Click on the attachment down below to download the HMIS Reference Guide.
This is a reference guide for [BoS] HMIS 201 training. This includes screenshots and guidance on the HMIS workflow.
- Accessing and Completing Release of Information (ROI) Page
- Adding Client Profiles to HMIS
- Adding Services
- Attendance Based Services
- Creating Client Notes and Public Alerts
- Editing a Client's Relation Status
- Enrolling Additional Household Members
- Enrolling Clients in a Project
- Exiting Clients from a Project
- Global Household VS Program Household
- Managing the Global Household
- Understanding Individual Enrollments and Group Enrollments
- Moving Clients Between Households
- Reactivating Client's Enrollments
- How Do I Remove a Program Exit?
- Removing a Household Member that was Added in Error
- Removing Clients from a Household in an Enrollment
- Searching for a Client
- Status and Annual Assessments