Creating New Client Records


After a thorough search in HMIS ensuring no duplicate record, select "Add Client." Answer all required data points and then complete the ROI and end the process with selecting "Add Record." Follow directions for searching for and Creating New Client Records in this Knowledge Base Article.

HMIS Custom Migration is Complete

The Clarity HMIS custom migration from Bell Data Systems is complete! There remains some final scripting from the vendor through July, though the HMIS Support Team can now work through client merge requests and duplicate client tickets.

Read more about the Custom Migration Update here.


Friendly Reminder: Agency Check-ins with the HMIS Team

The HMIS Support Team is meeting with every agency over the months of June and July to discuss the migration so far. Please be sure to sign up if you haven't already!

Agency Administrators sign up here.

Q: Now that HMIS Support can merge client records - what happens to the record when its merged?


Answer: When a merge or duplicate client request is completed, the information is kept under just one of the profiles and the other profile is deleted. Merge requests and duplicate client requests were on hold until the completed migration to ensure no lost data. The HMIS Support Team has now worked through all remaining merge requests since the start of the migration and we appreciated your patience!


Q: Can programs, like NBN shelters and street outreach, turn on the ability to auto-exit clients?


Answer: Yes! Now that the custom migration is complete, Clarity HMIS features like the auto-exit can be turned on for relevant programs. Agency Administrators interested in utilizing the auto-exit feature should reach out to the HMIS Support Team directly by contacting SS_HMISsupport@co.slo.ca.us and specifying the program and the auto-exit parameters.

June Spotlight featuring ECHO!


Meet Kelly: Two years ago, Kelly found herself living out of her car after her father passed away unexpectedly. During this difficult time, Kelly decided to donate some of her belongings and discovered ECHO. Little did she know, this visit would change her life. Kelly began staying in ECHO's shelter program and found a job at Smart & Final. Her dedication quickly paid off as she moved from stocking to pricing manager and then to inventory manager. Kelly even helped fellow ECHO residents secure jobs at her workplace and her efforts and hardwork led to her being accepted into the apartment she had always dreamed of.


 “I’m happy! I have a balcony, it’s beautiful, clean, and quiet. Every morning I wake up, I’m still in awe. It’s just so cute! I can’t even believe that two years ago I was living out of my car and now I’m here,” Kelly shares with excitement. “The help, and the case managers were so instrumental with my mental health and being there for me."

Clarity Connect 2024


Bitfocus Clarity hosts a 3-day annual conference in September with peer networking, interactive learning labs and session content. Learn more about this Las Vegas event on the Bitfocus Clarity Connect website here.

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