Privacy note: This tool does not save client data, send data online, create accounts, or store records. Print or copy the plan before clearing the form. Do not enter sensitive details you do not need for referral planning.
Client Intake Checklist
Use initials or a case nickname instead of full legal names. Because apparently privacy only matters after something explodes.
CoMo Housing Triage Client Plan
Recommended Plan
Complete the intake and click Generate triage plan. The plan will appear here like magic, except it is just JavaScript doing chores.
Resource Mapping Matrix
Confirm hours, eligibility, and bed availability before sending a client. Resource info changes because stability is apparently too much to ask.
| Need | Resource path | What to gather |
|---|---|---|
| No safe place tonight | VAC / The Hub, Harbor House, Room at the Inn, 211, Coordinated Entry | ID if available, household size, current location, safety concerns, phone access |
| Fleeing violence | True North first, safety planning, emergency shelter advocacy | Safe contact method, immediate danger level, children/pets, protective order/court info if applicable |
| Family with children | Harbor House, VAC, Love Columbia, Safe Families-type support, school liaison if children are enrolled | Birth certificates, school info, custody info only if relevant, income, Medicaid cards |
| Eviction prevention | VAC, Love Columbia, MHDC renter resources, legal aid, landlord negotiation | Eviction notice, lease, rent ledger, landlord contact, income proof, court date |
| Utility shutoff | LIHEAP / myDSS, CMCA, utility provider hardship programs, VAC | Utility bill, shutoff notice, account number, income proof, IDs |
| Youth age 16–24 | Flourish Initiative / Flourish Home, Coordinated Entry, school or youth supports | Age verification if available, safe contact, guardian/custody issues if minor, school status |
| Veteran | Columbia VA, SSVF-style veteran housing supports, Coordinated Entry | Veteran status, DD214 if available, VA connection, income, disability status |
| Disability / behavioral health | DMH housing supports, RAP if eligible/funds available, Compass/Medicaid care coordination, Coordinated Entry | Diagnosis/disability verification if needed, Medicaid, provider contact, income, housing barrier summary |