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What is an Annual Assessment?

Published in Program Assessment 2 mins read

An Annual Assessment is essentially a look at a client's current situation within a program.

Based on the provided information, an Annual Assessment serves as a snapshot of how the client is doing in the program. These assessments are performed by providers who are tasked with gathering specific data points.

Key Aspects of an Annual Assessment

  • Purpose: To capture a current view or "snapshot" of a client's status within a program.
  • Who Conducts It: Providers who are required to do so.
  • Required Data: The providers must collect specific information from the client.

Data Collected in an Annual Assessment

According to the reference, providers are required to collect the following data elements during an Annual Assessment:

  • Income and Sources: Details about the client's earnings and where they come from.
  • Non-Cash Benefits: Information about benefits received that are not in the form of money (e.g., food stamps, housing assistance).
  • Health Insurance: Details about the client's current health coverage status.
Data Element Description
Income and Sources Current earnings and origins of income.
Non-Cash Benefits Non-monetary assistance received.
Health Insurance Status of health coverage.

These assessments help programs understand the ongoing needs and circumstances of their clients year after year.

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