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Coordinated Entry Reports - No Activity 60D Report
Case Managers should have a logged activity in their Client's Coordinated Entry enrollment every 60 days to maintain an active enrollment. At 90 days without any recorded activity, the client will be auto-exited from their coordinated Entry Enrollment. The “No Activity 60D” report generates a list of clients who have not had a recorded activity in coordinated entry for 60 days to ensure minimal disruption in the Coordinated entry enrollment.
Why CE sends out this report:
Coordinated Entry (CE) sends this report out because clients who have had No Activity for 60 days are candidates who are likely either:
a. No longer engaged in services
b. An active CE participant but are soon to be auto exited
Case Managers (CM) should check to see if the list contains any of their clients. If a CM sees their client on the list, the CM should first determine whether or not that the client is still engaged in services and should be in CE. If the client is no longer participating in services, the CM will exit to the correct destination. If the CM determines that the client is still engaged in services, the client will perform a Current Living Situation (CLS) assessment to avoid in compliance with HUD standards (every 90 days CLS) and avoid the client getting auto exited.
Understanding the fields in the report
From the Case Manager (CM’s) perspective, the data fields are the columns in the report. Below is a table that gives a definition of each of the fields.
Enrollments Assigned Staff Home Agency |
The “Enrollments Assigned Staff” home agency. |
| Clients Client ID | A numeric combination that corresponds to an individual client profile in Clarity, however this ID is not searchable on Clarity and is mostly used for backend purposes. |
| Clients Client Full Name | Gives the clients full name in Clarity. |
| Clients Unique Identifier | An alpha-numeric combination that corresponds to an individual client profile in Clarity, this ID IS searchable in clarity and is a good tool for case managers to identify individual client profiles, especially those with duplicate or similar names. |
| Enrollments with 60+ days since last activity | |
| List of Assigned Staff | Staff member who enrolled client into the CE program. |
Reviewing the report
After 90 days with no activity, a client will be auto exited from coordinated entry. Case managers should review the no activity 60D report. For any clients found on the report, case managers should add a CLS update to keep their clients coordinated entry profile active and to be consistent with HUD standards of adding a CLS every 90 days. If a client has exceeded 90 days with no activity, then the case manager should reopen that client’s program in coordinated entry.
Reopening a client’s coordinated entry program
To reopen a client’s coordinated entry program:
https://slocounty.helpscoutdocs.com/article/104-reopen-program-enrollment