Dashboard Library

Client Status

The Client Status dashboard is intended to give case managers and matchmakers a snapshot of the client's current status and a summary of their experience of homelessness. It is run for one client at a time.

ClientStatusv2

Included Looks

All Looks were created in the HMIS Performance Model.

Client Information

This Look provides the Name, IDs, etc for the selected client. The Personal ID includes a link back to the client's Clarity Human Services profile screen.

Fields

  • Client Full Name, Clients
  • Unique Identifier, Clients
  • Personal ID, Clients
  • Head of Household (Yes/No), Entry Screen
  • Current Age, Clients
  • Gender, Clients

Filters

The filters used for this Look are:

  • Reporting Period Filter, Enrollments
    • Default: is any time
  • Enrollments, Is Last Enrollment per Client (Filter Dependent): is Yes 

Visualization

This Look uses the Multiple Values visualization.

Special Populations

This Look highlights if a client falls in one of the following special populations: Veterans, Chronically Homeless,  Disabling Condition, Domestic Violence Survivor, Unaccompanied TAY, or Unaccompanied Youth. 

Fields

  • Unique Identifier, Clients - Hidden 
  • Veteran Status, Clients
  • Chronically Homeless at PIT/Current Date - Individual (Yes/No), Entry Screen
  • Disabling Condition, Entry Screen
  • Domestic Violence, Entry Screen
  • Custom Fields
    • Unaccompanied TAY age 18-24 years
      • Expression: 

if((${household_makeup.oldest}<25 AND ${household_makeup.oldest} >=18),"Yes","No")

    •  Unaccompanied Youth under age 18 
      • Expression: 

if((${household_makeup.household_type}="households with only children" OR ${household_makeup.household_type}= "single child"), "Yes","No")

Filters

The filters used for this Look are:

  • Reporting Period Filter, Enrollments
    • Default: is any time
  • Is Last Enrollment per Client (Filter Dependent)
    • Default: Yes

Visualization

This Look uses the Multiple Values visualization.

Disabilities

This Look includes a clients Disabling Condition Information. 

Fields

  • Unique Identifier, Clients - Hidden 
  • Chronic Health, Update/Exit Screen
  • Developmental, Update/Exit Screen
  • HIV/AIDS, Update/Exit Screen
  • Mental Health, Update/Exit Screen
  • Physical, Update/Exit Screen
  • Substance Use Disorder, Update/Exit Screen

Filters

The filters used for this Look are:

  • Reporting Period Filter, Enrollments
    • Default: is any time
  • Is Last Enrollment per Client (Filter Dependent)
    • Default: Yes

Latest Monthly Income

This Look displays their total income amount as of the most recent enrollment.

Fields

  • Unique Identifier, Clients - Hidden
  • Income Source, Update/Exit Screen
  • Income Amount, Update/Exit Screen

Filters

The filters used for this Look are:

  • Reporting Period Filter, Enrollments
    • Default: is any time
  • Is Last Enrollment per Client (Filter Dependent)
    • Default: Yes

Visualization

This Look is displayed as a table. 

    Household Information

    This Look provides a summary of the latest household configuration, from the latest project enrollment.

    Fields

    • Unique Identifier, Clients - Hidden
    • Household Type, Enrollments
    • Count Adults, Enrollments
    • Count Children, Enrollments
    • Age of Oldest HH Member, Enrollments
    • Age of Youngest HH Member, Enrollments
    • Enrollment Household - Head of Household (Yes/No), Entry Screen 

    Filters

    The filters used for this Look are:

    • Reporting Period Filter, Enrollments
      • Default: is any time
    • Is Last Enrollment per Client (Filter Dependent)
      • Default: Yes

    Visualization

    This Look is displayed as a table. 

    Housing/Homeless Project Stays

    This is a timeline of the client's enrollment in programs that indicate homelessness and housing during the past three years. It can be used as a starting point for documenting homelessness. This Look is, however, only a summary. A better record of homelessness can be found on the [HUDX-233] Client-Level System Use & Length of Time Homeless Report.

    Fields

    • Project Type Code, Programs
    • Project Start Date, Enrollments
    • Project Exit Date, Enrollments
    • Housing Move-in Date, Entry Screen
    • Table Calculation: Housed or Homeless
      • if((${programs.project_type_code}="PH — Housing with Services (no disability required)" AND NOT is_null(${entry_screen.move_in_date}))
        OR (${programs.project_type_code}="PH — Permanent Supportive Housing (disability required)" AND NOT is_null(${entry_screen.move_in_date}))
        OR (${programs.project_type_code}="PH — Rapid Re-Housing" AND NOT is_null(${entry_screen.move_in_date}))
        OR (${programs.project_type_code}="PH — Housing Only" AND NOT is_null(${entry_screen.move_in_date}))
        OR (${programs.project_type_code}="Transitional Housing"), 1,0)

    Filters

    The filters used for this Look are:

    • Reporting Period Filter, Enrollments
      • Default: is any time
    • Project Type Code, Programs:
      • Emergency Shelter — Entry Exits
      • Emergency Shelter — Night-by-Night
      • Safe Haven
      • Street Outreach
      • Transitional Housing
      • All Permanent Housing project types

    Visualization

    This is a Timeline visualization.

    The settings were as follows:

    • Group Bars by Label, On
    • Show Legend, Off

    Length of Time Homeless

    This Look displays average days homeless on the CoC level to compare to the client-level days homeless Look.  Due to the complexity of this calculation, it can take up to 10 minutes to load this data depending on the size of the community. 

    Fields

    • Measure - Length of Time Homeless

    Filters

    • Reporting Period Filter, Client Unique Identifier

    Visualizations

    This Look is displayed as a table. 

    Active (Open) Enrollments

    This table displays all open project enrollments from all project types.

    Fields

    • Enrollment ID, Enrollments
      • Includes a link back to the Clarity enrollment screen
    • Full Name, Programs
    • Project Type Code, Programs
    • Project Start Date, Enrollments
    • Household Move-in Date, Enrollments

    Filters

    • Reporting Period Filter, Enrollments
      • Default: is any time
    • Active in Project, Enrollments

    Visualization

    This Look is displayed as a table. 

    Dashboard Filters

    The following filters are available for dynamic filtering.

    • Unique Identifier - This filter applies to all Looks except CoC Average Days Homeless
      • Only one unique identifier may be used at a time
    • CoC - This filter applies to all Looks and filters on Agency CoC 

    Updated: 11/22/2023