TRAINING VIDEOS

Prior to Enrollment

Case Management Dashboard Overview

Data Collection/Common HMIS Data Elements

Searching for Client in System

Last Name Change

Adding an Alias

Enrollment

Completing an Enrollment and During, Annual, and Exit Assessments

Complete Pending Assessment

During Enrollment

Correcting and Enrollment Start Date

Correcting an Error on an Assessment

Adding a Member to an Enrollment Outside the Enrollment Workflow

Updating the Record of Household Member that has Aged into Adulthood

Rules Regarding Move-in Dates

Adding a Service

Adding a Case Note

Attaching a Document

Completing and Annual Assessment (When and How)

Exiting

Exiting a Household from an Enrollment

Exiting a Member before Head of Household and Remove from Family/Household

Removing a Family/Household Member and Exiting from Enrollment

Reports

ESG CAPER / COC APR Reports

Clients in Project Report

CaseWorthy Materials
Group Functionality Resource Guide

ARCH CoC HMIS Help Contacts:

HMIS DOCUMENTS

ARCH CoC HMIS Policies and Procedures

ARCH HMIS Written Instructions as of 250528

CARE Referral Instructions

Health Insurance Options Definitions