--- title: How to Add an Assessment to a Client description: Add program-based assessments to track client progress at entry, during, and exit stages, supporting outcome measurement and HMIS/CoC compliance. --- [Skip to content](https://knowledge.cominghome.ai/en/knowledge-base/how-to-add-an-assessment-to-a-client#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?hsLang=en) 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?hsLang=en) 2. [Clients](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en) 3. [Program Enrollment](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#program-enrollment) # How to Add an Assessment to a Client ## Learn how to add a program-based assessment to a client to track their progress and outcomes throughout their participation in a program. ### What this feature does Program-based assessments enable service providers to track a client’s progress across key well-being categories at critical stages of their journey within a program. By capturing data at **Entry**, **During**, and **Exit**, organizations gain a comprehensive view of outcomes, progress, and overall impact over time. Assessments are directly linked to a **client’s specific program enrollment**, ensuring that all data reflects the context of the services received. #### **Who can use this feature** - **Organization Administrators** – Can add assessments for clients assigned to them. - **Team Members** – Can add assessments for assigned clients. - **Interns / Volunteers** – Can add assessments for assigned clients. - **Law Enforcement / Victim Advocates** – Do **not** have access to add assessments. #### **Before you begin** Before adding an assessment, ensure that: - The client has been created in the system. - The client is enrolled in at least one program. - You have the appropriate permissions to add assessments.   ### How to add an assessment to a client #### **Step 1: Navigate to the Clients section** 1. From the left-hand sidebar, click **Clients**. 2. Use the search bar to locate the client. 3. Click the client’s name to open their **Client Toolkit**.   #### **Step 2: Access the client’s enrolled programs** 1. Within the client profile, select **Enrolled Programs**. 2. This section displays all programs the client is currently or previously enrolled in. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-14-2026-02-46-38-7109-PM.png?width=229&height=425&name=undefined-Apr-14-2026-02-46-38-7109-PM.png)   #### **Step 3: Select the relevant program** 1. Click the program for which you want to record the assessment. 2. In the program enrollment view, select the **Assessments** tab. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-14-2026-02-48-59-5958-PM.png?width=670&height=251&name=undefined-Apr-14-2026-02-48-59-5958-PM.png) ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-14-2026-02-49-06-2873-PM.png?width=670&height=283&name=undefined-Apr-14-2026-02-49-06-2873-PM.png)   #### **Step 4: Add a new assessment** 1\. Click **+ Add Assessment**. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-14-2026-02-51-16-6717-PM.png?width=209&height=71&name=undefined-Apr-14-2026-02-51-16-6717-PM.png) 2\. Choose the **Assessment Type**: - - **Entry** – Captures the client’s baseline status at the start of the program. - **During** – Records progress while the client is actively receiving services. - **Exit** – Measures outcomes at the completion of the program.   ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-14-2026-02-52-34-3826-PM.png?width=431&height=163&name=undefined-Apr-14-2026-02-52-34-3826-PM.png) #### **Step 5: Complete the assessment categories** You will be required to complete information across three key well-being domains: ##### **1. Living Situation & Needs** ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-14-2026-02-53-02-4464-PM.png?width=438&height=272&name=undefined-Apr-14-2026-02-53-02-4464-PM.png) This section captures housing stability, household context, and immediate service needs, including: - **Prior Living Situation** – Where the client lived before enrollment (e.g., emergency shelter, transitional housing, staying with friends/family). - **Current Living Situation** – Housing status at the time of the assessment. - **Relationship to Head of Household** – Client’s role within the household. - **Sexual Orientation** – Optional demographic information. - **Needs Translation** – Indicates whether interpretation services are required.   ##### **2. Employment & Income** ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-14-2026-02-54-17-4536-PM.png?width=416&height=269&name=undefined-Apr-14-2026-02-54-17-4536-PM.png) This section evaluates economic stability and financial resources: - **Education Status** – Whether the client is attending school or training. - **Employment Status** – Current work situation (e.g., full-time, part-time, unemployed). - **Non-Cash Benefits** – Access to public assistance or support services. - **Has Source of Income** – Indicates whether the client receives any form of income.   #### **3. Health & Disabilities** ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-14-2026-02-55-14-8829-PM.png?width=387&height=215&name=undefined-Apr-14-2026-02-55-14-8829-PM.png) This section captures health access and vulnerability indicators: - **Health Insurance(s)** – Type of health coverage (e.g., Medicaid, Medicare, private insurance, none). - **Is a Domestic Violence Victim?** – Indicates experience of domestic or interpersonal violence. - **Has a Disabling Condition?** – Identifies physical, mental, or developmental disabilities.   #### **Step 6: Save the assessment** 1. After completing all required fields, click **Create Assessment**. 2. Return to the **Assessments** table within the selected program to confirm that the assessment has been successfully recorded. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-14-2026-02-55-59-5292-PM.png?width=670&height=283&name=undefined-Apr-14-2026-02-55-59-5292-PM.png) #### **Result** Once saved: - The assessment appears in the **Enrolled Program-Based Assessments Dashboard**. - It contributes to a **longitudinal view** of the client’s progress. - The data supports **program evaluation**, **outcome measurement**, and **HMIS/CoC compliance**.   #### **Understanding assessment types** ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-14-2026-02-56-41-7076-PM.png?width=670&height=257&name=undefined-Apr-14-2026-02-56-41-7076-PM.png)   #### **Tips / Best Practices** - **Complete all assessment sections** to ensure accurate reporting. - **Use consistent assessment timing** (Entry, During, Exit) for meaningful comparisons. - **Review assessments regularly** to monitor client progress. - **Ensure data accuracy** to support compliance and funding requirements.   #### **Related Articles** - [Overview of Assessments](https://knowledge.cominghome.ai/en/knowledge-base/overview-of-assessments?hsLang=en) - [How to Edit/ Update an Assessment](https://knowledge.cominghome.ai/en/knowledge-base/how-to-edit-or-update-an-assessment?hsLang=en) - [Overview of Programs](https://knowledge.cominghome.ai/en/knowledge-base/overview-of-programs?hsLang=en) - [How to Enroll a Client in a Program](https://knowledge.cominghome.ai/en/knowledge-base/how-to-enroll-a-client-in-a-program?hsLang=en) --- ### Need more help? If you need assistance adding an assessment, please contact your **Organization Administrator** or reach out to our **Support Team** through the in-platform chat and select **“Report an issue.”** - [Getting started](https://knowledge.cominghome.ai/en/knowledge-base/getting-started?hsLang=en) - [Clients](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#main-content) - [Creating and editing a client record](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#creating-and-editing-a-client-record) - [Assignments](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#assignments) - [Assistances at a client level](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#assistances-at-a-client-level) - [Program Enrollment](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#program-enrollment) - [Files & Notes](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#files-notes) - [Referrals](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#referrals) - [Programs](https://knowledge.cominghome.ai/en/knowledge-base/programs?hsLang=en) - [Assistances](https://knowledge.cominghome.ai/en/knowledge-base/assistances?hsLang=en) - [Milestones](https://knowledge.cominghome.ai/en/knowledge-base/milestones?hsLang=en) - [Settings & Administration](https://knowledge.cominghome.ai/en/knowledge-base/settings-administration?hsLang=en#main-content) - [Users & Permissions](https://knowledge.cominghome.ai/en/knowledge-base/settings-administration?hsLang=en#users-permissions) - [Coming Home Mobile App](https://knowledge.cominghome.ai/en/knowledge-base/coming-home-mobile-app?hsLang=en) [![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/?hsLang=en) https://www.cominghome.ai/ [mailto:customersupport@cominghome.ai](mailto:customersupport@cominghome.ai) Copyright © 2026, Coming Home