General HMIS Participation
This page applies to all users of the HMIS. At a very minimum, users of the system must comply with requirements set out on this page.
Training Manuals & How-To Documents
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General Training Manual (PDF)
General Purpose Training Manual for non-specific programs. -
HOW-TO: Verification Tool (PDF)
Steps necessary to upload scanned PDF documents. -
HOW-TO: Eligibility Screening Tool (PDF)
Steps necessary to gauge client eligibility within the HMIS. -
HOW-TO: Run Agency Reports (PDF)
Steps necessary to access and run agency level reports from the Report Library.
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HOW-TO: Add Service Costs (PDF)
Steps necessary to add Costs to service placements. -
HOW-TO: Link Family/Social Groups (PDF)
Steps necessary to create and link Groups within HMIS. -
HOW-TO: Photo ID Tool (PDF)
Steps necessary to store and include photo identification to a client record.
Sample Forms |
Video Demonstrations |
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NEW Sample Basic Intake Form v2.0 (PDF)
Captures Universal Data Elements required for each client. -
Sample Basic Intake Form v1.0 (DOC)
Captures Universal Data Elements required for each client. -
HMIS Intake Desk Sign (DOC)
Must be clearly posted at all client intake locations.
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Search / Create Client Searching and creating a complete client with universal data elements. |
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Placing Regular Services Placing an existing client with services using start and end dates. |
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Running General Reports Running general Client List and Demographics Reports. |
NOTE: Videos are not yet available. We will post them as soon as they are!
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