How Do You Record Services?
Author: Howie River | Date Created: 6/26/2024 | Date Updated: 6/26/2025
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 Co. Shelter Hotline
- Ramsey Co. Single Point of Entry
- Day Shelter projects
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:
- Click the Add New Service button:
- Complete the fields on the Service Form
- Only the fields with Red Asterisks are required.
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).