CLIENT SETTINGS

Bar List

Case Manager Assignments

Case Notes

Editing Client Information

Interested Others

Preventing Duplicate Clients

Uploading Client Photos

---

FAMILY SETTINGS

Add a Family Member

Change the Head of Household

Enroll select family members

Remove a family member from a family and enrollment

---

MANAGING YOUR ACCOUNT

Forgot Password – Resetting Your Password

Logging into HMIS

Paused Workflows

---

POINT IN TIME ASSESSMENTS

Aging into Adulthood

Current Living Situation with Geocode

Create an Update or Annual Assessment

Editing a Workflow

Edit an Exit Assessment

Editing an Assessment – Updates vs. Edits

Entry Assessments

Exit Assessments

Printing Forms

Re-Enrolling a Client

Uploading Client Files

---

REPORTS

Active Client List

Annual Assessment Tool

APR and CAPER

CAS Management Tools

Clients in Programs

CVS Export

Data Entry Timing

Save a Report

---

SERVICES

Add a Service

Quick Services for Multiple Clients

Removing a Service

---

DATA QUALITY

Data Quality Quarterly Reporting Guide

Data Quality Officer Workgroup