• How To Set Up An Agency

    This tutorial covers how to set up an agency. Note: Before setting up your agency, it is recommended that you first create a Navigation Profile if there is not one already available. Only System Administrators can set-up the Navigation Profile. For more information on creating a Navigation Profile, please refer to Advanced Settings: Working with Navigation Profiles. After creating the correct Navigation Profile (i...

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  • How To Set Up A Program: Detailed Instructions

    This tutorial is a summary of how to set up a program. The process of setting up a Program comprises 3 steps: Create Screens- When creating a program, the first step is to create the screens that are to be included in the program. Learn more about Screen Creation. Create a Program Template- Once the screens are completed, the second step is to create the Program Template. The Program Template enables you to desig...

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  • How To Set Up Services

    This tutorial covers how to set up services. There are 4 different types of services. Each requires slightly different configurations. Click here to learn how to configure a General Service. Click here to learn how to configure a Program Assigned Service. Click here to learn how to configure a Housing Service. Click here to learn how to configure a Outreach Contact Service. Below is a general summary of the main...

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  • How To Set Up General Assessments

    This tutorial covers how to create a general Assessment. This is not be confused with a Program Status Assessment. A general Assessment is used to determine program eligibility, a Program Status Assessment is used to determine a client's progress within a program. This tutorial includes three steps to set up a General Assessment Create the Assessment Screen Create the Assessment Measures Make the Assessment Scree...

    label_outline Assessments label_outline For System Administrators label_outline Screens label_outline Measure label_outline Creating Assessments label_outline General Assessments label_outline Assessment Processor label_outline Eligibility Engine
  • How To Set Up VA / SSVF Programs & Services

    This tutorial discusses how to set up a VA/SSVF Program and its corresponding services. There are three steps to creating a VA/SSVF program and its corresponding services in the HMIS: Create a VA/SSVF program template in Setup > Program Templates (Must be done by a System Administrator) Configure the VA/SSVF program in Manage > Programs (May be done by a System Administrator or Agency Manager) Configure VA/...

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  • How to Set Up PATH Programs & Services

    This tutorial covers how to set up PATH Programs & Services. The Projects for Assistance in Transition from Homelessness (PATH) was authorized by the Stewart B. McKinney Homeless Assistance Amendments Act of 1990. PATH services are for persons with serious mental illness, including those with co-occurring substance use disorders, who are experiencing homelessness or at risk of becoming homeless. PATH services ...

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