HomeServicePointIn Depth: AssessmentsHow to Complete an Exit Assessment

7.2. How to Complete an Exit Assessment

The following process details how to answer the Exit Assessment. You will need to fill out the applicable parts of the assessment and click "Save" and then move to the next household member using the Household Members list on the left. Once you have finished with all household members then click "Save & Exit".

Housing Status at Exit

The Housing Status should already show an answer based on the clients answer at Entry. If the Housing Status at Exit is different than the answer already given, then choose the correct response. If you are exiting a client into another program, you need to answer how the client is exiting the current program, not what the client's status will be in the new program.

Income at Exit

The Income questions will already have answers based on what was entered for the client at Entry and possibly updates during their stay.

If you have any changes to income that occurred within past 30 days that have not already been entered via Entry (if it's within 30 days of program entry) or Backdate Mode (if it's a change that occurred during the stay) then you will need to enter those changes now.

You may need to update some or all of these elements depending on the type of income change:

Possible Income at Exit situations:

1. No recorded income and exiting with no income

If the client has no reported income and they are leaving with no income then you do not need to change any of the Income questions. The income questions should be already No, 0, and no sub-assessment records and they should be left this way.

2. No recorded income but exiting with income

If the client had no income previously and now has income within 30 days of exit, then you need to change "Income Received from any source in the past 30 days?" to "Yes", replace the "0" in "Total Monthly Income" with their new monthly income total, then Add an Income sub-assessment record to create a new record of that Income.

3. Has recorded income but is exiting with no income

If the client had income and is no longer receiving any income, then you need to change "Income received from any source in the past 30 days?" to "No", replace the amount in "Total Monthly Income" with "0" and Edit ($) the Monthly Income sub-assessment record(s) and put an End Date(s) on the income(s) that ended (do not change "Receiving Income Source" inside the sub-assessment , it should stay set to "Yes" so the reports can tally the months that they did have the income).

4a. Has recorded income and is exiting with same income (no change in amount or source)

If the client had income previously and is exiting with the same Income from the same source, then you do not need to change anything on the income.

4b. Has recorded income and is exiting with different income (change in amount and/or source)

If the client already had income and is exiting with different income then you would leave "Income received from any source in the past 30 days?" set to "Yes", then enter their new monthly income into "Total Monthly Income."

Depending on the changes in the Sources of Income you will need to do some of the following:

When an Income ends:

Click the pencil next to the Monthly Income sub-assessment record that has ended and add an End Date on the Income Source. Do not change Receiving Income Source inside the sub-assessment to No.

When an existing Income amount changes:

Click the pencil next to the Monthly Income sub-assessment record that has ended and add an End Date on the Income Source. Do not change Receiving Income Source inside the sub-assessment to No.

Add an Income sub-assessment record for that Income Source with the new amount. Leave the End Date blank.

When a new Income is gained

Add an Income sub-assessment record for that Income Source with the new amount. Leave the End Date blank.

Regardless of the combination in this example (4b) you should wind up with at least one Income that has an amount and no End Date.

Non-cash Benefits at Exit

Changes to non-cash benefits at exit should be handled in the same manner as Income with the exception that you don't have a Total Monthly Income amount question to include. Also, depending on the benefit, there may not be a dollar amount inside the sub-assessment.

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9.1. How to change Name, Social Security Number, or Veteran Status