Step	HMIS  Module	HMIS Location	Action	Instructions	Question  Requirement	Stakeholder  Need	Who can see this data?  (Visibility)
1	ClientPoint	Search Screen	Search Client	Search HMIS for Client (use less is more search)	Mandatory	All	Agency-specific, unless valid Outreach ROI exists
2	ClientPoint	Summary Tab - Client Outreach Demographics	Confirm FOIP & Permission to Share Information	Navigate to Outreach Client Demographics
				Update FOIP notification	Mandatory	All
				Update 'Has Client given consent…'	Mandatory*	Coordinated Outreach
3	ClientPoint	Summary Tab - ROI Box	Add ROI	Navigate to ROI Box		Coordinated Outreach	Valid ROI Row opens visibility of select fields to Coordinated Outreach Agencies
				Add ROI Row	Mandatory*
				Upload Coordinated Outreach ROI	Mandatory*
				*If Client does NOT agree to share information with other Agencies, DO NOT add an ROI Row. Proceed with entering all other applicable data. (The absence of the ROI Row is what will limit visibility of the information to other agencies.) Applicable Agencies are required to upload Coordinated Outreach ROI doc.
4	ClientPoint	Summary Tab - Client Outreach Demographics	Complete Outreach Client Demographics	Answer remaining questions	Mandatory*	Coordinated Outreach	With valid ROI row, visible to Coordinated Outreach Agencies
			Complete Client Contact Information	Answer applicable questions	Optional	Coordinated Outreach	With valid ROI row, visible to Coordinated Outreach Agencies
			Complete Emergency Contact Information	Press 'Add' to answer applicable questions	Optional	Coordinated Outreach	With valid ROI row, visible to Coordinated Outreach Agencies
5	ClientPoint	Entry/Exit Tab	Provide Program Entry	Add entry date	Custom	Agency	Agency specific
6	ClientPoint	Assessments Tab	Complete Unity Assessment	Answer applicable questions	Custom	Agency	Agency specific
7	ClientPoint	Summary Tab - Services Box	Add Applicable Service(s)	Press 'Add Service' (not 'Add Multiple Services')		CHF
				Answer applicable fields	Fields are program-specific		With valid ROI row, visible to Coordinated Outreach Agencies
8	ClientPoint	Summary Tab - Case Managers Box	Add Applicable Case Managers	Press 'Add Case Manager'	Optional	Agency
				Answer applicable fields			With valid ROI row, visible to Coordinated Outreach Agencies
9	ClientPoint	Summary Tab - Goal Box	Add Sensitive Case Note to Goal / Create New Goal	If no goal exists, create new one	Optional	Agency	Agency-specific
				If goal exists, add case note to pre-existing goal	Optional		Agency-specific
10	ClientPoint	Client Profile Tab - Client Notes	Add Generic Client Alert/Note	Press 'Add New Client Note'	Optional	Coordinated Outreach	With valid ROI row, visible to Coordinated Outreach Agencies
				Update applicable fields