[CLNT-125] Client Summary

Description

Type of Report

This is a client-based report which pulls data from many of the the client's "interactions" with Clarity Human Services.

Purpose

Provides an overview of the client's history in the system.

Running the Report

Who Can Run the Report

Anyone can run the report, but the results will be limited based on the user's access levels.

Report Location

The Client Summary report is a client-based report and must be run from the client's profile screen.

Parameters

• Report Output Format
  
  • Web page
  • PDF
  • Excel

Specifications

The above table is pulled from the current Profile screen information.

General Information

General Information is also pulled from the current Profile screen data.

The following come from the specified source

• Veteran Status: Profile screen
• Nevada Custom Fields:
  • VA verified or self-reported
    • If [Vet Self-Reported] OR [Vet Verified] are Yes, then "Self Report" label will be displayed
    • If [Vet Self-Reported] AND [Vet Verified] are No or NULL, then [Veteran Status] is checked 
    • If [Veteran Status] is not Yes, then "Not Applicable" will be displayed, else "Unknown"
  • VA Eligibility
    • If [VA Eligibility] doesn't exist on the Clarity instance, then "Not Applicable" will be displayed
• Current Monthly Income: reported from the most recent screen where income was reported
• Current Chronic Homeless Status: Calculated using the at Project Start HUD HMIS methodology for the most recent project start (CH at project start, page 10)
• Prior Chronic Homeless Status: Calculated using Chronic Homeless at Project start on any active or exited enrollments. 
• First time entered into HMIS: Date Profile was created
• First type of program enrolled in: Project Type of the initial enrollment
• Disability Information
  • Details, for each type of disability, if a current issue is reported and if the client ever had reported this type of disability
• Current Victim of Domestic Violence: [Are you currently fleeing] = Yes
• Ever identified as being a victim of Domestic Violence: [Domestic Violence Victim/Survivor] = Yes
• Currently identified as part of a household: Is the client currently associated as part of a household as defined on the Profile screen
• Household Members: Current household members as associated on the Profile screen

Location/Contact Information

This information is reported from the Contact tab/screen for the client

Housing Information

Length of Stay

Separated by Project Type, this section shows the following for each residential project stay:

• Enrollment Dates
• The number of days enrolled
• Exit Destination
• Housing Move-in Date

For Night-by-Night Emergency Shelter enrollments, the number of bed night services is also included. Additionally, the cell includes a drill down. Simply click on the cell to see details about the bed nights:

Coordinated Entry Information

Agencies that have provided services at any time

Updated 2/8/2021