• AIRS – Alliance of Information and Referral Systems
  • AHAR – Annual Homeless Assessment Report
  • APR – Annual Performance Report
  • ATA – Agency Technical Administrator
  • CAPER – Consolidated Annual Performance and Evaluation Report
  • CES – Coordinated Entry System
  • CDBG – Community Development Block Grant CoC - Continuum of Care
  • CH – Chronically Homeless
  • CoC – Continuum of Care
  • DOB – Date of Birth
  • DQSC – Data Quality Sub-Committee
  • DV – Domestic Violence
  • ES – Emergency Shelter
  • ESG – Emergency Solutions Grant
  • EVHI – Ending Veteran Homelessness Initiative
  • Homeless Emergency Assistance and Rapid Transition to Housing HIPAA - Health Insurance Portability and Accountability Act of 1996
  • HMIS – Homeless Management Information System
  • HoH – Head of Household
  • HOPWA – Housing Opportunities for Persons with AIDS
  • HPCC – Homeless Prevention Call Center
  • HUD – Housing and Urban Development
  • NOFA – Notice of Funding Availability PIT - Point in Time
  • NP - Non-Participating (Agency is listed as not using ServicePoint or no longer in operation)
  • PATH - Projects for Assistance in Transition from Homelessness
  • PPI – Personal Protected Information
  • PSH – Permanent Supportive Housing
  • RHY – Runaway and Homeless Youth
  • ROI – Release of Information
  • RRH – Rapid Re-Housing
  • SH – Safe Haven
  • SHP – Supportive Housing Program
  • SRO – Single Room Occupancy
  • SSI – Supplemental Security Income
  • SSN – Social Security Numbe
  • SSO – Supportive Services Only
  • SSVF – Supportive Services for Veteran Families
  • UDE – Universal Data Element
  • TANF – Temporary Assistance for Needy Families
  • TFA – Temporary Financial Assistance
  • VASH – Veteran Affairs Supportive Housing

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    Locking a Client Record

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    Rischelle Fajardo
    • Updated
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    How do you know if a client record is being SHARED or NOT SHARED with other HMIS partner agencies?

    This article covers:

    1. When to lock records
    2. Adjusting Visibility Settings
    3. Restrictions on record locking

     

    When to Lock Records

    1. According to their Release of Information responses:

    a. Release of information: Options B or C

    b. Supplemental: Does not agree to share disability Information

    mceclip0.png

    2. If the client is fleeing or attempting to flee a domestic violence or human trafficking situation

    3. If the client self-reports as being HIV/AIDS positive

    4. If the client is an unaccompanied minor

     

    Adjusting Visibility Settings 

    padlock_open.png Green and unlocked/open SHARED with other partner agencies
    padlock_closed.png Red and locked/closed NOT SHARED with other partner agencies

     

    1. Click on the lock icon.01_unlocked.png
    2. The Client Visibility window will appear. Click on the red circle with the minus sign to take away data sharing.lockrecords.gif
    3. Click Exit and the record is now locked.02_locked.png

     

    Restrictions on record locking

    If you see "***Restricted***", contact the Helpdesk to lock the record for you.

    client_visibility.png 

     

    Questions? Contact the Helpdesk

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