Saving Client Contact Information
Background Users should use the Contact tab to add contact information for clients, because this will make it easier to share contact information across all HMIS participating agencies. This can also include entering emergency contacts, and case manager contacts. Adding a New Contact Step 1: Search for the …
Reassigning Case Managers
Background HMIS will automatically assign the HMIS user who enrolled the client into the program as the clients' Case Manager. Follow these instructions to learn how to reassign a client to another user. Reassigning Case Managers Step 1: Search for the client's Client Profile record, and select the Edit ico…
