Documenting Services in HMIS

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Recording and Editing Service Items in the Client Record

Additional Service Item Settings

Documenting Services in HMIS

Documenting Services

Service options are customized and the agency &/or the program level. Therefore the available Services, and the set-up of them, may look different depending on the agency the End User is signed in under and the program the client is enrolled in.

For reporting purposes it is important to make sure that ‘Services’ are entered at the ‘Enrollment’ level.

  • Open the appropriate client record and select the correct the ‘Enrollment’
Open Enrollment Record
  • Within the selected Enrollment, navigate to the ‘Provide Services’ tab
    • Select the ‘Service’ being provided by clicking the small down arrow
Provide Services Tab
  • Complete the information necessary for the ‘Service’ & click ‘Submit’
Click Submit
  • To view services provided to a client during an ‘Enrollment’
    • Select the correct Enrollment
    • Navigate to the ‘History’ tab, a list of all Services provided under that specific ‘Enrollment’ will be shown
View Services Provided
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