--- title: How To Assign Assistances To a Client  description: Learn how to track assistances at the client level, record services, capture outcomes, and support VOCA reporting and compliance. --- [Skip to content](https://knowledge.cominghome.ai/en/knowledge-base/how-to-assign-assistances-to-a-client-overview#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. [Assistances at a client level](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#assistances-at-a-client-level) # How To Assign Assistances To a Client ## Track services, support activities, and resources using Assistances, and maintain a clear record of service delivery and reporting. Client-level assistance tracking allows you to record services, support activities, or resources provided directly to an individual client. Recording assistances within the Client Toolkit ensures you maintain a complete, centralized history of all support delivered to that person. #### **Who can use this feature** - **Organization Administrators:** Can add, duplicate, view, edit, archive, and unarchive assistances. - **Team Members:** Can add, duplicate, and view assistances. Can edit assistances they created. Cannot archive or unarchive. - **Interns / Volunteers:** Can add, duplicate, and view assistances. Can edit assistances they created. Cannot archive or unarchive. - **Law Enforcement / Advocates:** Can add, duplicate, and view assistances for their assigned clients. Can edit assistances they created. Cannot archive or unarchive.   #### **Before you begin** You must have the client's profile open in the Client Toolkit. If you need help accessing a client profile, see "Overview of the client toolkit" in Related Articles.   ### Step-by-step instructions   #### **Step 1:  Navigate to Clients** 1\. From the main sidebar, select **Clients**. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Mar-31-2026-05-15-28-9824-PM.png?width=139&height=372&name=undefined-Mar-31-2026-05-15-28-9824-PM.png)     2\. Locate the desired client using the client list or search bar. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Mar-31-2026-05-15-29-4315-PM.png?width=670&height=106&name=undefined-Mar-31-2026-05-15-29-4315-PM.png) 3\. Click the client name to open the client profile.   #### **Step 2: Open the Assistances Tab** Inside the client profile: 1. Select the **Assistances** tab. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Mar-31-2026-05-15-31-4500-PM.png?width=670&height=285&name=undefined-Mar-31-2026-05-15-31-4500-PM.png) 2\. The Client Assistances Dashboard will display all assistances associated with the selected client. Displayed columns include: - Assistance Type - Provided by - Provided On - Amount - Status #### **Step 3: Add a New Assistance** 1. Click **Add assistance**. 2. The Add Assistance modal will open. #### **Step 4: Complete Assistance Details** Within the **Details** section: Users will record the core information related to the assistance being delivered. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Mar-31-2026-05-15-32-1796-PM.png?width=434&height=318&name=undefined-Mar-31-2026-05-15-32-1796-PM.png) #### **Required fields include:** - **Provided by:** Identifies who delivered or recorded the assistance. - **Provided on (required)** Record the date the assistance was delivered. - **Client** The client receiving the assistance (automatically pre-selected when adding from the client profile). - **Program** Optional program association. Users may select a program if the assistance is connected to a specific service program. - **Category** Select the main assistance category. - **Assistance Type** Select the specific type of assistance within the existing options of assistnaces. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Mar-31-2026-05-15-28-6109-PM.png?width=378&height=366&name=undefined-Mar-31-2026-05-15-28-6109-PM.png) - **Amount (USD)** Enter any financial value associated with the assistance provided. - **Quantity** Used to track counts or units of service delivered. - **Duration** Record the time spent delivering the assistance (in minutes). These fields allow organizations to capture standardized measurable service data, including: - Financial assistance values - Service duration - Quantitative outputs - Categorized service delivery. #### **Step 5: VOCA Reporting Fields Overview** ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Mar-31-2026-05-23-32-7812-PM.png?width=454&height=256&name=undefined-Mar-31-2026-05-23-32-7812-PM.png) The **VOCA Reporting Fields** section allows organizations to capture additional data required for Victims of Crime Act (VOCA) reporting and similar grant-based compliance frameworks. These fields help standardize how assistances are documented, ensuring that organizations can generate accurate reports, track service delivery methods, and measure outcomes aligned with funding requirements. Even for organizations not using VOCA, these fields can support structured service tracking and outcome evaluation.   ### VOCA Fields Explained 1. **Delivery Method** Defines how the assistance was delivered (e.g., in-person, virtual, phone, etc.). 2. **Interpreter Provided** Indicates whether interpretation services were required during service delivery. 3. **Victimization(s) Addressed** Specifies the type(s) of victimization the assistance addressed. 4. **Outcome Collected** Indicates whether an outcome was tracked for this assistance. If Yes: - **Outcome Type** (example: Safety Planning, Protection Order) - **Outcome Result** describing the result achieved. #### **Step 6: Notes** 1. Navigate to the **Notes** section within the Add Assistance modal. 2. Use this area to include contextual information related to the service, including: - Observations - Client updates - Service context - Follow-up requirements Notes support qualitative tracking alongside quantitative service data. #### **Step 7: Save the Assistance** 1. Review all fields for accuracy. 2. Click **Create assistance** to finalize and save. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Mar-31-2026-05-15-28-0789-PM.png?width=304&height=103&name=undefined-Mar-31-2026-05-15-28-0789-PM.png) The assistance will now appear within the Client-level Assistances table and will contribute to program reporting metrics.     #### **Result** You have successfully assigned an assistance to the client. The new record will immediately appear in the client's Assistances dashboard, creating a clear timeline of the support they have received.     ### Tips / Best Practices - Always record the **Duration** or **Amount** when applicable, as this quantitative data is critical for grant reporting and demonstrating organizational impact. - Use the **Notes** section to capture qualitative details that numbers cannot show, such as client progress during a counseling session or specific challenges discussed. - If a service is strictly tied to a program, ensure you select that program from the dropdown menu in step 3 so the data correctly attributes to your program-level reporting.     ### Related Articles - [Overview of the client toolkit](https://knowledge.cominghome.ai/en/knowledge-base/overview-of-the-client-toolkit?hsLang=en) - [Understanding VOCA-compliant fields](https://knowledge.cominghome.ai/en/knowledge-base/understanding-voca-compliant-fields?hsLang=en) - [Overview of assistances](https://knowledge.cominghome.ai/en/knowledge-base/overview-of-assistances?hsLang=en) --- ### Need more help? If you cannot find the correct Assistance Type in the dropdown menu, your organization may need to configure custom assistances. Contact your Organization Administrator for help adding new service categories.   - [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