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0. United Way and HMIS Webinar. Using ServicePoint for tracking and reporting. Housing Stability Goal Strategic Direction. Focus on investments that demonstrate one year, continuous housing stability; supportive housing, rapid re-housing, legal services.

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United way and hmis webinar


United Way and HMIS Webinar

Using ServicePoint for tracking and reporting

Housing stability goal strategic direction
Housing Stability GoalStrategic Direction

  • Focus on investments that demonstrate one

    year, continuous housing stability; supportive

    housing, rapid re-housing, legal services.

  • Support a continuum of services for youth

    and continue to support disaster services.

  • Develop high quality housing and

    employment programs based on proven best


United way and data collection
United Way and data collection

  • Focus of data collection is reporting for United Way and to closely match client information needed for the annual report

  • A few additional questions are added to better understand clients served

  • Not all HMIS required fields are included since they don’t all relate to United Way goals

    • You can collect additional data elements if you find it useful using the Universal Assessment


Data entry basics
Data entry basics

  • Consent form

  • Collect basic demographics on all clients (create household as needed)

  • Record program entry date for all clients

  • Collect entry information for heads of household (back date to program entry date as needed)

    • Follow HMIS income rules for other funders as needed

  • Record outcomes as clients’ needs are known and progress is made

    • Make updates at least quarterly if not more often

  • Update outcomes at exit and before report is due


Hmis consent forms
HMIS Consent forms

  • Clients have the choice if they want their information identified in HMIS (and their children’s information)

  • Most clients agree to include their name and other identifying information in the system

    • It is important to give them the choice and explain how the information is stored and used

  • The United Way should be included on the HMIS consent form as a funder


Data privacy protection client notification and consent form
Data privacy & protection: Client Notification and Consent form

  • Alerts the client that their information will be entered into the HMIS database and can be accessed by agency staff and Wilder Research

  • Client can choose whether or not to sign the form

  • Read the instruction page before giving the form to a client!


Data privacy protection client notification and consent form1
Data privacy & protection: Client Notification and Consent form

  • Signed form = enter identifying information (name & SSN)

    • Each adult must sign their own form

    • Adults sign for their minor children

    • Unaccompanied youth may sign on their own behalf

    • Record the client ID number on the case file

  • Unsigned form = enter client anonymously

    • Households can have both identifiable and anonymous members

    • You can always change the client from anonymous to identifiable once the consent form is signed

    • Never enter a client’s name and SSN until you have signed consent!


Data privacy protection other issues
Data privacy & protection: Other issues form

  • You must continue to use other data privacy notices required by your agency, such as the Tennessen Warning.

  • Talk to staff at your agency to make sure you are following all required rules.

  • In the event of an investigation, consult the legal advice of your agency. Some information requires a court order for release; other times, you may be required to comply with a subpoena or search warrant


Hmis forms
HMIS forms form

  • Updated forms are available to start collecting information

    • Developed based on grant area and mirror ServicePoint question order

    • Not required, but provided as a helpful template for data collection

    • Programs not yet using HMIS should collect the information on forms for later data entry

    • You can add additional questions or information to the forms as you see fit


Servicepoint 5
ServicePoint form 5

  • We have resources if you have questions about our new format in ServicePoint 5:

    • http://www.hmismn.org/upgrade/


Hmis program set up
HMIS program set-up form

  • Your organization has a specific structure; including option(s) for the United Way

  • 2. Use this provider for entry/exits and pulling reports


Demographic information
Demographic information form

  • Required for all clients served

    • Birthdate, gender, age, race, ethnicity

    • Social Security Number: asked for, but clients can refuse or may not know (especially for children)

    • NEW: African Immigrant question

      • Added to meet United Way needs

      • Please include for clients for this year

  • Don’t know and Refused: use only if this is how client responds


Information at entry
Information at entry form

  • Required for all heads of household

    • Each family should have one member designated as head of household

    • Clients on their own are also considered a head of household

    • Should be backdated to match program entry date (more info on backdating in “assessments” section)


Information at entry1
Information at entry form

  • Covers housing, income and a few additional demographic related questions to better understand who is served

  • Enter all information in entry/exit section with demographics and assessment linked. New feature in ServicePoint 5.


Backdate mode
Backdate Mode form

  • All information entered into ServicePoint is attached to a specific date.

  • Backdate mode resets most dates in the system to a date in the past.

  • Tells the system that any data entered in backdate mode is current as of that date.

    • Example: today is April 15th. You are entering forms for a client who started your program on March 29th. Backdating to March 29th tells the system that the information was current as of that date.


Backdate mode1
Backdate Mode form

  • When to backdate?

    • Use built-in reminder pop-up

    • Whenever you go to a client’s record, a pop-up reminder will ask if you want to choose a backdate or stay at today’s date.


Backdate mode2
Backdate Mode form

  • The date you use for backdate mode will usually be one of the following:

    • The client’s program entry/service start date

    • The client’s program exit date

    • The last date of a reporting period, if you are making updates after the report period has ended


Backdate mode date icons
Backdate Mode: Date Icons form

  • :“choose date” – brings up calendar

  • : “clear date”

  • : “set to current date

  • These icons appear whenever you see a date field (not just in backdate mode)


Backdate mode3
Backdate Mode form

  • How do I know if I am in backdate mode?

    • You will see a yellow bar at the top of the screen.

  • What happens if I forget to backdate?

    • Information will show up as “missing” when you run your reports. The only way to fix this is to re-enter all of the data in backdate mode. Don’t let this happen to you!

  • When should I get out of backdate mode?

    • When you are finished entering data for a client


Backdate mode4
Backdate Mode form

  • When do I leave backdate mode?

    • Only when you are completely finished with the client or household member’s record

  • How do I leave backdate mode?

    • Click on the next to the backdate

    • Make sure set a new backdate for each new single client or head of householdyou enter into the system – check their program entry or service start date first.


Backdate mode5
Backdate Mode form

  • When isn’t backdating required?

    • When you are updating outcomes (as long as it is before December 31st 2012)

      • If you are adding outcomes information after that date, make sure to back date to 12/31/2012

    • When you are viewing client information only

      • If you want to check the date something was entered, use the colored bar to the left of the question


United way backdate steps
United Way Backdate Steps form

  • Use the pop-up reminder when starting data entry for a new client-select program entry date

  • Entry date will automatically be set to correct date. Fill out all information for demographics and step 1 on entry assessment and it will automatically be linked to this date.

    • Make additions/corrections to step 1 data in the entry/exit section (best practice)

      • If you do this in the assessment section, make sure you are in back date mode in assessment section


United way backdate steps1
United Way Backdate Steps form

  • Update outcomes (step 2 on assessment) in real time in Assessment section

    • Unless updating after 12/31/2012, then back date to this date.


Income and benefits
Income and Benefits form

  • For United Way you can record all household income on the head of household’s record

    • If clients are commonly served by other programs requiring HMIS keep those requirements in mind

      • HUD= all household members

      • State=all clients 18+ and youth on their own

    • United Way income reports will work correctly no matter how you enter the data, but other funder reports may not if you follow United Way rules


Income and benefits1
Income and Benefits form

  • Cash income/benefits: such as employment or government direct financial assistance

    • Record monthly amount received

  • Non-cash benefits: in-kind assistance such as food stamps, medical assistance, etc.

    • No amount required

  • Sub-assessment start date should match program entry date


United way specific questions at entry
United Way specific formquestions at entry

  • Geographic location where served/living

  • Household income/poverty level

  • African Immigrant


Housing stability service areas
Housing Stability Service Areas form

  • Each Service Area has its own assessment in ServicePoint

    • Match the outcomes listed for each service area in the RFP

    • Make sure to complete the appropriate assessment for your service area


Tracking outcomes
Tracking outcomes form

  • While outcomes follow the format in the RFP, the HMIS format is also aligned with meeting system and reporting needs

    • Indicate which clients/households are working on goals

    • Use sub-assessments to help track start and end dates of goals that may change over time

      • Uses start and end dates and allow for multiple sets of information reflecting different time periods


Data entry for outcomes
Data entry for outcomes form

  • Enter data in real time as clients set and meet goals (no backdate mode needed)

    • Best practice is to make regular updates; monthly is best but quarterly may be enough


Exiting clients households
Exiting clients/households form

  • Make sure to record exit information close to when client/household exits

    • Record destination

    • Update income

    • You will be linked to specific set of questions for your grant area in the exit section


Clients served before jan 1 2012
Clients served before Jan 1 2012 form

  • If a client/household started the program prior to Jan 1st 2012 record their actual program entry date

    • Entry Information: Information at entry should reflect the client/household situation at that time

      • Enter information in entry section to link to program entry date

    • Outcomes: record actual dates for goals, even if they were achieved before Jan 1st. Will help with complete tracking.


Data entry best practices
Data entry best practices form

  • Enter new clients/households within a couple of weeks of program entry recording information required at entry and outcomes clients are focused on

  • Update progress on outcomes periodically

  • Update all required information as clients/households exit

  • Update all outcome information at end of program year for clients not yet exited


Data quality
Data Quality form

  • Making sure all clients and their correct data is entered is an important step in the reporting process

  • Wilder will also run and email out data quality reports on a schedule still to be determined

    • Help you keep up to date and funders see how HMIS process is working

    • Prior data quality processes have had good reception


Data check reports
Data check reports form

  • A data check report is available matching each grant area

  • A separate income data check report is also available

  • Reports are available in ART


Reports advanced reporting tool art
Reports: Advanced Reporting Tool (ART) form

  • Data check reports (for you)

    • Detailed list of all clients, organized by the same categories found on the counting report

    • Will tell you which clients are missing data (highlighted in red) or have other data entry errors

    • Client names and ID numbers

  • Counting reports (for funders)-IN PROCESS

    • General counts of clients and households served

    • Will tell you how many clients are missing data

    • But no client names or ID numbers


Running art reports
Running ART Reports form

Golden Rules:

  • Wait until one day after you have entered/updated your data to run an ART report.

    • ART uploads data from ServicePoint overnight

  • Effective date: today’s date

  • End date = one day after reporting period ends

  • EDA Provider =ignore all

  • Always download a report to computer to view it.


Data checking what do i look for
Data Checking: What do I look for? form

  • Missing information (often highlighted in red):

    • Go into the client’s record in ServicePoint to complete required information.

    • Data required for all clients and heads of household at entry are highlighted as “missing” in red.

    • Outcomes: questions also highlight missing.

      • Ex: if “experiencing family violence” blank, missing will show up in filed. “Date Safety Plan Developed” will have “missing” if yes is selected and date is not entered.


Data checking what do i look for1
Data Checking: What do I look for? form

  • Make sure information recorded is correct

    • We can highlight missing for you, but not if the answer correctly reflect the client/household


Data checking what do i look for2
Data Checking: What do I look for? form

  • Housing sub-assessment

    • Check to make sure each person/head of household’s housing information is correct.

    • Each person/head of household should have an entry if they have been in supportive housing some time during the year.

    • If end dates are entered, this indicates their supportive housing stay ended and they changed toa more unstable housing situation


Data checking what do i look for3
Data Checking: What do I look for? form

  • “Head” field (designates a head of household):

    • If serving families, make sure that every household has a head: look for households with no “H” (or more than one “H”).

    • This is especially important to check since most questions are only collected in head of household record.

    • First tab of data check reports highlight clients selected as head of household for family programs.


Updating households
Updating households form

  • If a household is missing an “H,” go into the household head’s record in ServicePoint. Click on “Manage Household”

    • Change “head of household” to “yes” and save

    • Check other household member information if it needs to be updated as well


Income data check
Income data check form

  • Focus on data check report is to make sure income amounts and change are recorded correctly

    • Only required to be recorded on heads of household (including entire household income) for United Way programs

    • If receive other funding sources, you may need to record on other member’s records. All household members are included on the income data check report because of this.


Reporting form

  • Reports will be available to provide summary information needed for your annual report to the United Way

    • Additional financial and descriptive information will come from other sources

  • Reports will be designed with feedback from United Way staff and grantees

    • Are there things you would like to see from reports of United Way information?


United way resources
United Way Resources form

  • United Way section of HMIS website: HMISMN.org

    • Training dates

    • Forms

    • Instructions

    • PowerPoints


United way resources1
United Way Resources form

  • HMIS helpdesk: call with your questions

    • Audrey and Matt are United Way experts (you can ask for them directly in this early stage) and other staff will be getting up to speed shortly

    • [email protected] or 651-280-2780

  • Overall questions, suggestions, comments

    • Laura McLain: [email protected] or 651-280-2671


Next steps
Next steps form

  • Complete data entry regularly

  • Run data check reports

  • Ask us questions/give us feedback as you go

    • Call or email so we can understand questions or frustrations and provide better support, resources, and training

  • Watch for more information on data quality and summary reports