In Data Entry for FY 2020 HMIS Data Standards Update, HUD instructs communities to update records for any active clients as of October 1, 2019 with the new SSVF Services Provided and Financial Assistance responses. Users should add these new Service transactions should only to records of active clients who have received these services. To identify active clients for whom the new Service(s) may need to be entered, we recommend running a report using the guidance in Identifying Clients Actively Enrolled in SSVF Programs.
The following guidance is specific to the new 2020 Data Standards SSVF Service responses, but follows the same steps outlined in How Do I Provide a Service Transactions to a Client?. For more information about how to record Services in client records, please reference that article.
To update client records with the new Services, Switch into the correct Agency, if necessary, and then search for the client.
Navigate to Programs, locate the applicable enrollment, and click the pencil icon to edit (figure 1).
Click Provide Service and locate the applicable Service(s) (figure 2).
If you do not see the Service, confirm you are entering data for the correct Agency. Once confirmed, ensure that the Service has been configured correctly, following the guidance in Adding the New SSVF Services to Programs.
Fill out the associated fields for the Service Transaction(s) and click Submit. Note: Backdate service transactions to the original date of service provision.