Street Outreach
Funder and/or CoC Specific Guidance
- PATH projects have two additional fields to complete on the enrollment screen: Connection to SOAR and PATH Status Determination.
- RHY funded outreach projects have additional enrollment screen questions.
- YHDP funded projects have additional enrollment screen questions.
Funding sources, including HUD ESG, require that outreach workers create an enrollment for everyone they are working with, even if they know very little about the individual or their long term needs. The enrollment screen may initially be incomplete and is updated over time as additional information becomes known.
Street Outreach eligibility typically requires a client's Prior Living Situation on the enrollment screen to be "a place not meant for human habitation."
Often times the date of engagement will be left blank when an enrollment is initially created. This field is used to document when "an interactive client relationship results in a deliberate client assessment or beginning of a case plan." Engagement rates are used to assess project performance, so it is important that staff fill out this field as soon as a client is "engaged" in services. This is also the date that staff are expected to ask a client about any remaining unanswered fields on the enrollment screen.
While Enrolled
- Outreach workers should document every contact with a client using the Current Living Situation Assessment.
- Follow your CoC's guidance for connecting guests with Coordinated Entry and other housing search supports.
- Some agencies or funders, including RHY and PATH, require documentation using Notes and Services. Talk to your manager if you have questions about your project's expectations.
- Use Status Assessments to document changes to a client's income and benefits while enrolled.
- Update the Date of Engagement field on the enrollment screen when a previously non-engaged client agrees to collaborate on housing and related goals.
- Annual Assessments should be completed on the anniversary of the head of household's start date.
HMIS Workflow

Resources
- New England Street Outreach Workflow Manual
Forms
Looking for Street Outreach forms for your state? Click the link: New England Forms
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