Tier 1 Processes 11

• Freshdesk: Processes & Accountabilities
• HMIS Provider Hierarchy
• User Admin Reference: User Roles (within HMIS)
• User Admin: HMIS Access for NEW Users
• (2025) HMIS Basic Training - Revised Internal Admin Instructions

View all 11

Tier 2 Processes 6

• HMIS Admin: Processing Referrals to PT/HFG (URGENT)
• PAO Process & HMIS Admin Support
• (Tier 2) Post Placement Instructions
• Withdrawal of Client Consent / Deleting Client Profiles
• Troubleshooting Case Notes

View all 6

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

CHF Platform Accountabilities 1

• CHF Platform Accountabilities

User Forms 3

• CHF Digital Platforms User Agreement (formerly: HMIS New User Agreement)
• Client Privacy Grievance Form
• Withdrawal of Consent (to Collect Personal Information in HMIS)

Release of Information (ROI) Forms 9

• Coordinated Encampment - List of Participating Programs
• Coordinated Outreach - List of Participating Programs
• Release of Information - Case Conference
• Release of Information (CAA ROI) - Coordinated Access & Assessment
• Release of Information (ROI) - Coordinated Entry Tool (CET for CAA)

View all 9

Guides to Completing Assessments 2

• Assessment by Program Type
• CHF Housing Assessment Revision Guide

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

Day Space 1

• Day Space 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

User Admin 2

• Email Management in HMIS
• Password Reset in HMIS

HMIS Basic Training Video Series 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

Universal Content: ClientPoint Data Entry Guides 22

• Enter Data As (EDA) Mode (in HMIS)
• ClientPoint: Client Search (in HMIS)
• ClientPoint: Create New Client Profile (in HMIS)
• ClientPoint: Golden Rule of Data Entry (in HMIS)
• Client Profile Tab: Data Entry

View all 22

Universal Content: Referrals in HMIS 5

• Training VIDEO: Referrals to Pathways Assertive Outreach (PAO)
• Training MANUAL: Referrals to Pathways Assertive Outreach (PAO)
• Pathways Assertive Outreach Assessment - Hard Copy
• How To Refer A Client To Another Program (through Program Transfer or Housing First Graduates)
• Locating Outstanding Referrals

Data Quality Troubleshooting 4

• Common Data Quality Issues: FOIP notification is left blank
• Common Data Quality Issues: Chronic vs Episodic section of Housing First Move in Assessment
• Common Data Quality Issues: How to fill out Health and Legal sections of Move in/Quarterly Assessments
• Common Data Quality Issues: How to complete the Exit Survey on Housing First Exit Assessment

HMIS Workflow: Coordinated Access & Assessment (CAA) 1

• CAA HMIS Manual for Housing Strategists

HMIS Workflow: Coordinated Encampment 2

• Coordinated Encampment Data Entry in HMIS ServicePoint (Training Manual)
• Encampment Outreach Guidelines

HMIS Workflow: Coordinated Outreach 4

• Training VIDEO: Coordinated Outreach Data Entry in HMIS
• Training MANUAL: Coordinated Outreach Data Entry
• Training CHECKLIST: Coordinated Outreach
• Trellis - Unity Outreach HMIS Checklist

HMIS Workflow: Custom 1

• Mustard Seed Community Impact Centre HMIS Data Entry Checklist

HMIS Workflow: Day Space 1

• HMIS Data Entry for Day Space (Training Manual)

HMIS Workflow: Distress Centre's Coordinated Entry 2

• Distress Centre - Coordinated Entry Training Manual
• Distress Centre - Coordinated Entry Checklist

HMIS Workflow: Pathways Assertive Outreach (PAO) 3

• Pathways Assertive Outreach Staff Training Manual
• PAO ShelterPoint Client Check in/Check out Process
• Pathways Assertive Outreach Staff Referral Screening Process Checklist

HMIS Workflow: PBSH Community Extension 2

• PBSH Community Extension HMIS Training Manual
• PBSH Community Extension HMIS Checklist

HMIS Workflow: Warming Centre 2

• Training VIDEO: Warming Centre & Qlik Training Video
• HMIS Data Entry for Warming Centres (F2024/25 Manual & Checklists)

Universal Content 5

• Training VIDEO: Qlik Community Dashboard
• Training MANUAL: Qlik Mechanics
• QLIK Navigation System Updates
• Qlik Community Dashboard: Frequently Asked Questions (FAQ)
• State of the Sector Definitions

Prevention/Diversion Programs 1

• Prevention & Diversion Qlik Training Manual

Supportive Housing Programs 2

• Training MANUAL: Housing Programs Dashboard & Housing Metric Update
• Qlik Agency Housing Location Map Instructions

Warming Centres 1

• How to Navigate Qlik for Warming Centre Staff

Universal Content 1

• How to Navigate MAGE