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HMIS - How To Tutorials
Topic outline
HMIS - How-To Tutorials
Select activity Course Description and Intro
Course File and Activity Bank
Select activity New User Training Survey Link
New User Training Survey Link
URL
Select activity HMIS Frequently Asked Questions
HMIS Frequently Asked Questions
Glossary
Select activity Client Rights and Responsibilities - 8
Client Rights and Responsibilities - 8
File
Select activity Two Environments - Live and Training - 9
Two Environments - Live and Training - 9
File
Select activity Basic ClientTrack Page Anatomy - 12
Basic ClientTrack Page Anatomy - 12
File
Select activity Collapsing and Expanding Secondary Sidebar - 13
Collapsing and Expanding Secondary Sidebar - 13
File
Select activity Entity Bar and Content Header - 15
Entity Bar and Content Header - 15
File
Select activity HMIS Training Procedures - 17
HMIS Training Procedures - 17
File
Select activity HMIS Troubleshooting and Issue Reporting - 20
HMIS Troubleshooting and Issue Reporting - 20
File
Select activity Logging in and Setting Recovery Information - 22
Logging in and Setting Recovery Information - 22
File
Select activity General Workspace Screen Anatomy - 29
General Workspace Screen Anatomy - 29
File
Select activity User Profile Settings Menu - 31
User Profile Settings Menu - 31
Select activity Quick Search - 33
Quick Search - 33
File
Select activity User and Client Schedule - 37
User and Client Schedule - 37
File
Select activity User Notifications - 38
User Notifications - 38
File
Select activity Workspaces - 44
Workspaces - 44
File
Select activity User Dashboard - 48
User Dashboard - 48
File
Select activity Standard Reports - 56
Standard Reports - 56
File
Select activity My ClientTrack - 59
My ClientTrack - 59
File
Select activity Active Cases and Case Load Reassignment Tool - 60
Active Cases and Case Load Reassignment Tool - 60
File
Select activity Recent - 65
Recent - 65
File
Select activity Chronic Homeless Status - 67
Chronic Homeless Status - 67
File
Select activity Current Enrollments - 71
Current Enrollments - 71
File
Select activity Current Enrollments w Most Recent Assessment - 72
Current Enrollments w Most Recent Assessment - 72
File
Select activity My User Configuration - 75
My User Configuration - 75
File
Select activity My Information and My Team - 76
My Information and My Team - 76
File
Select activity Change My Password - 79
Change My Password - 79
File
Select activity Paused Operations - 84
Paused Operations - 84
File
Select activity My Submitted Issues - 85
My Submitted Issues - 85
File
Select activity HMIS Reports and Case Load Reassignment - 92
HMIS Reports and Case Load Reassignment - 92
File
Select activity Client Workspace - 98
Client Workspace - 98
File
Select activity Find Client - 101
Find Client - 101
File
Select activity HMIS Intake, Workflow Anatomy and Methodology - 109
HMIS Intake, Workflow Anatomy and Methodology - 109
File
Select activity Client Files - 114
Client Files - 114
Select activity Document Check, Accessing Document Check, and File Categorization - 117
Document Check, Accessing Document Check, and File Categorization - 117
Select activity Adding Individual Documentation in Document Check - 122
Adding Individual Documentation in Document Check - 122
File
Select activity Adding Multiple Documents Using Quick Document Check - 128
Adding Multiple Documents Using Quick Document Check - 128
File
Select activity Editing Documents Uploaded in Document Check - 134
Editing Documents Uploaded in Document Check - 134
File
Select activity Downloading Single and Multiple Documents in Document Check - 137
Downloading Single and Multiple Documents in Document Check - 137
File
Select activity Previewing and Printing in Document Check - 140
Previewing and Printing in Document Check - 140
File
Select activity Client Dashboard - 144
Client Dashboard - 144
File
Select activity Edit Client - 147
Edit Client - 147
File
Select activity Address History - 154
Address History - 154
File
Select activity Client Photo - 159
Client Photo - 159
File
Select activity Interested Others - 163
Interested Others - 163
File
Select activity Updating and Transferring and Reassigning Case Managers - 167
Updating and Transferring and Reassigning Case Managers - 167
File
Select activity Client Notifications - Navigate to and View - 172
Client Notifications - Navigate to and View - 172
File
Select activity Adding Client Notifications - 180
Adding Client Notifications - 180
File
Select activity Alias History - 189
Alias History - 189
File
Select activity ID Card - 192
ID Card - 192
File
Select activity Case Notes - Navigate to and View - 195
Case Notes - Navigate to and View - 195
File
Select activity Adding New Case Notes - 200
Adding New Case Notes - 200
File
Select activity Editing Deleting and Printing Case Notes - 205
Editing Deleting and Printing Case Notes - 205
File
Select activity Understanding and Viewing Master and Related Assessments - 211
Understanding and Viewing Master and Related Assessments - 211
File
Select activity Annual Assessments - 223
Annual Assessments - 223
File
Select activity Creating Accepting and Recording Referrals - 233
Creating Accepting and Recording Referrals - 233
File
Select activity Services Introduction - Viewing and Editing - 250
Services Introduction - Viewing and Editing - 250
File
Select activity Adding Services and Quick Services - 256
Adding Services and Quick Services - 256
File
Select activity Current Living Situation - 262
Current Living Situation - 262
File
Select activity Receiving and Recording CE Events - 265
Receiving and Recording CE Events - 265
File
Select activity Enrollments Folder - 275
Enrollments Folder - 275
File
Select activity Family Members Folder - 278
Family Members Folder - 278
File
Select activity Creating or Adding Family Members to Existing Families without Enrolling
Creating or Adding Family Members to Existing Families without Enrolling
File
Select activity Favorites Menu - 286
Favorites Menu - 286
File
Select activity Help Center and Submit a Ticket - 289
Help Center and Submit a Ticket - 289
File
Select activity Data Entry Basics, Navigating and Initiating Workflows - 297
Data Entry Basics, Navigating and Initiating Workflows - 297
File
Select activity Pausing Workflows, Managing Paused Workflows, Editing Completed Workflows - 306
Pausing Workflows, Managing Paused Workflows, Editing Completed Workflows - 306
File
Select activity Editing an Existing Enrollment, Adding A Move-in Date - 314
Editing an Existing Enrollment, Adding A Move-in Date - 314
File
Select activity Editing Existing Enrollments - Adding and Removing Family Members - 320
Editing Existing Enrollments - Adding and Removing Family Members - 320
File
Select activity Editing Existing Enrollment Dates - 337
Editing Existing Enrollment Dates - 337
File
Select activity Re Entering Enrollments - 347
Re Entering Enrollments - 347
File
Select activity Assessments - Editing Assessments - 351
Assessments - Editing Assessments - 351
File
Select activity Client Consent and HMIS Release of Information Frequently Asked Question
Client Consent and HMIS Release of Information Frequently Asked Question
File
Select activity Intaking a Client Without Personally Identifiable Information - Segmented
Intaking a Client Without Personally Identifiable Information - Segmented
File
Select activity 101 Find Client - 4 Search Method
101 Find Client - 4 Search Method
File
Select activity Adding Services and Bednight Services
Adding Services and Bednight Services
File
Select activity Office Hours ICS
Office Hours ICS
File
Select activity Text and media area
