[CLNT-125] Client Summary

Report Purpose & Summary

This is a client-based report which pulls data from many of the client level "interactions" with Clarity Human Services. The Client Summary report provides an overview of the client's history in the system.

Running the Report

Who Can Run the Report

Anyone can run the report, but the results will be limited based on the user's access levels.

Report Location

The Client Summary report is a client-based report and must be run from the client's profile screen.

client reports

Click the Client Reports icon to open the CLIENT REPORTS page, then select [CLNT-125] Client Summary.

Parameters

Select the Report Output Format (Web Page, PDF, or Excel).

Specifications

The Client Summary table is pulled from the current profile screen data.

General Information is also pulled from the current Profile screen data.

The following fields come from the specified sources below:

Veteran Status: Profile screen
Current Monthly Income: reported from the most recent screen where income was reported
- Note: A data quality check has been built into this logic. If "Income from Any Source" = Yes and "Total Monthly Income for Individual" = Null OR if "Income from Any Source" = No and "Total Monthly Income for Individual">$0, "Current Monthly Income" will show $0.
Current Chronic Homeless Status: Calculated using the at Project Start HUD HMIS methodology for the most recent project start (CH at project start, page 10)
Prior Chronic Homeless Status: Calculated using Chronic Homeless at Project start on any active or exited enrollments.
First time entered into HMIS: Date Profile was created
First type of program enrolled in: Project Type of the initial enrollment
Disability Information:
- Details, for each type of disability, if a current issue is reported and if the client ever had reported this type of disability
- “current“ universe of client’s project stays:
  - If [enroll date] <= [current date]
  - and ( [exit date] >= [current date] or [exit date] is null )
  - and [project stay] is shared for the current staff
- “ever identified” universe of client’s project stays:
  - [enroll date] <= [current date]
  - and [project stay] is shared for the current staff
- For more detailed logic, click here.
Currently identified as part of a household: Is the client currently associated as part of a household as defined on the Profile screen
Household Members: Current household members as associated on the Profile screen

Location/Contact Information

This information is reported from the Contact tab/screen for the client.

Housing Information

Length of Stay

Separated by Project Type, this section shows the following for each residential project stay:

Enrollment Dates
The number of days enrolled
Exit Destination
Housing Move-in Date

For Emergency Shelter - Night-by-Night enrollments, the number of bed night services is also included. Additionally, the cell includes a drill down. Simply click on the cell to see details about the bed nights:

105 b

Coordinated Entry Information

Agencies that have provided services at any time

Detailed Logic Table (Disability & Domestic Violence)

	Current NOTE: [program screens] from “current“ universe where [data collection date] <= [current date]	Ever Identified NOTE: [program screens] from “ever identified“ universe where [data collection date] <= [current date]
Mental Health Disorder	“yes”, if [health_mental] = 1 on any screen; “no“, if client is not counted for “yes” and has [health_mental] = 0 on any screen; “unknown”, if client is not counted for “yes“ and “no”	“yes”, if [health_mental] = 1 on any screen otherwise “no“
Developmental Disability	“yes”, if [health_dev_disability] = 1 on any screen; “no“, if client is not counted for “yes” and has [health_dev_disability] = 0 on any screen; “unknown”, if client is not counted for “yes“ and “no”	“yes”, if [health_dev_disability] = 1 on any screen OR has [client assessment] with [vi_spdat_q46] = 1; otherwise “no“
Physical Disability	“yes”, if [health_phys_disability] = 1 on any screen OR has [client assessment] with [health_phys_disability] = 1 NOTE: [client assessment] must be not older than 90 days from [current date]; “no“, if client is not counted for “yes” and has [health_phys_disability] = 0 on any screen; “unknown”, if client is not counted for “yes“ and “no”	“yes”, if [health_phys_disability] = 1 on any screen; otherwise “no“
Substance Use Disorder	“yes”, if [health_substance_abuse] = [1, 2, 3] on any screen OR has [client assessment] with ( [vi_spdat_q36] = 1 or [vi_spdat_q37] =1 or [vi_spdat_q39] = 1 or [vi_spdat_q40] = 1 ) NOTE: [client assessment] must be not older than 90 days from [current date]; “no“, if client is not counted for “yes” and has [health_substance_abuse] = 0 on any screen; “unknown”, if client is not counted for “yes“ and “no”	“yes”, if [health_substance_abuse] = [1, 2, 3] on any screen; “no“, if there is no screen with [health_substance_abuse] = [1, 2, 3]
Chronic Health Condition	“yes”, if [health_chronic] = 1 on any screen; “no“, if client is not counted for “yes” and has [health_chronic] = 0 on any screen; “unknown”, if client is not counted for “yes“ and “no”	“yes”, if [health_chronic] = 1 on any screen; otherwise “no“
Domestic Violence	“yes”, if [health_dv] = 1 on any screen; “no“, if client is not counted for “yes” and has [health_dv] = 0 on any screen; “unknown”, if client is not counted for “yes“ and “no”	“yes”, if [health_dv] = 1 on any screen; otherwise “no“

Updated: 11/08/2023