ART 101 Part 2 – Filters and Controls
Part 1 of this series was done a while ago. It is available under videos on MaineHMIS.org
The Part 1 saved video is at http://wp.me/pB9TJ-N3
This presentation will build on part 1 and cover the advanced ‘basics’ of running ART reports as well as show how to use some of the “hidden” reporting features.
- Using Built-in Report filters
- Using Input Controls
- On-the-Fly Filtering reports
- Exporting data to spreadsheets and CSV.
- If we have time – Scheduled Reports
This video is an edited version of the 2/13/2014 webinar on use of interim assessments and the cash and non-cash income sub-assesments.
The edited video is 26 min long. and is the ‘good parts’ version of the webinar.
This is the first part of the video podcast based on the June 6th ART 101 webinar.
The Presentation(s) will cover the basics of running ART reports plus show how to use some of the “hidden” reporting features.
* Choosing the report to run
* Running Reports (the prompts)
The household management screens have been updated in ServicePoint v.5.7. For a brief (9 min) tour, please watch the following video:
Version 5.7 of ServicePoint includes new functionality to allow users to capture data “as of” a specific date. This new functionality is called “Interim” and “Follow Up” reviews. “Interim” reviews are used after a client has entered or enrolled in a program but before the client is exited or discharged. “Follow Up” reviews are only used after a client has exited or been discharged from a program.
For a more thorough explanation please watch this brief video, and if you have any additional questions please feel free to contact the HMIS Help Desk using the “Help” link above:
There are several different types of programs that use HMIS to record data about their clients. Some programs are designed to be short-term interventions (such as Emergency Shelter, Outreach, and PATH), and other programs are designed to be geared toward longer-term solutions to support clients in their housing stability (Transitional Housing, Safe Havens, Permanent Supportive Housing programs).
Given the differences between short-term and long-term programs, there are two distinct ways to conceptualize a timeline of events that need to be recorded in HMIS. The following video describes the concepts of the two different approaches to client timelines:
Tracking entries and exits from short-term stay programs is relatively easy for individual clients, but tracking the comings and goings of multiple family (or Household) members is a bit more challenging. The challenge becomes even greater when different household members enter and exit at different times, or when family members exit and re-enter a program multiple times over the course of the family’s entire stay.
The following video describes the process for the correct treatment of multiple household members at different times, including entering, exiting, and re-entering as needed. The process also keeps in mind that for shorter-term programs such as Emergency Shelter it is important to achieve two different goals:
1) Proper “grouping” of household members, so that children do not inadvertently become “unaccompanied youth,” and
2) Accurate record keeping of program “stays” in shelter, which for Shelter Funding reimbursement purposes must be accurately counted as reimbursable “bednights.”
If you have any specific questions or complex household entry/exit issues after seeing the video, please feel free to contact the HMIS Help Desk using the “Help” link above. Thank you.
…now on to the video:
In the ART Statistics folder there are two new reports replacing the existing reports.
“Client Income at Entry and Exit v1.0″ is an updated report to show the income at entry and currently or at exit.
“Program Demographics Report – (0323) ME v2.5″ is an updated version of the ServicePoint report.
This report started out as a standard Bowman Systems created report. It is currently in Beta (testing). It seemed so useful that I had to do some testing on it and while I needed to do a couple of improvements it should be available to all.
The video will give the basic use information. It would be good to get feedback on this report so that we can have input into the final Bowman report based on what ‘real’ users of the report see. Please send any comments on this report using the help form.
There is a new report available in ART for voucher-based programs such as Shelter Plus Care, BRAP, and STEP. The report is intended to help voucher programs report on where they are leasing up clients, by calculating the CoC, Region or County where the client is leased based on the Client’s Current Zip Code as recorded in HMIS. Please view the short video below for more information about how to run the report and use it: