All HMIS ServicePoint user profiles are attached to one program within an agency. This serves as the user's default provider. Some users may need to enter data for multiple programs within their agency (ex. Shelter and a Housing program).
When logged onto ServicePoint, you can easily identify your default provider by looking in the top left corner of the screen, directly under Calgary Homeless Foundation.
When a user logs onto ServicePoint, this default provider will be the provider/program you will be entering data into UNLESS a different provider/program is selected by using the EDA mode.
Users that enter data for only one program:
- Users that enter data for only one program do not need to use/click Enter Data As. This means that as soon as you log onto ServicePoint, you can just begin to enter data for that program.
Users that enter data for multiple programs:
- Users that enter data for multiple programs must pay close attention to which program they are entering client-level data so that the client information gets entered and saved into the correct program in ServicePoint.
Using Enter Data As (EDA) mode:
- Log onto ServicePoint
- As shown in above graphic, at the top left corner, under Calgary Homeless Foundation, your program name and agency is displayed (this is your default provider).
- If you enter data for multiple programs, select (click on) the Enter Data As mode at the top right corner of your screen, under your name.
- The Enter Data As Provider Search box will open. Click the green plus icon next to the appropriate program you need to enter client data into.
5. The program selected will now be listed next to the Enter Data As icon. Following the Golden Rule, you can now proceed to enter client data.
See Related Video: Module 2: Intro to HMIS ServicePoint, Topic 2: ServicePoint Interface