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HomeData EntryIn Depth: AssessmentsStatus Updates and Annual Assessments

3.1. Status Updates and Annual Assessments

Status Updates are used to document changes to income, benefits, insurance, or domestic violence history for one or many clients while an enrollment is still open.  If a change is found during the exit interview the changes can be documented during the exit interview/exit assessment.

 

You can find detailed instructions on creating Status Updates or Annual Assessments on this page.

 

How Do I Conduct a Program Status/Annual Assessment?

 

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