NEW: Tier 1 Processes 10

• 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 10

NEW: Tier 2 Processes 3

• HMIS Admin: Processing Referrals to PT/HFG (URGENT)
• PAO Process & HMIS Admin Support
• (Tier 2) Post Placement Instructions

NEW: Tier 3 Processes 7

• (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 7

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

Release of Information (ROI) Forms 8

• 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 8

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

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

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 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 6

• 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

View all 6

Pathways Assertive Outreach 1

• Pathways Assertive Outreach Training Video

Warming Centre Training Video 1

• Warming Centre & Qlik Training Video

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