Client & User Notifications

Overview

This article will show you how to use notifications to share reminders, notices, and incident reports in HMIS. You will also learn the difference between client-level and user-level notifications, and when to use each one.

More About This

Notifications are secure ways to set important reminders or share key client information with HMIS.

Details

There are two levels of notifications within HMIS: user-level notifications and client-level notifications:

• User-level notifications can only be viewed by the user who created them. User-level notifications serve as reminders of your own upcoming tasks or deadlines.
• Client-level notifications can be viewed across agencies. Client-level notifications are a secure method for agencies to share dedicated reminders, notices, or flags associated with a client’s record. (Examples might include: "Client forgot wallet at ______, being held at front desk. Client has a referral for ______, contact case manager.")

Client-Level Notifications

To access and create client-level notifications:

1. Navigate to the desired client's record within the Clients workspace:

2. On the Client Dashboard, click the bell icon at the top to access the Clients Notifications menu:

3. In the Clients Notifications menu bar, users can click either the View Notifications bell icon or the Add Notifications plus-sign icon, depending on the desired action.

3. On the New Notification form, complete the required fields with information about the desired new client incident or notification.
4. Once complete, click Save:

User-Level Notifications

1. To access the user-level notifications menu, navigate to the user dashboard located in the top-right corner of the screen, and click the bell-shaped Notifications icon:

2. Next, click the Add Notifications plus-sign (+) icon located in the top-right corner of the user-level Notifications menu:

3. On the New Notification form, complete the required fields with information about the desired new notification.
4. Once complete, click Save:

To view current and previous User Notifications:

1. Select the View Notifications bell icon within the Notifications menu: 

2. You will be directed to the Notifications/Alerts form, where you can opt to show only current notifications or to filter notifications by status:

3. Filtered notifications will appear in the results box at the bottom of the page: 

Core HMIS Workflow How-to Guides:

HMIS Fundamentals

ClientTrack Basics

Client Intake

Program Enrollment

Questions? Email the Helpdesk: MNHMIS@icalliances.org