Enter data in the HMIS using the SEQUENTIAL ORDER OF THE TABS! No data should be entered on a tab until all data points in the previous tabs are complete. 

Information sensitivity increased the further right you move across the tabs. Please ensure you follow the Golden Rule to protect and secure  the Client's information.   

• Do you have duplicate profiles for this client?   See article: How to search for an existing client
• Double check you’re good on FOIP
  • Important Note on FOIP:

     Clients must understand the following before being entered in to the Calgary HMIS:

    FOIP verbal notification:

     Client is consenting to share personal information within the Agency

     If the client is intoxicated leave a note in Client Note section under client’s profile to get other caseworkers to explain it upon the next check-in.

     The Agency collects personal information about the people they serve in a computer system called the Calgary HMIS.

     The HMIS is used by agencies which provide shelter and housing related services in Calgary.

     Agencies using the HMIS comply with all the requirements related to keeping their personal information private and secure.

     Agencies will use the personal information to run programs and improve services.

     Clients have a right to review the information that agencies have about them. If they find mistakes, the client can ask an agency to correct them.

• Have you completed the Client Profile Tab?
• How many households do you have? How many do you need?

• Who is your Head of Household (HoH)? Is their relationship to HoH correct?

• Have you completed the Client Profile & Households tabs?
• Is there a valid ROI? Is it about to expire?  What is a ROI? 
  • If the ROI has expired, or is about to expire, don't adjust the dates on the existing ROI.  Obtain and add a new VALID ROI.  See Article: How to add a ROI (Release of Information)

• Have you completed the Client Profile, Households, and ROI tabs?
• Is my client active in my program? Do they have an entry?
• How many of my Agency’s programs are they active in? (How many should they be?)

• Have you completed the Client Profile, Households, ROI and Entry/Exit tabs?
• Have I assigned a Case Manager?

View Related Video: Module 3: ClientPoint Workflow, Topic 2: Golden Rule of Data Entry