HMIS Help Guides - greenriver/hmis-warehouse GitHub Wiki

Please Note: This is a work in progress

These Open Path HMIS Guides highlight various features of the Open Path HMIS and describes basic usage of those features.

Images displayed in this document are examples from our staging site and do not include real client or project information.

There are a few important considerations to keep in mind while using these guides:

  • Access to features is be controlled by permission; you may not have access to all sections outlined in these guides.
  • Projects, project groups, organizations, CoCs, and data source filters may vary depending on your permission settings and user role.

Please contact Green River if you have any questions regarding the contents of this document or the reports available in Open Path.

Organizations

  • Organization Overview
  • Adding an Organization
  • Closing an Organization
  • Deleting an Organization

Projects

  • Project Overview
  • Adding a Project - Including Funding Source, CoC, Inventory
  • Closing a Project (and Components)
  • Deleting a Project (and Components)

Client Search

  • General Search
  • Advanced Search
  • Card View vs. List View

Client Management

  • Adding a New Client
  • Deleting a Client
  • Merging Client Records

Client Profile

  • Client Profile Overview
  • Adding/Replacing Photo
  • How to upload a file

Enrollments

  • Adding an Enrollment
  • Adding a client via enrollment
  • Editing an Enrollment
  • Deleting an Enrollment

Household Management

  • Household Table Overview
  • Household Management
  • Add/Remove Household Members
  • Changing the HoH

Assessments

  • Assessment Table Overview
  • Assessment Overview - Components of the assessment (ex. Income)
  • Auto-filling Assessments
  • HUD Assessment Sections (ex. Income, Disability)
  • Intake Assessment Workflow (Including HH members)
  • Update Assessment Workflow
  • Annual Assessment Workflow
  • Doing annuals for a household
  • Exit Assessment Workflow (Including HH members)
  • Only exiting one person versus exiting everyone
  • Updating Information on an Assessment