This page provides an outline and links to the core CoDa requirements for Compass Clara House staff. If you don't see what you're looking for here, use the main search bar to search by topic or keyword.
1. CoDa Basics (all CoDa users)
Important! If you are a new CoDa user or need a refresher on CoDa basics, make sure to review the CoDa Introductory Guides first.
2. Intro to Compass Clara House
- Clara House Program Model
- Clara House Performance Management Requirements - see Page 1 of the "Cheat Sheet" for Clara House and Pages 8-9 for definitions
3. Clara House Case Record
4. Client Engagement
- Entering Service Entries & Progress Notes (all Coda users)
- Clara House Service Entry Definitions - pages 3-5
5. Room Occupancy
- Entering Room Occupancy - The "Room Occupancy" object is used to track the client's room/unit number and move-in/move-out details and is required for all enrolled clients at Clara House.6. Checklists & Consent Forms
- Uploading Files (all CoDa users)
7. Assessments
- Family Assessment Matrix (FAM): The Compass Family Assessment Matrix or “FAM” is a tool that case managers use to track their client’s level of stability on 14 different categories over time. Case Managers at Clara House are responsible for conducting a FAM assessment within the first 30 days of the client moving into shelter and then every 90 days thereafter.
8. Housing Trackers (all CoDa users)
Clara House staff are required to enter housing trackers for clients at INTAKE, ENROLLMENT, and PROGRAM EXIT.
- Intake: Refers to the client's living situation prior to moving into Clara House.
- Enrolled: The family's living situation while enrolled in the program. For Clara House, Living Situation = Transitional Housing, Facility = Compass Clara House.
- Program Exit: The family's living situation when they exit Clara House.
For more specific definitions and instructions on how to enter the living situation using the housing tracker, visit the following links:
9. Income Tracker
Clara House staff are required to collect client income on a quarterly basis (and update income if it changes during the quarter). All earned income, cash, and non-case benefits are tracked on the Income Tracker. For instructions on how to enter income into CoDa, visit the following links.
10. Employment Tracker
Clara House staff are required to track the family's employment situation at intake, if/when their employment situation changes, and at program exit.
11. Childcare Tracker
For families that have children enrolled in childcare at Clara House: you will need to enter a childcare tracker for each enrolled child. Make sure to close the childcare tracker once the child has ended care.