How do I record services?
Date Created: 6/26/2024 | Date Updated:8/26/26
What this is
Service Codes (or just “Services”) are used in HMIS to record support given to clients, such as financial assistance or case management. This article will show you how to add a Service for a client.
What you need to know
Add services in HMIS for enrolled clients when the service is provided, depending on your program requirements.
The following programs must record services:
- Minnesota Housing FHPAP
- Homework Starts with Home
- Hennepin Shelter Hotline
- Ramsey's Single Point of Entry
- Day Shelter projects
- Emergency Shelter-Night by Night (ES-NbN) projects that don't use the Facilities workspace
Follow These Steps
Important: 🚨 Make sure you client has an active enrollment or you will not be able to log a service for your program
- Open your Client's Record, then select Enrollment and Services, then Services:
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screenshot of the client workspace menu options
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- Click the Add New Service button:
- Complete the fields on the Service Form
- Only the fields with Red Asterisks are required.
- To find the service you need
- Click on the search icon
- When the search box appears, choose the correct category of services in the Service Group. Then you will see the list of services in that group below.
- Choose the service you want. Once you've selected the service, the box will disappear and fill in the service into that field.
ES-NbN projects that are tracking bed nights with Services must use one of the following Services:
- Housing Bednight
These service codes are set as designated HUD Bed Night services, which means they will be counted as bed nights on reports to your funders as well as reports like the Point-in-Time count.
Need to record the same service for many clients at once? Learn how to add quick services or set up a batch of services (for real-time data collection).