Quick Reference Guides
Quick Reference Guides are short 1-8 page documents that provide concise practical information and advice on specific topics. Sometimes known as “cheat sheets” quick reference guides are designed for users who know the material or task but need something in front of them to remind them of the steps.
Click on the titles below to open PDFs with instructions for completing the action. To search the page for a specific topic, use your keyboard and choose CTRL-F (Windows), and then type your keyword into the field.
Data Entry
- Add Assessments Outside of Workflow
- Add Assessments Using Workflow
- Add Case Manager
- Add Case Note to An Enrollment
- Add Case Notes to An Exited Enrollment
- Add Client Enrollment Workflow
- Add Member to Existing HoH Enrollment
- Add Member to Existing HoH Enrollment v2
- Add New Address to Client Record
- Add Services to an Exited Enrollment
- Add Services to Enrolled Client
- Exit Program Using Workflow
- Exit Member from HoH's Enrollment
Data Quality
- Client Merge and Deduplication
- Edit Assessment Date
- Edit Client Demographics
- Edit Member Enrollment Date
- Edit Move-In Date
- Edit Program Enrollment Date
- HMIS Guidance on Disabling Condition
- HUD Guidance on Chronically Homeless
- Non-Cash Benefits - Data Incongruency
Program Specific
- RHY Protecting Data for Youth Under Age 18
- RHY Aftercare Plans - Assessments
- MHDC Funded Programs in HMIS
- MHTF
- PATH Referrals
