Referrals & Services

How To Refer A Client To Another Program (through Program Transfer or Housing First Graduates)
It is important to note that, in HMIS, you cannot create a referral from your program directly into another Program.  You must create a referral to one of t...
Mon, 3 Apr, 2023 at 10:44 AM
How to Add A Service
The service functionality can be used to easily track what services a client has received from your program over time.  This article will show you:    How...
Wed, 29 Jun, 2022 at 9:52 AM
How to Create a Referral to Pathways Assertive Outreach
Before adding a referral to Pathways Assertive Outreach, ensure that the Release of Information (ROI) - Cross Agency/FOIP has been signed by the client and ...
Tue, 27 Jul, 2021 at 4:09 PM
Locating Outstanding Referrals
Agencies can review their outstanding referrals in two ways. Review the two options below and follow the steps to identify the outstanding referrals. If th...
Mon, 24 Oct, 2022 at 9:52 AM