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
- Adding and Reading Client Notes
- Searching for Clients in HMIS
- Creating a Client Record
- Sub-assessments and HUD Verifications
- Chronic Homelessness Questions in HMIS
- Flowchart of HUD’s Definition of Chronic Homelessness
ShelterPoint Data Entry
Service Transactions
Editing Client Data and Entries/Exits
- 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
- Deleting Extra Entries