How to Create a Client

Author: Howie River | Date Created: June 25, 2024| Date Updated: June 9, 2025


What this is

Do you need to create a new client in HMIS? Learn how to add a new client and complete the Basic Client Demographics, Contact Information, and Family Information sections for a new client.

Step-by-Step Video

Click here to watch the video. Press play to begin.

Instructional Video

More About This


You should only be adding a client to the system when you are completing an Intake and Enrollment into your program, or when completing a shelter pre-screening assessment (Hennepin and Ramsey only).

🚨Before creating a New Client make sure you thoroughly search HMIS to ensure the client doesn't already exist. Check out Searching For a Client for more information.

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Details

If you are a Coordinated Entry Assessor, use this version of How to Create a Client

  1. Navigate to the Client Workspace
  2. Search for the client as described in the Searching For a Client article to make sure the client doesn't already exist in HMIS.
  3. Once you have determined the client is not in HMIS, Select Intake from the menu group.
A search engine window with orange circles and black text

Description automatically generated
Selecting the Intake icon
  1. On the first page of the Intake process, Select Add a new client to create a new client.
Selecting Add a New Client

🚨Warning: Proceeding without searching for a client record first, could result in a duplicate record!

  1. Next, complete the Basic Client Information section. Any fields with a red asterisk are required and must be filled out to proceed.

    Name Quality and Social Security Number Quality allow you to indicate if a client doesn't know or declines to provide information.

  2. Proceed to the Basic Client Demographics section:
    • Both Race and Ethnicity and Gender allow you to select multiple answers.
Multiple selections for Race and Ethnicity, and Gender
  1. Next, complete the Contact Information section for your client:
Contact Information Form
  1. In the Family Information section, you can link the client to an existing Family using the Family lookup field, or If completing an intake for a single individual, select Self in the Relationship to Head of Household field.
Selecting Self (head of household)
  1. Next, document the client's data sharing preference that they indicated in the Release of Information. This is the final section of the client's basic information.

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