Download HOUSING HELP DATABASE: USER MANUAL

TABLE OF CONTENTS
Introduction ................................................................................................................ 1
Recording Client and Intake Data.................................................................................... 2
Adding A New Client ......................................................................................................................... 2
Entering Intake Data for a New Client .................................................................................................. 5
Entering Client Notes......................................................................................................................... 6
Updating an Existing Client’s Intake & Service Data ................................................................................ 7
Discharging A Client.......................................................................................................................... 8
Re-opening A Discharged Client File.................................................................................................... 10
Recording Services You Provide to Clients ...................................................................... 11
Recording Housing Access Services ................................................................................................... 12
Recording Housing Stabilization Services............................................................................................. 13
Recording Eviction Prevention Services ............................................................................................... 14
Recording Housing Application Services .............................................................................................. 15
Recording Other Services ................................................................................................................. 16
Managing your Database............................................................................................. 17
Deleting an Intake and Service File..................................................................................................... 17
Deleting a Client ............................................................................................................................. 19
Exporting Client and Service Data ...................................................................................................... 20
Where to Email the Export ................................................................................................................ 21
Compacting Your Database............................................................................................................... 22
Backing Up Your Database ............................................................................................................... 23
Appendix A: Glossary of Terms..................................................................................... 24
Intake and Discharge Data ............................................................................................................... 24
Service Data .................................................................................................................................. 27
Appendix B: Intake Guidelines for Housing Workers.......................................................... 30
Appendix C: Discharge Guidelines for Housing Workers ..................................................... 32