Client Types: Direct Service Client

Direct Service Client

Table of Contents:

Direct Service Clients

Required Data for Direct Service Clients

Direct Service Clients:

Direct Service Clients are those who do not receive case management, but instead receive a "quick" service, usually intended to prevent a crisis. Typically, it is assumed that a direct service client's status isn't going to change, but that the direct service will allow the client to either remain stable or become stable (if they were in a crisis) as a result of the service or intervention. Services such as a one-time utility payment, a jobs workshop, obtaining food at a food bank, might be considered "quick" services. 

All Direct service clients must be administered an Intake that collects characteristic and demographic data and a Primary Assessment to determine need, prior to the provision of the services.

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Required Data for Direct Service Clients:

• Section C Demographics - Collected at intake for reporting and data analysis. 
• Budget/Income Verification - Collected to determine eligibility for services.
• Primary Assessment - Baseline assessment of well-being to determine clients’ needs.
• Program Entry/Tracking - Documentation that a client was assigned to an agency program(s). 
• Provision of Service - Documentation that a service(s) was provided to the client.
• Referral Service Assignments - Documentation that a referral was made on behalf of the client. 
• Reassessment - Administer the same scale(s) from the Primary Assessment immediately after provision of service to document the outcome. 
• Employment Information - Where applicable, document employment for CSBG compliance and client case monitoring.

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