Client Data Entry

How To Follow The Golden Rule of Data Entry
Enter data in the HMIS using the SEQUENTIAL ORDER OF THE TABS! No data should be entered on a tab until all data points in the previous tabs are complete.  ...
Fri, 10 Dec, 2021 at 8:58 AM
How To Search For An Existing Client
Once clients have been added to the HMIS database, they can be easily accessed through the ClientPoint search tool. The way ClientPoint is designed, you mus...
Fri, 16 Jul, 2021 at 10:33 AM
How To Add A New Client In HMIS
Whenever adding a new client into ServicePoint, you must first search the database for matching clients to avoid duplicate counts in the system. How to sear...
Tue, 22 Jun, 2021 at 8:49 AM
How To Complete Data Entry Under The Client Profile Tab
Step 1 of the Golden Rule of Data Entry in HMIS is completing data entry under the Client Profile tab in HMIS.   Client Record      The Client R...
Tue, 22 Jun, 2021 at 9:08 AM
How To Add A File Attachment To A Client Profile
File Attachments  This section, found on the Client Profile tab in Client Information, collects all file attachments uploaded to the Client’s profile th...
Tue, 22 Jun, 2021 at 9:09 AM
How To Add A Client Note On The Client Profile Tab
Client Notes  Also known as the pop-up messaging system, this section is for generic, non-confidential notes about the client, not sensitive case no...
Wed, 8 Dec, 2021 at 11:07 AM
How To Add A ROI (Release of Information)
A ROI is added from the ROI tab on the Client Information screen.   1.   Locate a client using Client Search and navigate to the Client Profile. In the Cl...
Tue, 22 Jun, 2021 at 9:11 AM
How To Add An Incident On The Client Profile Tab
Incidents  This section is an optional tool and allows your Agency/Program to indicate and track specific Client Incidents.    1.     To add a...
Tue, 22 Jun, 2021 at 9:11 AM
How To Start A New Household In HMIS
Completion of data on the Households tab is the second step in adhering to the Golden Rule of Data Entry in HMIS.   NOTE: The Households tab is ONLY for...
Wed, 23 Mar, 2022 at 12:36 PM
How To Create A Client Entry Into Your Program
To record a client’s participation in your program, click on the Entry/Exit tab. This step can also be referred to as intake, enrollment, participation, ...
Fri, 20 Oct, 2023 at 12:07 PM