Housing Search Assistance Toolkit

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Client Intake and Case Management

The client intake and assessment process is used to determine the level of support clients will need to succeed in private housing. Appropriate assessment is essential since the need for assistance far exceeds available resources. To ensure the most effective use of limited resources, it is important to appropriately identify the type and level of assistance needed by each client. Subsequently, this will allow your agency to determine whether it has the expertise and capacity to serve a particular client, or if the client should be referred to a different program.

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