Enrollment: Finishing a Client Intake

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Overview

This article will show you how to successfully complete a Client Intake in HMIS and prevent data-quality issues during the process.

More About This

The most important part of any guided workflow is hitting the Finish button at the end. Navigating away from any guided workflow before clicking on the Finish button on the final page will cause data quality issues!

Details

1. Once you have fully navigated through all the forms and assessments, you will see green check-marks to the left of all the steps in the Intake guided workflow menu on the left-hand side of the page:

2. On the final screen, click the large grey Finish button to finalize and close out your workflow. Navigating away from any guided workflow before clicking on the Finish button on the final page will cause data quality issues!

Core HMIS Workflow How-to Guides:

HMIS Fundamentals

ClientTrack Basics

Client Intake

Program Enrollment

Questions? Email the Helpdesk: MNHMIS@icalliances.org