Acknowledge a Housing Referral

Introduction

When your Priority List Manager fulfills our request for a housing referral, add a Date Referral Acknowledged to the referral event to confirm you have seen it.

Data Entry Steps

1. Click on Enter Data As and select the Housing Prioritization Assessment [CES] provider and back date to the date the referral was accepted.
2. Open the record of the referred client. When the Back Date Mode pop-up appears, select Use Current System Date.
3. Go to the Entry/Exit tab and find the client's Housing Prioritization Assessment [CES]. Add a new interim update to that Entry/Exit.
   
   
   Screenshot: The name of the Entry/Exit program will include the words "Housing Prioritization Assessment [CES]" (A) and the Exit Date field will be empty (B). Click on the Interims icon to create a new assessment update (C).
   
4. In the client's assessment, scroll down to the Coordinated Entry Event section and find your housing program's referral. Click on its edit pencil to open a referral pop-up window.
   Screenshot: Check the Location of Housing Referral and Housing Provider Contact fields to locate your referral (A). The Date Referral Acknowledged field will be empty (B).
5. Enter the date you received the referral in the Date Referral Acknowledged field, then click on Save to close the pop-up window.
6. Back in the client's assessment, review assessor and client contact information and any other details that you need to reach out to the person that was referred to your housing program. When you are finished, you can close the assessment.

What Comes Next?

When you determine that a referral is successful - with the referred client and your agency agreeing to work together to secure housing - or that the referral is unsuccessful, record the result in HMIS.