For quick referecne, please leverage the below checklist(s) to support HMIS Data Entry:
HMIS Steps:
Step | HMIS Module | HMIS Location | Action | Instructions |
1 | ClientPoint | Search Screen | Search Client | Search HMIS for Client (use 'less is more search') |
2 | ClientPoint | Summary Tab - FOIP | Read FOIP Notification | Indicate HMIS FOIP Notification has been read to Client |
3 | ClientPoint | Summary Tab - Households Box | Add/Edit Household if applicable | Indicate the Head of Household (HoH) if applicable |
4 | ClientPoint | Summary Tab - ROI Box | Add ROI | Navigate to ROI Box and add ROI |
5 | ClientPoint | Summary Tab - MS Community Impact Centre Assessment | Complete Assessment | Answer remaining questions |
6 | ClientPoint | Summary Tab - Services Box | Add Applicable Service(s) | Press 'Add Multiple Services' |
7 | ClientPoint | Summary Tab - Incidents Box | Add Applicable Incidents | Press 'Add New Incident' to add as needed |
8 | ClientPoint | Client Profile Tab - Client Notes | Add Generic Client Alert/Note | Press 'Add new Client Note' and update applicable fields |
9 | ClientPoint | Case Plans Tab | Add Sensitive Client Notes | Press 'Add Goal' to start new folder or press notepad icon to add note to existing folder |