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TypeType Detail (HMIS Field Options) Note: Referral means that a client has been “placed” into an opening. Not intended to reflect referral to waitlist or to indicate that a client was given a list of #s to call.Who would make this kind of referral? BNL Manager, Diversion Specialist, etc. AND HMIS role typeWhen/what circumstance would this option be chosen?Process Triggers
(based on CAN outcomes manual and CAN referral and acceptance form. Not all cases have a process trigger but lack of process trigger does not mean that the CE Event is not applicable.)
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Access EventReferral to Prevention Assistance Project211 Staff Member/CAN - 211Event is auto-created any time a 211 Eviction prevention enrollment is openedEvent is auto-created, 211 staff do not have to enter an event
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Access EventReferral to scheduled Coordinated Entry Housing Needs Assessment211 Staff Member/CAN - 211Event is auto-created any time a 211 enrollment is openedEvent is auto-created, 211 staff do not have to enter an event
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Outreach workerThis option should be selected when an Outreach worker connects a client to a CAN appointment or conducts a CAN appointment in the fieldN/A
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Access EventProblem Solving/Diversion/Rapid Resolution intervention or serviceDiversion Specialist/Navigator/ Housing Support Specialist This event is auto-created any time a CAN Diversion enrollment is created, regardless of if the client is a 211 referral or a walk in. Users will still have to select a result. If client completes a CAN/Diversion appointment and they are diverted and rehoused in a safe alternative then the answer to: Problem Solving/Diversion/Rapid Resolution intervention or service result - Client housed/re-housed in a safe alternative = YES.Client participated in CAN appointment outcome is: Diverted
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This event is auto-created any time a CAN Diversion enrollment is created, regardless of if the client is a 211 referral or a walk in. Users will still have to select a result. If client completes a CAN/Diversion appointment and they are NOT diverted and rehoused in a safe alternative. (Problem Solving/Diversion/Rapid Resolution intervention or service result - Client housed/re-housed in a safe alternative = NO)Client participated in CAN appointment but was not able to be diverted
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Access EventReferral to scheduled Coordinated Entry Crisis Needs AssessmentTheoretically 211 Staff Member but all their referrals are "Housing Needs Assessment" Note: HUD standards defines Crisis Needs Assessment as "assessment conducted for immediate, crisis-based needs; initial, short, focused assessment to help case workers identify immediate resolutions to address emergency needs, including shelter." and Housing Needs Assessment is defined as "assessment conducted for housing needs; more in-depth, housing focused assessment to help case workers direct clients to resources for stabilization of their housing situation." Based on my understanding of our system and reading of these definitions I think the autocreation of a Housing Needs Assessment event due to a 211 enrollment still makes the most sense. In either case the crisis or housing needs assessment is happening AT the CAN appointment and therefore the referral event does not need to be noted (the referral to this service was already made).
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Referral EventReferral to post-placement/follow-up case management BNL ManagerThis option should be selected when a client is discharged from PSH or RRH at a CAN case conference and there is a need to continue to follow the client for a short period of time.N/A
Rare circumstance
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Referral EventReferral to Street Outreach project or services Diversion Specialist/Navigator/ Housing Support Specialist This option should be selected when an individual is unsheltered, and does not want shelter, but the CAN needs to continue to attempt offering services and CAN staff use local protocols to refer to the outreach team. Client participated in a diversion appointment where the outcome was referral to outreach.
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Referral EventReferral to Housing Navigation Project or ServciesDiversion Specialist/Navigator/ Housing Support Specialist This option may be selected if Housing Navigation services are offered as part of Diversion. For example to get families to different housing that meets their needs if current housing is too expensive or if they are trying to escape a DV situation. N/A
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 BNL ManagersThis option should be selected when a client is matched to RRH or PSH and Housing Navigation is helping to identify an apartment. In practice RRH might be making the referral to Navigation. Might be happening more as more Covid funding comes in there are more housing navigators coming in to meet the need.N/A
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Referral EventReferral to Non-continuum services: ineligible for continuum servicesDiversion Specialist/Navigator/ Housing Support Specialist This option should be selected if the household is not eligible for homeless services resources at the time of the CAN appointment. Client is reporting different circumstances to CAN staff compared to information provided to 2-1-1. Client may not be presenting for emergency shelter, imminent risk of homelessness may not be within CAN defined timeframe (i.e. 7 days from homelessness, 14 days from homelessness). Other scenarios may include: Looking for security deposit, Not at imminent risk of homelessness, and looking for housing optionsThis option should be selected if the CAN appointment outcome is: Not Currently Appropriate
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Referral EventReferral to Non-continuum services: no availibility in continuum servicesDiversion Specialist/Navigator/ Housing Support Specialist Eligible clients who could not be referred to continuum services because there is no availability in continuum services, or because client was eligible but was not prioritized for continuum services or other local equivalent referral. N/A
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Referral EventReferral to Emergency Shelter bed openingDiversion Specialist/Navigator/ Housing Support Specialist This option should be selected if client was accepted for enrollment in an Emergency Shelter. This option should be selected if the CAN appointment outcome is: Accepted for Enrollment and follow up indicates that client was enrolled
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Outreach workerThis option should be selected if client is referred by an outreach worker to ES OR the Outreach worker conducts a CAN appt. remotely to refer to ESN/A
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Referral EventReferral to Transitional Housing bed/unit openingBNL ManagerThis option should be selected when client is matched to TH bed/unitWhen "Disposition of CAN Referral" section of CAN referral/acceptance document is completed. Date of CAN referral will be event date and date approved or denied will be event outcome date.
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Referral EventReferral to Joint TH-RRH project/unit/resource openingBNL ManagerThere are currently no programs like this in CTWhen "Disposition of CAN Referral" section of CAN referral/acceptance document is completed. Date of CAN referral will be event date and date approved or denied will be event outcome date.
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Referral EventReferral to RRH project resource openingBNL ManagerThis option should be selected when client is matched to RRH projectWhen "Disposition of CAN Referral" section of CAN referral/acceptance document is completed. Date of CAN referral will be event date and date approved or denied will be event outcome date.
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Referral EventReferral to PSH project resource openingBNL ManagerThis option should be selected when client is matched to PSH projectWhen "Disposition of CAN Referral" section of CAN referral/acceptance document is completed. Date of CAN referral will be event date and date approved or denied will be event outcome date.
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Referral EventReferall to Other PH project/unit/resource openingBNL ManagerThis option should be selected when a client is match to public Housing, Moving On, Housing Authority Set Aside Unit, One Time Assistance (other outcomes on BNL form)N/A
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