01. Program Enrollment: Choosing the Right Project

Overview

This article will provide instruction on the Project selection step of the Client Intake and Program Enrollment guided workflow, including how to indicate if the Project the client is being enrolled in is covered by combined or multiple funding streams.

• More About This — Further important information is found in this section.
• Details — Specific details and/or step-by-step workflows will be described in this section.
• Video — Any relevant videos will be posted in this section.

More About This

MN HMIS users will notice as they enroll clients, an exciting new ability to select multiple grant sources that may apply to that enrollment if applicable. The selection triggers the right questions and only the right questions by grant and project type automatically. This eliminates the need for our current practice of dual data entry and scrolling past questions that don’t apply to the client!

Back to top

Details

Once you have completed the Family Members step of an Intake, the guided workflow will move you into the Program Enrollment phase of the process:

1. For the Project field, select the project at your agency in which you are enrolling the client or household:

2. If the Project you select has combined or multiple funding streams, you will see the option appear to select which funding grants to apply to the client's enrollment.
   1. For the Select any additional State or Local Grants field, select all that apply to the specific client you are enrolling. Any selectable grants you see in this multi-select field are ones that may not cover 100% of the clients in the project.

• Note: A funding source listed in the Grants automatically attached to this program field indicates that the grant covers 100% of the clients enrolled in that project. It will always be greyed out and users will not need to interact with this field.
• If the project receives HUD and/or federal funding, then 100% of the enrollments in the project must be funded by the federal source. Only state/local grants will be selectable.

3. Once finished, scroll down to complete the next section of the page.

Back to top

Video

Under construction, coming soon!

Back to top

Related Articles & References

Under construction, coming soon!

Core HMIS Workflow How-to Guides:

HMIS Fundamentals

ClientTrack Basics

Client Intake

Program Enrollment

Questions? Email the Helpdesk: MNHMIS@icalliances.org