--- title: Clients | Coming Home Knowledge Base description: Learn how to manage client records in Coming Home, including client information, notes, files, referrals, program enrollments, and assistances. --- [Skip to content](https://knowledge.cominghome.ai/en/knowledge-base/clients#main-content) [![cominghome-logo-horizontal-dark](https://knowledge.cominghome.ai/hs-fs/hubfs/cominghome-logo-horizontal-dark.png?width=208&height=32&name=cominghome-logo-horizontal-dark.png)](https://knowledge.cominghome.ai/en/knowledge-base) Open main navigation Close main navigation How can we help you? - There are no suggestions because the search field is empty. 1. [Coming Home Knowledge Base](https://knowledge.cominghome.ai/en/knowledge-base) 2. [Clients](https://knowledge.cominghome.ai/en/knowledge-base/clients) # Clients Learn how to manage client records in Coming Home, including client information, notes, files, referrals, program enrollments, and assistances. - [Overview of The Clients Dashboard](https://knowledge.cominghome.ai/en/knowledge-base/overview-of-the-clients-dashboard) - [Overview of The Client Toolkit](https://knowledge.cominghome.ai/en/knowledge-base/overview-of-the-client-toolkit) ## Creating and editing a client record - [How To Add a New Client](https://knowledge.cominghome.ai/en/knowledge-base/how-to-add-a-new-client) - [How to Edit Client Information](https://knowledge.cominghome.ai/en/knowledge-base/how-to-edit-client-information) - [Understanding VOCA-Compliant Fields](https://knowledge.cominghome.ai/en/knowledge-base/understanding-voca-compliant-fields) - [Understanding HMIS-Compliant Fields](https://knowledge.cominghome.ai/en/knowledge-base/understanding-hmis-compliant-fields) - [How to Assign Team Members to a Client](https://knowledge.cominghome.ai/en/knowledge-base/how-to-assign-team-members-to-a-client) ## Assignments - [How to Assign a Challenge to a Client](https://knowledge.cominghome.ai/en/knowledge-base/how-to-assign-a-challenge-to-a-client) - [How to Assign a Goal to a Client](https://knowledge.cominghome.ai/en/knowledge-base/how-to-assign-a-goal-to-a-client) - [How to Assign a Task to a Client](https://knowledge.cominghome.ai/en/knowledge-base/how-to-assign-a-task-to-a-client) ## Assistances at a client level - [How to Assign an Assistance at Client Level](https://knowledge.cominghome.ai/en/knowledge-base/how-to-assign-an-assistance-at-client-level) - [How To Assign Assistances To a Client](https://knowledge.cominghome.ai/en/knowledge-base/how-to-assign-assistances-to-a-client-overview) - [How To Assign an Assistance at Enrolled Program Level](https://knowledge.cominghome.ai/en/knowledge-base/how-to-assign-an-assistance-at-enrolled-program-level) ## Program Enrollment - [How to Enroll a Client in a Program](https://knowledge.cominghome.ai/en/knowledge-base/how-to-enroll-a-client-in-a-program) - [How to View Enrolled Programs for a Client](https://knowledge.cominghome.ai/en/knowledge-base/how-to-view-enrolled-programs-for-a-client) - [Overview of Assessments](https://knowledge.cominghome.ai/en/knowledge-base/overview-of-assessments) - [How to Add an Assessment to a Client](https://knowledge.cominghome.ai/en/knowledge-base/how-to-add-an-assessment-to-a-client) - [How to Edit or Update an Assessment](https://knowledge.cominghome.ai/en/knowledge-base/how-to-edit-or-update-an-assessment) - [How to Use Assessments at the Program Level](https://knowledge.cominghome.ai/en/knowledge-base/how-to-use-assessments-at-the-program-level) See less ▼ ## Files & Notes - [How to Upload and Manage Files](https://knowledge.cominghome.ai/en/knowledge-base/how-to-upload-and-manage-files) - [How to Add, Edit, and Delete Notes](https://knowledge.cominghome.ai/en/knowledge-base/how-to-add-edit-and-delete-notes) ## Referrals - [Overview of Referrals](https://knowledge.cominghome.ai/en/knowledge-base/overview-of-referrals) - [How to Create a Referral (Inbound and Outbound)](https://knowledge.cominghome.ai/en/knowledge-base/how-to-create-a-referral-inbound-and-outbound) - [How To Manage Referral Information](https://knowledge.cominghome.ai/en/knowledge-base/how-to-manage-referral-information) - [Getting started](https://knowledge.cominghome.ai/en/knowledge-base/getting-started) - [Clients](https://knowledge.cominghome.ai/en/knowledge-base/clients#main-content) - [Creating and editing a client record](https://knowledge.cominghome.ai/en/knowledge-base/clients#creating-and-editing-a-client-record) - [Assignments](https://knowledge.cominghome.ai/en/knowledge-base/clients#assignments) - [Assistances at a client level](https://knowledge.cominghome.ai/en/knowledge-base/clients#assistances-at-a-client-level) - [Program Enrollment](https://knowledge.cominghome.ai/en/knowledge-base/clients#program-enrollment) - [Files & Notes](https://knowledge.cominghome.ai/en/knowledge-base/clients#files-notes) - [Referrals](https://knowledge.cominghome.ai/en/knowledge-base/clients#referrals) - [Programs](https://knowledge.cominghome.ai/en/knowledge-base/programs) - [Assistances](https://knowledge.cominghome.ai/en/knowledge-base/assistances) - [Milestones](https://knowledge.cominghome.ai/en/knowledge-base/milestones) - [Settings & Administration](https://knowledge.cominghome.ai/en/knowledge-base/settings-administration#main-content) - [Users & Permissions](https://knowledge.cominghome.ai/en/knowledge-base/settings-administration#users-permissions) - [Coming Home Mobile App](https://knowledge.cominghome.ai/en/knowledge-base/coming-home-mobile-app) [![cominghome-logo-stack-dark](https://knowledge.cominghome.ai/hs-fs/hubfs/cominghome-logo-stack-dark.png?width=127&height=48&name=cominghome-logo-stack-dark.png "cominghome-logo-stack-dark")](https://www.cominghome.ai/) https://www.cominghome.ai/ [mailto:customersupport@cominghome.ai](mailto:customersupport@cominghome.ai) Copyright © 2026, Coming Home