Data Entry and Best Practices

Assessments

• Annual Assessment (2026)
• DFSS and IDHS Supplemental Assessment
• Funding Specific Enrollment Forms (Universal Intakes)
• Homeless Prevention - 2026
• HUD CoC & ESG Entry All Other Projects (2026)
• HUD CoC & ESG Entry SO ES SH (2026)

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Basic Information About HMIS

• Getting to Know Community Services
• Site Map / Site Index / Site Directory
• Structure of HMIS
• Terms and Definitions

Editing Client Data and Entries/Exits

• Adding a Case Manager to a Client Record
• Adding an Individual Household Member to an Existing Entry/Exit: an expanded view
• Adding Goals and Case Notes
• Changing an Existing Project Enrollment or Type
• Exiting Household Members Early
• Updating Client Assessment Information: Interim Reviews

HMIS Data Entry

• Adding and Reading Client Notes
• Chronic Homelessness Questions in HMIS - Conditional Logic
• Client Profile
• Creating a Client Record
• Data Entry Timeline for Permanent Housing, Permanent Supportive Housing and Rapid Rehousing Projects
• Enter Data As (EDA) Mode

See all 15 articles

Shelters Module Data Entry

• ShelterPoint Guide
• Checking In Multi-person Households to ShelterPoint
• Removing Clients from ShelterPoint Unit List

Service Transactions

• Adding Services
• Referral Need Status

Understanding HMIS Visibility

• How to Address “No Sharing” Consent
• Understanding Visibility In HMIS
• How to Review Federal Report Submissions in a Shared System
• HMIS Global Visibility Announcement
• Using a Shared Data System: Important Guidelines

Understanding Data Elements

• Documenting Prior Living Situation and Eligibility for Transfers
• Living Situations
• Relationship To Head of Household