HMIS Reference Guide

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. 

Topics 

1. Accessing and Completing Release of Information (ROI) Page
2. Adding Client Profiles to HMIS 
3. Adding Services 
4. Attendance Based Services
5. Creating Client Notes and Public Alerts 
6. Editing a Client's Relation Status
7. Enrolling Additional Household Members 
8. Enrolling Clients in a Project 
9. Exiting Clients from a Project 
10. Global Household VS Program Household 
11. Managing the Global Household 
12. Understanding Individual Enrollments and Group Enrollments 
13. Moving Clients Between Households
14. Reactivating Client's Enrollments
15. How Do I Remove a Program Exit?
16. Removing a Household Member that was Added in Error 
17. Removing Clients from a Household in an Enrollment
18. Searching for a Client 
19. Status and Annual Assessments