Sample Workflow for Continuums of Care and Managed Care Plans to Conduct a Client Data Match

2025

This section of the CalAIM Toolkit for Continuums of Care (CoCs) and CoC Partners presents a simple workflow that CoCs and MCPs can use to accomplish this kind of client data match, as well as a list of recommended data elements to include in the matching process.

The workflow and data element lists contained in this tool are intended to provide practical guidance only, not legal advice or guidance. Each CoC and partner MCP should discuss what data they need to share to accomplish their data match and care coordination goals and should consult with County, MCP, or other legal counsel.