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.

Included Looks

All of these Looks were created in the HMIS Performance Model of the data analysis tool.

Basic 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 visualization is a Multiple Value 2:

Special Populations

This is a table showing the client's status among special populations. 

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 a multiple values visualization.

Disabilities

This Look lists the disabilities the client may or may not be experiencing.

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 a simple table display.

    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
      • 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

    Client Days Homeless

    This Look displays the average length of time for the client. The LoT calculation is pulled from 3.917 Approximate Date Homelessness started from latest enrollment in a homeless response project type (based on SPM Measure 1b project types - 1, 2, 3, 8, 9, 10, & 13). Housing move-in date and exits to permanent housing are counted as a homeless 'end date', otherwise the end date is now().

    Fields

    • Custom Fields - Table Calculations
      • Days Homeless (Client) 
        • Expression:

    diff_days(${entry_screen.chronic_7_date},${lot_end_date})

      • LoT: End Date - Hidden

    coalesce(${non_ph_destinations},${entry_screen.move_in_date},now())

      • Non-PH Destination - Hidden

    if(${last_screen.exit_destination_category}!="Permanent Housing Situations",now(),${enrollments.end_date})

    • Dimensions
      • Clients - Unique Identifier - Hidden
      • Enrollments - Project Exit Date - Hidden
      • Entry Screen - Housing Move-in Date - Hidden
      • Entry Screen - Approximate Date Homelessness Started Date - Hidden
      • Update/Exit Screen - Destination Category - Hidden 

    Filters

    • Reporting Period Filter, Enrollments
      • Default: is anytime
    • Unique Identifier
      • Set with the Dashboard Filter
    • Enrollments - Is Last Enrollment per Client (Filter Dependent): is Yes
    • Entry Screen - Approximate Date Homelessness Started Date: is not null
    • Programs - Project Type Code: is not equal to Coordinated entry, Homelessness Prevention, Other, HPRP, Services Only, Day Shelter

    Visualizations

    This is a Single Value display.

    CoC Average Days 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

    • Custom Measure - Average Length of Time Homeless
      • Field to Measure: Homelessness Occurrences -  Length of Time Homeless
      • Measure Type: Average

    Filters

    • Reporting Period Filter, Enrollments
      • Default: is anytime

    Visualizations

    This is a Single Value display.

    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 is a simple table display.

    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: 06/21/2022