How to Record Annual Assessments
When a client has been enrolled for a year, they will need an annual assessment. This is an important data collection requirement for most federal, state and city-funded projects.
To record an annual, simply find the Enrollment, then click UPDATE / ANNUAL ASSESSMENT.
You must choose ANNUAL as your type of assessment.
The ASSESSMENT DATE should be their enrollment anniversary.
For example, John Doe enrolled on 1/1/2023. For 2024, his annual assessment should be on 1/1/2024, or - at minimum - within 30 days of that date. If John Doe has a family, every case member must be assessed on the head of household's enrollment anniversary as well.
To find clients missing their annual assessment, navigate to the HOME screen >> Active Enrollments >> HMIS Annual Assessment Tool. Check the box to view overdue assessments for your organization and your project, then search.