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Home > Reports > Running Client Level Reports
Running Client Level Reports
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The Privacy Notice and Client Consent Form states that the Participant has the right to "a copy of HMIS records" also know as Client-Based Reports.

 

Client-Based Reports includes the following:

 

  •  [CLNT-101] Case Notes - provides a method for case managers to run a printed case notes for inclusion in case files.
  •  [CLNT-102] Client History - provides information on all program and services for the agency and some client profile information.
  •  [CLNT-103] Photo ID Card 
  •  [CLNT-104] Profile Screen - provides information on the client's profile screen.
  •  [CLNT-105] Client Appointments - provides informtation on client's appointments.
  •  [CLNT-106] Client Service Notes - provides information on client's service notes.
  •  [CLNT-125] Client Summary - provides a dashboard of the clients most pertinent history within the system including demographics, program, service history, contact information and VI-SPDAT, if applicable.  
  •  [CLNT-127] Homeless Status Timeline - provides a graphical representation of client's timeline of HMIS enrollments. 
  •  [CLNT-128] Client Enrollment Details - provides information on clients responses to questions about their history of homelessness as well as move-in and destination at exit information.
  •  [HUD-233] Client-Level System Use & Length of Time Homeless Report - provides a general summary of information in an individual client's HMIS history that is relevant to chronic homelessness.
    • Generate third party documentation for an individual client's time spent in SO, ES, and/or SH projects that is confirmed by HMIS data for use by HUD-funded projects where chronic homelessness is an eligibility and requirement
    • Provide overview of an individual client's HMIS history that may aid in discussion with clients and improve accuracy of responses to the Living Situation data element at the project entry.

 

Client-Based reports must be ran from the client's profile screen as below.

 

 

It will then take you to the screen below, where you will be able to select the type of report you want to run.

 

 

For any questions, please contact the HMIS Help Desk by submitting a ticket or through our line at 714-589-2360.

 

 

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