Data Entry, Best Practices and Running Reports
Learn ServicePoint data entry basics and best practices for your agency. In addition, you will also find how to run helpful reports.
Basic Information About HMIS
HMIS ServicePoint Data Entry
- C1 Well-being Data Element Training Resource
- Adding and Reading Client Notes
- Searching for Clients in HMIS
- Creating a Client Record
- Sub-assessments and HUD Verifications
- Chronic Homelessness Questions in HMIS
ShelterPoint Data Entry
Service Transactions
Editing Client Data and Entries/Exits
- Adding a Case Manager to a Client Record
- Editing a Client Name and/or Social SSN - The Client Profile Tab
- Correcting Program Provider or Entry Type selected
- Adding an Individual Household Member to an Existing Entry/Exit: an expanded view
- Adding Goals and Case Notes
- Updating Client Assessment Information: Interim Reviews
Running Reports
- Running and Scheduling Reports in SAP BusinessObjects
- Accessing SAP BusinessObjects
- Audit Report
- ART Report Descriptions
- Scheduling Reports in ART
- Running the CoC-APR