Client Data Entry

How To Use The Enter Data As (EDA) Mode
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 en...
Wed, 13 Jul, 2022 at 3:17 PM
How To Add A Goal (Case Note Folder) To Case Plans
Use Goals, Action Steps and Case Notes as a tool to plan self-sufficiency and track outcomes.   1.    To create a goal or case note folder to a case pla...
Fri, 25 Jun, 2021 at 8:50 AM
How To Edit A Goal (Case Note Folder) In Case Plans
Once a goal has been added for the client, you can edit, update, or follow up on any part of that goal.   1.   From the open client record, click the Case...
Tue, 22 Jun, 2021 at 9:20 AM
How To Add A Daily Case Note To A Goal (Case Note Folder)
Once you have successfully created a Goal or Case Note Folder on a client's record, you can add daily case notes to the Goal.  See Article: How To A...
Fri, 25 Jun, 2021 at 8:42 AM
HMIS ServicePoint Basic Functions
1. Do not use the forward or back buttons at the top of your internet browser! Use the software tabs! 2. Click the save button before moving on to anoth...
Wed, 8 Dec, 2021 at 10:36 AM
Common Data Quality Issues: Male participants answer Yes to Pregnant
According to reporting requirements from the Government of Alberta, participants in program who identify as male must answer “No” to the question of “Are yo...
Thu, 17 Feb, 2022 at 3:04 PM
Common Data Quality Issues: Chronic vs Episodic section of Housing First Move in Assessment
Please adhere to the instructions on the Move in Assessment to complete this section. As stated, please choose “Yes” for EITHER ‘chronically homeless’ or ‘e...
Thu, 17 Feb, 2022 at 3:05 PM
Common Data Quality Issues: How to complete the Exit Survey on Housing First Exit Assessment
The Housing First Exit Assessment is client centric, which means it should be filled out from the client’s point of view. At the beginning of the assessment...
Thu, 17 Feb, 2022 at 3:07 PM
Common Data Quality Issues: How to fill out Health and Legal sections of Move in/Quarterly Assessments
On the Housing First Move in and Housing First Quarterly Assessment, there is a health section and a legal section near the end of the assessment. There are...
Thu, 17 Feb, 2022 at 3:08 PM
Common Data Quality Issues: FOIP notification is left blank
Before entering any client data into the HMIS database, all staff should ensure the FOIP notification has been read and discussed with their client. For you...
Thu, 17 Feb, 2022 at 3:15 PM