Managing a Participant's Record

• 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 Enter a Client
• How to Avoid Duplication
• How to View and Update a Participant’s SSN in HMIS
• 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

• 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

Managing Your HMIS Account

• 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)