Creating Case Plans and Case Notes

• Related Articles

• Adding a Case Manager

  Adding a case manager for a client in HMIS is not required but has many benefits. Other HMIS users would be able to see the assigned case manager for that client including contact information. This will help cultivate a collaborative effort in ...

• VA Case Management Grant Entry Workflow

  All veterans referred to Case Management Grant will initially come through the CAM Access Site. Prior to making the referral, CAM staff will create a record in HMIS for all household members and will complete several of the HMIS intake assessment ...

• Managing and Creating Reporting Groups

  Reporting groups can be created by agency and system administrators and can assist with running reports on multiple provider pages at once. It is important to remember that reporting group edits and creations take effect the same day for embedded ...

• Street Outreach Providers HMIS Process Guides

  This workflow outlines the data entry requirements for Street Outreach projects. If the project also receives funding from another source (i.e. PATH), please refer to the appropriate grant specific workflow document(s) for additional data entry ...

• VBNL Assessment: VBNL Workflow for GPD programs

  NOTE: Follow the Standard HMIS Intake Process for GPD (as determined by the funding source and existing workflow): The referrals to GPD programs will be done offline. Please refer to the Running and Receiving Referral Reports Job aide to either ...