Click on the "Services" How Do I Search for Clients? to learn how to find your client's file. page within your client's profile. See
Click on the "New Request for Assistance" (or whatever the dark blue button is labelled at your organization) button to add a visit.
- Date: automatically set to the current date. This can be changed manually if the pick up or delivery date has passed.
- What were the reasons for this visit: check off any reasons that apply for why the client needs housing or rental assistance
From the dropdown list, select the "Housing" or "Utilities" crisis type.
Go to Housing Assistance to see instructions on how to complete this section.
Go to Utilities Assistance to see instructions on how to complete this section.