Question: I made a mistake when entering information into a client's VI-SPDAT assessment. How can I edit the VI assessment without starting a new one?

Answer: This happens! To update a VI-SPDAT assessment directly in Clarity HMIS, click the pencil icon at the bottom of the screen, and do not click "start" at the top of the screen as that would start a new assessment. Multiple, recent assessments with only one corresponding referral will show up as errors on data quality reports from the Coordinated Entry Team. Edit directly with the pencil icon to avoid extra work for the HMIS user, and to avoid any delays in your clients matching to housing opportunities. Learn more about the referral process to the CoC permanent housing queue with this Knowledge Base Article and reach out to the CES Management Team anytime with questions!

Question: I have to update each client's profile to notify me when there is an assessment due. Is there a way to get notified automatically for all my clients when an assessment is due?

Answer: Yes! Users in Clarity HMIS can now configure their user profile to receive status due notifications on clients enrolled in programs, eliminating the need adjust notifications at an individual client level. When a HUD-required annual assessment is due, Clarity HMIS sends an email (with the subject line "Assessment Due Warning") to notify the assigned staff member that the due date is approaching. To configure to receive notifications, click on your user profile and choose account settings. From account settings, toggle "ON" and choose the period of time to receive the notification in advance of the assessment expiring, then click 'save'. Follow step-by-step guides for updating user settings with this Knowledge Base Article.

Question: My team is growing. How do I add HMIS users? Can anyone request new users?

Answer: Hooray for more staff doing good work! Designated Agency administrators are the only representatives allowed to request new users and must complete the sign-up form found in TalentLMS to create an account for a new user, which sets the process in motion and is outlined in the Knowledge Base Article: How to Become an HMIS End User. The newly added End User will receive a confirmation email containing a link to verify their email address and directing them to log in to TalentLMS to begin training. Only users who have successfully completed their online training are allowed access to HMIS. Consistent onboarding and training is crucial to ensure good data quality and a shared understanding of HMIS - we appreciate your partnership in a unified HMIS!