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HMIS
ClientTrack Cheat Sheets
Docs Category: ClientTrack Cheat Sheets
Basics (New Users)
Case Notes
Edit Entry Workflow
Entry Assessment
Exit Assessment
Logging in to ClientTrack
Paused Workflows
Preventing Duplicate Clients
Services
Update/Annual Assessments
ClientTrack Features
Add a Family Member
Bar List
Case Manager Assignments
Change Head of Household
Client Files
Creating an Enrollment with Select Individuals Within the Family
Diversion Workflow Guide
Edit Client Information
Edit Entry Workflow
Edit Exit Assessments
Edit Update/Annual Assessments
Entering a Service Using Batch Processing
Forgot Password
Housing Status Tracking
Interested Others
Paused Workflows
Printing Forms
Quick Services for Multiple Clients
Re-enter the Enrollment
Removing a Service
Services
Uploading Client Photos
Emergency Shelter/Street Outreach
Current Living Situation
Date of Engagement
ES Bed Check-in
Unit Check-out
Housing Facilities
CAS Incoming Referrals
Check In Roster Report
Current Residents
Edit Housing Check-in
Edit Reservation Dates
Facility Bar List
Unit Check-in
Unit Check-out
Reports
Active Client List Report (By Name List)
APR & CAPER
APR Reference Guide
Check In Roster Report
Clients in Programs Report
CSV Export 2024
Data Entry Timeliness Report
Data Explorer Custom Reporting
Data Quality Reports
HMIS Data Entry Timing Report
Report Missing Annual Assessments
RHY Export 2024
Saving a Canned Report
SSVF Export 2024
User Login Report
