be assigned one of two cases: Steve or Lankford. If on Smartsheet the training is listed as Lankford or "Specialized", please assign to the STL team to handle. "Specialized" means this user can either be assigned Lankford or Steve but has additional training requirements for veterans &/or front door CE provider requirements.

If Smartsheet lists "Steve" as the case, any team member can review.

This key is designed for SysAdmin on Helpdesk to quickly review St. Louis CE practice case STEVE for accuracy.  In order to view all the required items, please be sure to shadow the user with the EDA set to "St. Louis - Coordinated Entry" for the assessments. 

ENTRY

Client Record

  1. Confirm the client record table is complete (veteran)
  2. Confirm the client demographics table is complete  -see chart in Household Tab below for details
  3.  Confirm the ICA St. Louis CE - Client Profile table is complete 
    1. Level of disclosure: Share ALL eligible information
    2. Use Case Number or Name: Use my/our NAMES
    3. Agency: USER'S OWN AGENCY
    4. User Name
    5. Client Signature Date: 02/21/2020
    6. Expiration Date: 11/01/2020

Household Tab

1. Two Parent Family

Full Name Veteran SSN Date of Birth Race Ethnicity Gender Relation to HH
Steve
Luis 		YES make up a full SSN 8/12/1968 Black Non-Hispanic Male Self (head of household)
Lana Morgan NO make up a full SSN 7/3/1973 White Hispanic Female Wife
Mason Luke  NO Make up a full SSN 10/8/2003 Black Non-Hispanic Male Son

Entry/Exit Tab  

                All three family members should be checked in under HUD assessment type

(1a) Project Start (2/21/2020) 

answers for Steve
  1. Agency Completing/Updating Assessment:  USER'S OWN AGENCY
  2. Confirm the client demographics table is complete
  3. Relationship to Head of Household:   Self
  4. Disabling Condition:  No 
  5. Zipcode: 63033, Full reported
  6. Client Location (CoC): St. Louis City or St. Louis County     this will depend on their agency/project (so long as it is one of those two)
  7. Client Location (County): St. Louis City
  8. Residence Prior to entry: Place Not Meant for Habitation   
  9. Length of Stay: 90 days or more, but less than a year   
  10. Approximate date homelessness started: 11/23/2019  
  11. Number of times: Three times 
  12. Number of months: 9 
  13. Current Living Situation:  2/21/2020, 2/21/2020, Place Not Meant for Habitation, USER'S OWN AGENCY (Living Situation verified by)

  15. C.E. Interactions and Attempts - BLANK
  16. Have you ever served on active duty: Yes 
  17. Were you ever called into active duty: No 
  18. Have you ever received healthcare from a VA medical provider: No

answers for Lana

  1. Agency Completing/Updating Assessment:  USER'S OWN AGENCY
  2. Confirm the client demographics table is complete
  3. Relationship to Head of Household:   Head of Household's Spouse
  4. Disabling Condition:  No 
  5. Zipcode: 63033, Full reported
  6. Client Location (CoC): St. Louis City or St. Louis County     this will depend on their agency/project (so long as it is one of those two)
  7. Client Location (County): St. Louis City
  8. Residence Prior to entry: Place Not Meant for Habitation   
  9. Length of Stay: 90 days or more, but less than a year   
  10. Approximate date homelessness started: 11/23/2019  
  11. Number of times: One Time 
  12. Number of months: 4
  13. Current Living Situation:  2/21/2020, 2/21/2020, Place Not Meant for Habitation, USER'S OWN AGENCY (Living Situation verified by)
  14. C.E. Interactions and Attempts - BLANK
  15. Have you ever served on active duty: No 
  16. Were you ever called into active duty: No 
  17. Have you ever received healthcare from a VA medical provider: No

answers for Mason

  1. Agency Completing/Updating Assessment:  USER'S OWN AGENCY
  2. Confirm the client demographics table is complete
  3. Relationship to Head of Household:   Head of Household's Child
  4. Disabling Condition:  Yes 
  5. Zipcode: 63033, Full reported
  6. Client Location (CoC): St. Louis City or St. Louis County     this will depend on their agency/project (so long as it is one of those two)
  7. Client Location (County): St. Louis City

Household CE Details - *answers only under Steve

  1. Agency Completing/Updating Assessment:  USER'S OWN AGENCY
  2. St. Louis CE Client Status: Homeless - Place Not Meant for Habitation
  3. Reconfirm the C.E. Participation Agreement is filled out
    1. Level of disclosure: Share ALL eligible information
    2. Use Case Number or Name: Use my/our NAMES
    3. Agency: USER'S OWN AGENCY
    4. User Name
    5. Client Signature Date: 02/21/2020
    6. Expiration Date: 11/01/2020
  4. Confirm the Coordinated Entry Assessment sub-assessment
    1. Date of CE assessment: 2/21/2020
    2. Assessment Type: In Person
    3. Assessment Level: Housing Needs Assessment
    4. Prioritization Status: Placed on the Prioritization List
  5. Confirm the Contact Information table is complete
    1. 2/21/2020 - email address - steve@email.com
    2. 2/21/2020 - Mobile phone - 314-555-1234
  6. Confirm Emergency Contacts
    1. Lana, wife, mobile, 314-999-3876
  7. Confirm the Case Manager Contact Information table is complete
    1. Alyssa Jones, OTHER(SPECIFY): LifeWise STL, 314-777-7894
    2. User name,USER'S OWN AGENCY, phone number, email
  8. Confirm Housing/Service matching information section is complete
    1. St. Louis City, Yes, No, City and County
  9. *NEW ITEM AS OF AUGUST 1, 2020* - confirm risk factors information section is complete
    1. high-risk health: No, YES (asthma), No, No, No, YES (diabetes), No, No
    2. Yes-seeing a doctor, No- I have meds but not taking
    3. where did you sleep most frequently:    any answer is fine
    4. Utilization of medical services:  0 times
    5. Other Vulnerabilities:  No, No, YES (poor credit), No, No

Vi-SPDAT - *answers only under Steve

  1. Confirm that a Vi-SPDAT was completed in the family section

Eligibility Questionnaire - *answers only under Steve

  1. Agency Completing/Updating Assessment:  USER'S OWN AGENCY
  2. No, No, No, No, No, No, No, No, No

UPDATE #1

Household Tab

1. Two Parent Family:  Steve, Lana, Mason, and Moira Elizabeth *Mason may have been deleted from the household due to differences in teaching

Full Name VeteranYesor  No SSN (fullor partial) Date ofBirth Race Ethnicity Gender Relationto HH
Moira Elizabeth NO Client does not know 2/26/2020 Black White    Hispanic Female Daughter

Entry/Exit Tab 

(1c) Project Exit   (3/1/2020)  *record for Mason

1. Completed Program; Staying or Living with Family Permanent Tenure

(1a) Project Start (2/27/2020) *record for Moira 

*if dated anytime 2/27/2020 - 3/1/2020, we will accept it.

  1. Agency Completing/Updating Assessment:  AGENCY THAT THE USER WORKS FOR
  2. Confirm the client demographics table is complete
  3. Relationship to Head of Household:   Head of Household's Child 
  4. Disabling Condition:  No 
  5. Zipcode: 63033, Full reported or client doesn't know
  6. Client Location (CoC): St. Louis City or St. Louis County     this will depend on their agency/project
  7. Client Location (County): St. Louis City

(1b) Project Update   (3/1/2020) 

*For Steve and Lana - if the user include Moira, that is ok.

record for Steve
  1. Agency Completing/Updating Assessment: AGENCY THAT THE USER WORKS FOR
  2. Client Location (CoC): St. Louis City or St. Louis County  this will depend on their agency/project
  3. Client Location (County): St. Louis City
  4. Current Living Situation:  3/1/2020, 3/1/2020, Emergency Shelter, A PROJECT FOR WHICH USER HAS EDA RIGHTS (Living Situation verified by) **Changed 12/14/2020**
record for Lana
  1. Agency Completing/Updating Assessment: AGENCY THAT THE USER WORKS FOR
  2. Client Location (CoC): St. Louis City or St. Louis County  this will depend on their agency/project
  3. Client Location (County): St. Louis City
  4. Current Living Situation:  3/1/2020, 3/1/2020, Emergency Shelter, A PROJECT FOR WHICH USER HAS EDA RIGHTS (Living Situation verified by) **Changed 12/14/2020**

Household CE Details - *answers only under Steve

  1. Agency Completing/Updating Assessment: AGENCY THAT THE USER WORKS FOR
  2. St. Louis CE Client Status: Homeless - Emergency Shelter
  3. Confirm the Coordinated Entry Assessment
    1. Date of CE assessment: 3/1/2020
    2. Assessment Type: In Person
    3. Assessment Level: Housing Needs Assessment
    4. Prioritization Status: Placed on the Prioritization List
  4. Confirm the Contact Information table is complete 
    1. 2/21/2020 - MOBILE - ended 2/29/2020
    2. 3/1/2019 - MOBILE - 314-867-5309

  5. Confirm the Case Manager Contact Information table is complete
    1. Alyssa Jones, LifeWise STL, 314-777-7894 - ended 2/29/2020
    2. Michael Smith, VAMC St,Louis Hope Recovery Center, msmith@va.gov

  6. Housing/Service Matching Information:  St. Louis City, NO, no, City/County

UPDATE #2

Client Record *record for Steve only

1. CE interaction & attempts:  3/10/2020, ATTEMPT: unable to communicate with client, AGENCY THAT THE USER WORKS FOR

EXIT

Entry/Exit Tab 

All three family members should be exited
  1. Completed Program; Rental by client no housing subsidy

(1c) Project Exit (3/16/2020)

record for Steve
  1. Agency Completing/Updating Assessment: AGENCY THAT THE USER WORKS FOR 
  2. Current Living Situation: 3/16/2020, 3/16/2020, Rental by client, no housing subsidy, AGENCY THAT THE USER WORKS FOR (Living Situation verified by), and NO (is the client going to have to leave their current living situation)   
  3. St. Louis CE Client Status: Housed
  4. If Housed, Select Housing Project:   Other- Self Resolved

record for Lana

  1. Agency Completing/Updating Assessment: AGENCY THAT THE USER WORKS FOR 
  2. Current Living Situation: 3/16/2020, 3/16/2020, Rental by client, no housing subsidy, AGENCY THAT THE USER WORKS FOR (Living Situation verified by), and NO (is the client going to have to leave their current living situation)   

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