Client Model

Purpose

Bitfocus has created the Client Model to allow for analysis across the various ways clients may come in contact with the Continuum of Care system.

• Clients where only an initial intake (profile screen) was done
• Assessments like the VI-SPDAT
• Enrollments
• Services

The model is designed to give insight into:

• Non-HMIS analysis
  • For those communities that utilize Clarity Human Services for purposes other than HMIS
• Call Centers (211)
• Needs Assessment
• Diversion Programs
• Unmet Needs

Includes

The model includes the following:

• All clients, deleted and undeleted, in a Clarity Instance
• A streamlined version of the fields from the HMIS Performance Model
• All deleted data for the client including but not limited to Assessments, Clients, Enrollments, Services, etc.

Organization

• Custom Fields - This folder will contain any custom dimensions you may create for the Look
• Agency Creating Profile - Includes dimensions about the Agency which created the client Profile screen
• Bed and Unit Inventory - Similar to the Bed and Unit Inventory fields found on the HMIS Performance model
• Client Addresses - Brings information entered from the Location tab in the client's Clarity record
• Client Alerts - Fields concerning the system client alerts feature available in Clarity
• Client Assessments (and Custom) - Includes fields from standalone assessments like the VI-SPDAT. The custom folder includes any custom fields used on assessments and published to Data Analysis.
  • Presumed Chronic - This calculation evaluates if a client might be considered chronically homeless. This is not an official HUD designation.
• Client Contacts - These fields are drawn from the Contact tab of a client's Clarity record
• Client Custom - This folder will show custom fields that are created and included on the Profile screen and then published to data analysis
• Client Field Interactions - these fields are from the Location tab of Clarity (see Location Tab Overview)
• Client Interactions - these fields report on the times the client's Clarity record was "touched" (see Client Interaction and Last Interaction sections for more details) 
• Client Last Interaction - (see Client Interaction and Last Interaction sections)
• Client Notes - Includes notes that are both connected to a program enrollment and are standalone.
• Clients - Fields are from the Profile screen. Custom Profile fields are included in this section.
• Coordinated Entry Event - Includes dimensions to meet the Data Standards for 4.20
• Current Living Situation (and Custom) - includes dimensions to meet the Data Standards for 4.12, formerly known as Contacts or Outreach Contacts
• Enrolling Agency - Information about the agency associated with the Enrollment
• Enrollments - This section includes dimensions related to the enrollment:
  • Project Start & End Dates
  • Household Configuration
  • Average Days in Project
  • Latest Move-in Date
  • Days from Project Start to Move-in
• Entry Screen - See HMIS Performance Model for more details
• Followup Screen - See HMIS Performance Model 
• Goals - Fields from the Goals screen.
• Program Folders - See HMIS Performance Model
• Referral Connections Enrollment - This section includes dimensions about enrollments resulting from a Referral
• Referral History - Includes fields related to historical referral data (see referrals)
• Referrals - Fields related to a client's Coordinated Entry System (CES) Referral including status, dates and outcomes
• Referto Programs - Includes fields related to the program a client has been referred to through the CES process
• Release of Information - Information regarding the date and documentation of the client's Release of Information
• Service Folders - See HMIS Performance Model 
• Status Update - See HMIS Performance Model 
• Update/Exit - See HMIS Performance Model 

What's new?

The fields/sections described below are unique to the Client Model.

Client Interaction and Last Interaction sections

These sections explores the times (or last time) a client interacted with the Continuum of Care system. Fields are:

• Deleted (Yes/No) - Is the interaction deleted in Clarity
• Interacting Agency - Agency which recorded the interaction
• Interaction Date - Returns the date of the interaction
• Interaction Type
  • Assessment
    • Standalone assessment
    • Annual/Status/Follow-up assessment
  • Client Address Update/Addition
  • Client Contact
  • Client Note
  • Profile Update - Any update to the profile screen
  • Program - Any update to a program enrollment
    • Enrollment/Entry
    • Exit
  • Referral - Coordinated Entry system interaction
  • Release of Information - Any update or new Release of Information
  • Service
  • New Client - If client profile was created less than two hours ago, "New Client" will be displayed and the information will be updated within two hours
• Days Since Last Interaction

Last Exit Destination (Enrollments)

This field will return the latest destination recorded for a client exiting from a program. This is useful for programs with multiple enrollments for a client.

Suggested Looks

As a starting point to exploring the Client Model, below are links to articles about creating Looks using the model.

Missing Assessment/Enrollments

Archivable Clients 

 Reminder: The client model includes deleted data (enrollments, assessments, services, etc.). If needed, remember to filter out deleted items.

Updated: 10/22/2024