Case Notes – Delete from HMIS
Sometimes the HMIS Team requires administrative support from the ServicePoint vendor, WellSky. Examples of support requests include deleting specific Case Notes from HMIS. This support can be requested by submitting a ticket via WellSky’s (SalesForce) portal:
https://portals.force.com/supporthub/s/
To have a case note deleted from HMIS ServicePoint, follow these steps once logged into portal:
*Confirm the nature of the note requires deletion in first place (consult HMIS Team for confirmation).
1. Click on Community, and then WellSky Community Services
2. Click on My Cases and then New Case
Be sure to include the following details in the request:
- Share the Client ID Number
- Inform them to go to the Case Plans tab
- Inform them to go to the appropriate Case Plans folder name
- Inform them specifically which case note(s) must be removed
Once Wellsky has confirmed, the task is complete. Check the client’s profile in HMIS to ensure the case notes were correctly removed. If necessary, inform the HMIS user who alerted you of this issue that the case note in question is removed from the client’s Case Plans tab
Case Notes – Lost/Not Visible
If a user states that a client’s Case Notes folder is “disappeared” this is indicative of a visibility issue due to an invalid client ROI.
To resolve the issue, take the following steps:
- Access the client’s profile then click on the Case Plans tab:
- Review the “Date Goal was Set” field for the date inputted:
- Review the program ROI Start Date:
- Adjust the program ROI start date so that it is either the same as or before the date inputted in the “Date Goal was Set” field:
- Shadow user to ensure user has visibility to Case Note folder in question