General HMIS Functionality
Managing a Participant's Record
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Learn about HUD Data Elements -
Case Note Guidance in HMIS -
How to Enter a Case Note -
How to Print Case Notes -
How to Record Client-Level Notes in HMIS -
How to Record Program-Level Notes in HMIS -
Case Note Guidance in HMIS -
How to Record Client’s Permanent Housing Address -
How to Create and Maintain a Participant’s Contact Information -
How to Add Initial Contact Date -
Updating ROI in HMIS -
How to Manage Client Consent -
Revocation of Consent -
How to Manage ROI Information for Existing Participants -
How to Manage ROI Information for New Participants -
When Should I Set an HMIS Record to be Private? -
How to Assign a Case Manager -
Removing a Participant from a Household -
How to Add or Join in Household Management -
How to Remove a Client from a Family/Household Group -
Adding a Client in HMIS -
Creating a Profile in HMIS -
How to Avoid Duplication -
How to Update a Participant’s Record in HMIS -
How to access the Unique Identifier -
Date of Birth and Quality of DOB field entry (flow chart) -
Ethnicity vs Race in HMIS Demographic Section -
Tribal Affiliation HMIS Guidance -
How to Record a Public Alert -
Add a Note to a Service -
How to Print Clarity ID Card -
How to Add Documents and Forms in HMIS -
How to Upload Documents in HMIS -
New Program Enrollment Questions -
How to Reactivate a Program Record -
How to Add Service Transactions to a Client -
Attendance Feature in HMIS -
How to Record Attendance Services by Scanning -
How to Manually Record Attendance Services -
How to Delete a Participant's Record in HMIS -
How to Retrieve a Participant's Deleted Record in HMIS -
Documenting Referrals in HMIS -
Referral Process in HMIS -
How to Record a Referral Service -
How to Conduct an Update Status and Annual Assessment -
What is a Status Update Assessment -
Key Data Elements to Track when Permanent Housing is Found -
How to access Housing Vacancy form -
How to update an exited clients record -
How to Reopen and Edit a Program for a Participant Previously Exited -
HMIS Profile Merge -
HMIS Profile Merge and Move -
Occupancy Tracking of Large Families in HMIS -
HMIS Employment Screening Tool -
Housing Stability Plan in HMIS -
How to Add Client Appointments -
How to Subscribe to iCalendar -
How to Send a Message in HMIS -
How to Group a Household and Enroll into a Program in HMIS
Reports
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How to Generate HMIS Data Quality Report -
How to Generate Program Roster Report -
How to Run a Program Roster Report -
Enterprise Grant Management KPI Submission Guidance -
Guidance to Obtain "Minimize Exits to Unknown Housing Destination" KPI for EGMS Progress Report Submission -
Guidance to Obtain "Program Enrollees have Tier 1 Assessment Completed" KPI for EGMS Progress Report Submission -
Guidance to Obtain "Attain HS Diploma or GED" KPI for EGMS Progress Report Submission -
Guidance to Obtain "CES Assessments Completed" KPI for EGMS Progress Report Submission -
Guidance to Obtain "Program participants will be engaged in Problem-Solving conversations, with the outcome documented via the Problem-Solving Tracking Tool in HMIS" KPI for EGMS Progress Report Submission -
Guidance to Obtain "Maintained or Exited to Permanent Housing" KPI for EGMS Progress Report Submission -
Guidance to Obtain "Remained in Safe Haven or Exited to Permanent Housing" KPI for EGMS Progress Report Submission -
Guidance to Obtain "Contracted to Serve" KPI for EGMS Progress Report Submission -
Guidance to Obtain "Maintained Active Status in Post Secondary Program" KPI for EGMS Progress Report Submission -
Guidance to Obtain "Exits to Permanent Housing or Temporary Housing Destination" KPI for EGMS Progress Report Submission -
How to Run a Case Note Report -
Intro to Looker -
How to Generate Client Reports -
How to Generate and Download an APR to CSV Format -
How to Run the Program Details Report -
How to Generate the Program Detail Report -
How to Generate the Housing Census and Current Housing Availability Reports -
Homeless Timeline Guide -
How to Generate and Download an APR CSV Format -
How to Run the Program Roster Report in HMIS -
How to Run the Program Linked Service Review -
How to Run the Service Summary Report in HMIS -
How to Run The Assessment Details Report -
How to Run the Program Outcome Measures Report -
Guidance to Obtain Exits to Permanent Housing -
Monthly Management Report Training -
HMIS Inventory Dashboard -
Manual APR walkthrough 2021
Managing Your HMIS Account
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What is HMIS? -
Learn about HMIS Agreements -
How to Re-Activate HMIS User Account -
How to Update Your Name or Picture in Clarity -
How to Change your Email and Password in HMIS -
How to Reset/Unlock Clarity Password -
Termination of Employee and HMIS -
How to Switch Agencies -
How to Reset Your HMIS Password -
How to Update Your Email Address in the Centralized Training Academy (CTA)
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