HMIS Support Center > Case Management (8 entries)
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Typically, a client record is restricted from view if the client does not sign a Client Release Form (download available). Your organization may have specific policy not to share information on ...
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Yes, if the client has been out of the program for less than 90 days; however, you might consider a new enrollment in order to document the break in service and ...
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Your grant program determines how often you must re-assess or re-examine your client. For example, HPRP requires a re-elibility examination at least once every 90 days. In general, best practice is ...
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It is very important to maintain accurate household data in ClientTrack. Best practice is always to add information to case history, rather than change old data to match the present situation. ...
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Yes. In the top pane of the Client Track tab, you will see a family icon next to the client's name. Simply click the icon and select the record you'd like ...
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To remove a client from your active case load: Select Case Load from the User Home tab. Select the edit icon next to ...
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To enroll family members, please follow these steps: For new cases , simply select "Yes, enroll all family members" during the Intake Workflow. For open/active cases : ...
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Per the HMIS user policy agreement, client records should be created or updated within 3 - 5 days of receiving information. That being said, best practices dictate that same-day entry is ...