Overview of Assessments

What this feature does

Program-based assessments enable service providers to track client progress across key well-being categories at critical points in the client journey within a program. By capturing data at Entry, During the Program, and Exit, organizations gain a comprehensive and longitudinal view of outcomes, progress, and overall impact.

Assessments are created and stored at the individual client level and are directly tied to a specific program enrollment, ensuring that all data reflects the client’s experience within the correct service context.

Why assessments matter

Assessments provide a structured and standardized approach to understanding client needs and measuring progress. They help organizations:

Track changes in client well-being over time
Support accurate program-level reporting
Preserve historical data across multiple program enrollments
Ensure accountability and service quality
Enable outcome measurement and evaluation
Support CoC and HMIS compliance, including HUD reporting requirements

Who can use this feature

Access & Permissions

Organization Administrators – Can add, edit, archive, and view assessments.
Team Members – Can add, edit, archive, and view assessments for clients assigned to them.
Interns / Volunteers – Can add, edit, archive, and view assessments for assigned clients.
Law Enforcement / Victim Advocates – Do not have access to create, edit, archive, or view assessments.

Assessment types

Assessments are recorded at three key stages of a client’s participation in a program:

These standardized evaluation points provide a clear timeline of the client’s journey and support meaningful impact measurement.

Assessment categories

Each assessment captures data across three core well-being domains:

1. Living Situation & Needs

This section evaluates housing stability and immediate service needs, including:

Prior Living Situation
Current Living Situation
Relationship to Head of Household
Sexual Orientation (optional demographic data)
Need for Translation or Interpretation Services

2. Employment & Income

This section measures economic stability and access to financial resources:

Education Status
Employment Status
Non-Cash Benefits
Source of Income

3. Health & Disabilities

This section captures health coverage and vulnerability indicators:

Health Insurance
Experience of Domestic Violence
Presence of a Disabling Condition

Where to find assessments

Assessments are located within the Client Toolkit and are tied to a specific program enrollment:

Navigate to Clients from the left-hand sidebar.
Select the desired client.
Click Enrolled Programs.
Choose the relevant program.
Open the Assessments tab to view all assessments associated with that enrollment.

Understanding the Enrolled Program-Based Assessments Dashboard

The Enrolled Program-Based Assessments Dashboard provides a centralized view of all assessments linked to a client’s enrollment in a specific program.

Key Components

1. Program Context Header

Displays:

Program Name
Program Start Date
Program End Date (if applicable)

Why it matters:

Ensures assessments are tied to the correct program
Provides context for interpreting outcomes
Supports reporting and compliance

2. Assessment Table

Included Columns:

Assessment Type – Entry, During, or Exit
Date – When the assessment was completed
Recorded By – Staff member who completed the assessment

Value:

Enables before-and-after comparisons
Supports accountability and transparency
Provides a timeline of client progress

3. Add Assessment Button

Allows authorized users to create a new assessment directly within the program enrollment.

Need more help?

If you need assistance with creating or managing assessments, please contact your Organization Administrator or reach out to our Support Team through the in-platform chat and select “Report an issue.”