Common use of Client Intake Clause in Contracts

Client Intake. This is the process in which a client or potential client will go through a process where information is gathered and entered into the ClientTrack system. Client Intake includes entering new client data or updating information for a client that is already in the ClientTrack system. Any client intake should start with a thorough client search to make sure the client is not already in ClientTrack. All efforts should be taken to ensure duplicate records are not created within the ClientTrack system. Conducting a thorough client search at Intake will help reduce the number of duplicates within the system. For further instructions on how to conduct a client search to avoid duplicates, refer to the ClientTrack User Guide. Each agency should enter and/or update the Universal Data Elements for all household members and Program Specific Data Elements (where required) at intake. Detailed information about these data elements can be found below. Ideally, an agency would input the information into ClientTrack during the intake, however when paper intake forms are necessary please use the Intake and Project Update forms that have been provided. These forms can also be accessed from the HMIS website: ▇▇▇▇://▇▇▇.▇▇▇.▇▇.▇▇▇/housing/specialneeds/programs/hmis.asp Care should be taken to make sure that all of a client’s information is updated (such as housing status, marital status, household, etc.) at intake if they have an existing record in the system.