Annual Assessment
Purpose
The Annual Update Assessment must be completed within Clarity HMIS no more than 30 days before or after the anniversary of the head of household's Project Start Date. Please note that this is actual days - not a calendar month in which days could vary.
Even if there have been no changes in status or information (disability type/status, income, benefits, or health insurance ) from the Project Enrollment or last Status Update Assessment - a new Annual Assessment is required on the anniversary of an individual's or household's Program Start Date.
Process
From an active client enrollment, go to "Assessments" in the program level navigation. Select "START" next to "Annual Assessment."
Update any of the information that has changed since either the Program Enrollment or the last Status Update Assessment.
- Disabling Conditions and Barriers
- Health and Wellness / Health Insurance
- Employment
- Monthly Income and Sources
- Non-Cash Benefits
Add any additional comments to the text box:
Select "SAVE & CLOSE" (or "SAVE & NEXT" if completing the Status Update Assessment for additional household members.
There are some instances where information on the Enrollment screen should be updated/edited:
- Error Corrections: for information that was incorrect or omitted at the time of enrollment
- Housing Move-In Date: This information must be entered/updated on the enrollment screen
More information regarding Annual Assessments can be found in the 2022 HMIS Data Standards Manuals, found here: FY 2022 HMIS Data Standards Manual - Version 1.3 (hudexchange.info) or in the Bitfocus HelpDesk article: How Do I Conduct a Program Status/Annual Assessment? (bitfocus.com)
Contact Information
If you need help, or wish to offer suggestions or feedback, please contact the Cincinnati/Hamilton County HMIS Support Team at HMISsupport@end-homelessness.org or by calling 513-263-2790 9:00 am - 3:00 pm Monday through Friday excluding holidays.
When contacting HMIS Support, please do not include any Personal Identifiable Information such as social security numbers, birth dates, etc. Acceptable information is the Clarity Unique Identifier found on the Clarity client's profile page.