ROI is an acronym for Release of Information.  ROIs are consent statements from clients that allow their client data to be visible and shared throughout the HMIS.  There are currently 3 versions of ROIs that HMIS refers to.  The first one is mandatory for any data entry for your clients in HMIS.  The other two are only required in certain situations described below.


1) Agency/Program ROI:  An Agency Internal Release of Information (ROI) is an agreement between the client and the agency working with that client.  It is the document by which the client acknowledges that they understand and approve of the agency collecting, storing and using their personal information for the purpose of providing a service to that client. All clients require an Agency ROI, as per the Golden Rule of Data Entry.  It acts as a trigger to activate your agency's default visibility settings.  Also, a valid Agency ROI is required to transfer a client from one program to another.  It is not required to upload this document to HMIS.


2) CAA ROI: This gives permission to share the client’s information at the CAA Placement Tables, and thus be placed within a new program.  Click here for further details and the link to the document.  If this ROI is to be used, it is required to be uploaded to HMIS in the client's profile.


3) Cross Agency ROI:  This is not the same as the CAA ROI and is a separate document.  Also known as the FOIP ROI, this document gives one Agency/Program (and HMIS) permission, from the client, to share specific additional data elements not covered by the CAA ROI with another Agency/Program.  Click here for further details and the link to the document.  If this ROI is to be used, it is required to be uploaded to HMIS in the client's profile.