Documenting the ROI (how a client would like their data shared in HMIS)

Author: Reid Lemker | Date Created: July 1, 2024 | Date Updated: June 4th, 2025

What this is

Need to document a client's Release of Information selection? This article shows how to document whether a client has consented to share their transactional information with all MN HMIS-participating organizations. If they do not consent, this means you will select Creating Organization Only for enrollments and services.


Documenting an HMIS ROI

The HMIS Release of Information is the last section on the Basic Client Information form when completing an Intake.

  1. Scroll down to the Transaction Visibility section of the page:
    1. Select Creating Organization ONLY if the client checked Do Not Share on the HMIS ROI.
    2. Select ALL Organizations if the client checked Share on the HMIS ROI.

🚨Remember the client's sharing selection and answer identically whenever you are asked to indicate visibility restriction on a data element throughout the enrollment process.

Confirming a Client's ROI Status

If you need to confirm the transaction visibility of an existing client, you can see it on the client's dashboard.

  1. Navigate to the Dashboard of your client's record:


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