To add an assessment, first navigate to the profile of the client you wish to add an assessment for and click on Programs.

Choose an active program enrollment from the client's program history to enter its program-level navigation.

From the program-level navigation toolbar, select the Assessments tab.

To add a new assessment, click on the + icon in the top right of the program enrollment assessments history.

An overlay to add a program assessment will open and walk you through the steps. The first step is to select the appropriate assessment from the list of those available. The available assessments will vary depending on the specific program enrollment, but there are two assessments that are considered "universal" that are available for every program enrollment. Those being the Annual Assessment, and the Status Update Assessment. For this example, we will choose the Status Update Assessment. Click on the desired assessment and click on the blue Next button at the bottom of the overlay window.

The second step of the overlay is to toggle on any household members that are being included in the assessment. Normally in a Status Update Assessment, all members of the global household should be included, but for this example we will only do the individual client. Click next below the additional group members box.

The third step is to fill in the required information for the chosen assessment. For a Status Update Assessment, any information about the client's previous status should automatically cascade into the appropriate boxes. Scroll down through the assessment, correcting and adding information as needed.

Once all of the necessary changes and additions have been made, click on the Save & Next button at the bottom of the overlay. If any household members were toggled on in the previous step, step 3 will repeat with the next household member, and will continue to repeat until all chosen members have had an assessment filled out for them specifically.

The final window in the overlay is simply a confirmation screen letting you know the assessment was successfully added. Click the Complete button to close the overlay.

The assessment is now complete and can be seen in the program-level navigation assessment history.

For more information, click the link to see the Bitfocus article "Completing an Assessment in the Client Record."

Contact Us

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 9:00a.m. - 3:00p.m. Monday-Friday (excluding holidays). 

When contacting HMIS Support about a particular client, please do not send protected personal information (PPI) such as full name, social security number, or any other information used to determine a person's identity through email. Instead, please send the Clarity Unique Identifier found on the client's Clarity Profile page. You can use the messaging system in Clarity if you need to send personally-identifying information.