How to Create an Entry Assessment

Author: Betty Notto | Date Created: 6/23/25 | Date Update: 6/23/25

What this is

This is an overview of the data entry steps to create a entry assessment.

What you need to know

Follow these steps

1. Follow the instructions in Searching for a Client to locate an existing client.
2. Go to the Client Workspace and click the Intake menu to start the Client Enrollment process.

2. If you found the Client during your search, click Use the Current Client. If you didn’t find them, click Add a New Client and follow the instructions in Adding a New Client article to create a new client record.
3. Review and update the Basic Client Information (if needed). Check and update the Family Information, then click Save & Close.

4. Choose the project from the drop-down menu on the Program Enrollment form.

5. Scroll down to the Household Section and check the box next to the household members you want to include in the enrollment. Change the project start date if needed.

6. Fill out the Universal Data Assessment. Click Save when done.
7. Fill out the Barriers form (if needed). Mark whether each Barrier exists and if it’s a long-term condition. Click Save & Close when done.

8. Fill out the Domestic Violence Assessment, then click Save.
9. Answer the Income question: If the answer is Yes, add each income source and the monthly amount.
10. Answer the Non-Cash Benefits question: If the answer is Yes, add each benefit and its monthly amount.
11. The Expenses section is optional. Leaving it blank won’t hurt data quality.
12. Answer any remaining program-specific assessments in the workflow.
13. Repeat steps 6-12 for each household or family member.

13. After finishing all household members, click Finish to complete the Intake.