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Knowledge base
HMIS Admin Support (Internal Folder)
NEW: Tier 1 Processes
8
Freshdesk: Processes & Accountabilities
User Admin Reference: User Roles (within HMIS)
HMIS Admin - User Account Management & License Clean Up
User Admin: HMIS Access for NEW Users
HMIS User Admin: Editing User Accounts
View all 8
NEW: Tier 2 Processes
2
HMIS Admin: Processing Referrals to PT/HFG (URGENT)
(Tier 2) Post Placement Instructions
NEW: Tier 3 Processes
6
(Tier 3) Provider Configuration in HMIS (Building Programs)
(Tier 3) Coordinated Outreach Dashboard - Data Quality Assurance Process
Assessment Questions: Adding or Editing
Outreach HMIS Provider/Program Build
Reviewing HMIS patches and update notes
View all 6
Archive
3
(Oct. 2023 - See HMIS SS ManMustard Seed / CAA Merge process
Open Visibility from Agency to CAA
(Tier 1) Process Training Requests - Coordinated Outreach
HMIS Forms
Release of Information (ROI) Forms
7
Release of Information (ROI) - Cross Agency/FOIP
Release of Information (CAA ROI) - Coordinated Access & Assessment
Coordinated Outreach - List of Participating Programs
Release of Information (Coordinated Outreach ROI) - Participant Consent Form
Case Conference Release of Information
View all 7
HMIS Specific Forms
10
CHF Digital Platforms User Agreement (formerly: HMIS New User Agreement)
Client Privacy Grievance Form
Withdrawal of Consent (to Collect Personal Information in HMIS)
All Agency PAO Referral Instructions
PAO ShelterPoint Client Check in/Check out Process
View all 10
HMIS User Help Documents
User Profile
2
How to change my email address tied to my HMIS ServicePoint account
How to reset my HMIS account password
Client Data Entry
29
How To Follow The Golden Rule of Data Entry
How To Search For An Existing Client
How To Add A New Client In HMIS
How To Complete Data Entry Under The Client Profile Tab
How To Add A File Attachment To A Client Profile
View all 29
Frequently Asked Questions
1
What do I do if I suspect a Client's Personal Information has been breached?
Common Issues
1
My Case Notes Have Disappeared.
Referrals & Services
3
How To Refer A Client To Another Program (through Program Transfer or Housing First Graduates)
How to Add A Service
Locating Outstanding Referrals
Guides to Reports
5
How To Access Reports In HMIS ServicePoint
A Guide to ART Reporting In HMIS
ART Data Quality Checklist
Data Summary Sheet User Guide
Key Performance Indicators (KPI) Guide
HMIS Training Manuals
8
Coordinated Outreach Data Entry in HMIS ServicePoint (Training Manual)
PBSH Community Extension HMIS Training Manual
Trellis - Unity Outreach HMIS Checklist
HMIS Data Entry for Warming Centres (F2024/25 Manual & Checklists)
Pathways Assertive Outreach Staff Training Manual
View all 8
MAGE
1
How to Navigate MAGE
Archive - User Help Docs
0
Glossary, Accountabilities
HMIS Glossary
17
Active Entry
CAA
Data Quality
EDA
The Golden Rule Of Data Entry
View all 17
CHF Platform Accountabilities
2
Calgary Homeless Foundation Data Collection Policy (Version 2.0)
CHF Platform Accountabilities
HMIS Training Videos
HMIS Basic Training
28
HMIS Basic Training FAQ
HMIS Basic Training Overview
HMIS Basic Training Video Series Index
HMIS Basic Training Resource Guide
Module 1: Intro to CHSSC & HMIS, Topic 1: Introduction
View all 28
(HISTORICAL) ART Training
0
Coordinated Outreach Training
1
Coordinated Outreach Training - Data Entry in HMIS
Qlik Community Dashboard Training
5
Qlik Community Dashboard: Training Video
Qlik Community Dashboard: Frequently Asked Questions (FAQ)
Qlik Community Dashboard: Qlik Mechanics
Qlik Community Dashboard: Housing Programs
Qlik Agency Housing Location Map Instructions
Pathways Assertive Outreach
1
Pathways Assertive Outreach Training Video
Warming Centre Training Video
1
Warming Centre & Qlik Training Video
Assessments (Downloadable & Printable)
Guides to Completing Assessments
2
How To Answer A Sub-Assessment Question
Assessment by Program Type
Client Demographics & Universal Data Elements
1
Client Demographics & Universal Data Elements PDF
Emergency Shelter Services
1
Emergency Shelter Intake Interview
Coordinated Access & Assessment
4
NSQ - Single Adults VI SPDAT with Additional Questions
NSQ - Families VI SPDAT with Additional Questions
NSQ - Youth VI SPDAT with Additional Questions
CAA Housing Plan
Coordinated Encampment
1
Coordinated Encampment Assessment
Coordinated Outreach
1
Coordinated Outreach Assessment
Diversion Services
3
Diversion Intake Assessment
Diversion Exit Interview
Diversion 3 Month Post-Exit Follow-Up
Housing First: Housing with Intensive Supports, Place-Based Supportive Housing and Rapid Rehousing
9
Housing First Move-In Assessment (Single Adult & Youth)
Housing First Move-In Assessment (Families)
Housing First Quarterly Follow-Up Assessment
Housing First Quarterly Follow-Up Assessment (Families)
Housing First Quarterly Follow-Up Assessment (YOUTH)
View all 9
Prevention Services
4
Prevention Intake Assessment
Prevention 3 Month Follow-Up Assessment
Prevention Exit Interview
Prevention 3 Month Post-Exit Follow-Up
Rental Subsidy Services
3
Rental Subsidy Program Intake Interview
Rental Subsidy Quarterly Follow-Up Interview
Rental Subsidy Program Exit Interview
Transitional Housing Addictions
3
Transitional Housing Addictions - Intake Assessment
Transitional Housing Addictions - Exit Assessment
Transitional Housing Addictions - 3 Month Post-Exit Assessment
Other Support Services
2
SUPPORT SERVICES INTAKE ASSESSMENT
Warming Centre Assessment