CES Workflows

HMIS Privacy Posting

HMIS Client Release of Information

The Release of Information to be used for clients if your organization prefers a written ROI. Otherwise, ROI is inferred. 

ClientPoint Intake form Intake Form which includes the HUD Universal Data Elements required for general project entry into ClientPoint. Project specific data elements are not included. 

ShelterPoint Intake form

Intake Form which outlines the process of checking-in a client into your facility for ESG funded providers. 

ShelterPoint Intake form for non-ESG funded providers

Intake form which outlines the process of checking-in a client into your facility for non-ESG funded providers. 

ClientPoint Intake form for SSVF

Intake Form which outlines the SSVF project entry into ClientPoint. 

SSVF Data Quality form

This document outlines the process on how to pull and read your SSVF Data Quality Report.

Referrals Report

This document provides instructions on how to set up your Referrals Counts Report and pull your agency and/or project Referral Report.

Data Accuracy/Completeness Report Training slides

This document accompanies the Data Accuracy/Completeness Report Training webinar recording. 

Annual Assessment Report Training slides

This document accompanies the Data Annual Assessment Report Training webinar recording. 

HUD Verification Sub-assessments Data Entry/Report Training slides

This document accompanies the HUD Verification Sub-assessments/Report Training webinar recording. 

WV Statewide HMIS Policies and Procedures 

The Policies and Procedures governs use of the HMIS throughout the statewide implementation, including training requirements, user fees, security and privacy policies, and data quality requirements. 

How to Pull your APR to Upload into Sage

This document provides step-by-step instruction on how to pull your CoC Annual Performance Report utilizing the Reports tab in ServicePoint to upload into Sage.

Recording and Updating HUD Verifications Training slides

2017 Critical Data Standards Changes Training slides

This document accompanies the 2017 Critical Data Standards Changes Training webinar recording. 

Recording and Documenting Chronic Homelessness in HMIS

This document outlines how to properly record and update Residence Prior and Length of Time (LOT) Homeless information for an individual/household in HMIS. It also provides guidance on how to utilize HMIS records to document LOT Homeless.