Housing Counseling FAQ

When exactly should an agency start a client file? For example, when a counselor provides quick advice over the telephone should a client file be started? What about participants in group education sessions?

Date Published: March 2015

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An agency should not start an individual client file for a quick telephone call or participation in a group education session only. The file should be started for each client that has a one-on-one counseling session. Client files should be started when substantive counseling has occurred, i.e., an analysis of the client's unique situation/financial information.

Tags: Housing Counseling Program Recordkeeping