STJ CES Access Point - Carrie Part 1 Entry (Homeless family w/ referrals)

Greetings,

STJ CoC Coordinated Entry Access Points can assess clients who are at risk of homelessness for Prevention/Diversion resources, and clients who are literally homeless and need to be considered for placement on the PL by the List Holder. This training module will cover how to enter data for a household that is literally homeless, so the enrollment and referral process for placement on the Prioritization List can be reviewed. 

All applicable steps of this practice case must be completed satisfactorily by [DATE] at 5 pm or your training will be closed, and a designated authorized representative of your agency will need to re-submit the required forms for you to be trained, at which point you will be required to start over from the beginning.

Before entering your practice case, you will need to set up some Counts Reports on the Home Page Dashboard to become familiar with that process. Counts Reports will help you keep track of clients enrolled in your STJ CES provider, and referrals made to the List Holder for PL placement review.

  • Counts Reports: STJ CES Access Points - Counts Reports Guide.

    To ensure you know how to manage clients and referrals in Community Services for the STJ CES, please use this guide to set up the four Counts Reports identified on Home Page Dashboard. Be sure to save your changes when you are done.

Now you are ready to enter data for your practice household into the training site. To assist you in doing so, we've developed the following training materials and guides:

  • Training: One on One with STJ System Administrator.

    This training covers the workflow for homeless households, which includes Project Entry and recording a referral (part 1), Interim update and Case Conferencing Housing Plan (part 2), and Project Exit (part 3).

  • Workflow: STJ CES Access Point Project Entry Guide

    This workflow guides you through the steps of recording client information and referrals. We strongly encourage you to utilize this document while entering your practice case, and that you keep it handy while entering real clients into the live site.

  • Practice Case: STJ CES Access Point - Carrie Part 1 Entry (Homeless family w/ referrals)    

    This form should be treated as if it were an intake form. Utilize this information to create a client record, build a household, record an HMIS ROI, complete the enrollment process (Crisis Needs and Housing Needs Entry Assessments), and record the Housing Related CE referral.

Here are some specific details you'll need to complete the practice case:

Please enter "Carrie" into the following project:   STJ CoC CES Access Point

Once you've finished entering Carrie and her household into the training site, please reply to this message and provide the client ID for the Head of Household in your practice case so we can check it. 

If at any time you have questions or aren't sure how to proceed, please contact us by replying to this message. 

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