Archive for the ‘Videos’ Category

ART 101 Part 2 – Filters and Controls

May 16, 2014 Comments off

ART 101 Part 2 – Filters and Controls

Part 1 of this series was done a while ago. It is available under videos on

The Part 1 saved video is at

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

Interim Assessment and CoC APR reporting video

March 6, 2014 Comments off

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.

ART Reporting 101 Part one

June 11, 2013 Comments off

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.

Part 1
* Choosing the report to run
* Running Reports (the prompts)

Household management in ServicePoint v.5.7

May 16, 2012 Comments off

The household management screens have been updated in ServicePoint v.5.7.  For a brief (9 min) tour, please watch the following video:

Interim and Follow Up Reviews

May 16, 2012 Comments off

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:

Thank you.

Categories: 1) Training, News, Videos

How do I think about recording information about client stays in my program?

May 16, 2012 Comments off

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:

Categories: 1) Training, News, Videos

Entry Exits for multi person Households in Shelter

May 16, 2012 Comments off

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:


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