Universal Content: ClientPoint Data Entry Guides
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, 5 Mar, 2025 at 9:20 AM
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...
Wed, 5 Mar, 2025 at 9:18 AM
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...
Wed, 5 Mar, 2025 at 9:22 AM
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. ...
Wed, 5 Mar, 2025 at 9:18 AM
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...
Wed, 5 Mar, 2025 at 9:28 AM
File Attachments This section, found on the Client Profile tab in Client Information, collects all file attachments uploaded to the Client’s profile th...
Wed, 5 Mar, 2025 at 9:47 AM
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, 5 Mar, 2025 at 9:33 AM
Incidents This section is an optional tool and allows your Agency/Program to indicate and track specific Client Incidents. 1. To add a...
Wed, 5 Mar, 2025 at 9:33 AM
An ROI is added on the ROI tab on the Client Information screen. 1. Locate a client using Client Search and navigate to the Client Profile. In the Cli...
Wed, 5 Mar, 2025 at 9:31 AM
Golden Rule of Data Entry in HMIS Enter data in HMIS ServicePoint using the sequential order of the tabs. No data should be entered in a tab until all ...
Wed, 5 Mar, 2025 at 9:43 AM