Managing Client Data in Screens

How Do I Conduct a Program Status/Annual Assessment?



Program Status and Annual Assessments correspond with the HUD HMIS Data Standards Data Collections stages "Occurrence Point/Update" and "Annual Assessment." The screen that displays when adding a Status or Annual Assessment to a program enrollment is determined by the Case Status Screen of the Program Template assigned to the program.

Accessing the Status Assessment

To conduct a status assessment, begin by going to either the PROGRAMS tab or HISTORY tab in the client record. Find the program enrollment you wish to add a status assessment to and click the edit icon to the left of the enrollment.


Note: You can also quickly access a program enrollment by selecting it from the list in the Active Programs section located in the right sidebar of any page in the client record.

Adding a Status Assessment

To add a status assessment, click Add next to Status Assessments and then select the client(s) for which you want to conduct the status assessment. This will allow you to conduct the status assessment for all selected group members in sequence, without having to go into each client record separately.


Note: The Current Living Situation assessment is a specific type of Status Screen that collects data for the HUD HMIS Data Element 4.12 Current Living Situation. 

Collection of this data element is required for Adults and Heads of Households in applicable programs at program start and subsequent dates of contact. 

If the Current Living Situation assessment has been made available in the Program Template for the program you are entering data for and there is more than one assessment screen available, it will always display at the top of the list, as this screen is generally more frequently completed than other screens.


Click ADD STATUS ASSESSMENT to access the status screen. Click SAVE & CLOSE (or SAVE & NEXT, if you are also conducting the update for other household members) after you have completed the update.

You can also add a Status Assessment from the Program Assessments tab. 



  • Some of the fields on the screen may already be completed. Data carries over from either the enrollment screen or the most recent status screen. 
  • The steps to conduct a program annual assessment are identical, except, instead, click Add next to Annual Assessments. Most programs require annual assessments to be conducted on the anniversary of enrollment and can affect performance outcome measures (eg., see [HUDX-225] HMIS Data Quality Report section Q4). Status assessments are optional, unless there is a significant change in the client's living situation between annual assessments, and can be performed at any time.


Assessment Restrictions 

Users won’t be allowed to enter more than one of each for the same date: Status Assessments, Annual Assessments, or Follow Up Assessments. If a user attempts to add an Assessment more than once, the user will receive a warning. These warnings will appear for all Program Types and Funding Sources. 


Note: The warnings only apply to Assessments collected under the same enrollment. 

Note: With this change, the Current Living Situation Assessment logic isn’t changing.