Quick Services in HMIS
Author: ICA | Date Created: September 12, 2024 | Date Updated: June 26, 2025
What is this
This article shows how to add the same service for many enrolled clients at once using the Quick Services Form.
What you need to know
The Quick Services Form gives you a list of clients enrolled in a program on a given date so you can assign a single service to multiple clients at once.
The Quick Services form should not be confused with Batch Services, which is designed for real-time data collection.
Follow these steps
In the Clients workspace, under Enrollment and Services, select Quick Services – Multiple Clients. Note: this will open to a client record, but it will not automatically include that client.
GIF showing where to find quick services button. In Service Screen, Drop-in centers should use Direct Services, while emergency shelters should use Shelter Services.
GIF of quick services form, selecting services screen. Specify the Service and the Date:
GIF of steps to select service, date and other fields. Set Default Units to 1. If you are tracking financial expenditures, use the Units of Measure and Unit Value to track dollars spent. Otherwise, leave the defaults in place.
Image of default units - Select the Program:
Once you have completed the required fields, a list of clients enrolled on the selected date will appear. Select the clients who received the service that day:
GIF showing how to select clients to add to quick services. - Click Save or Save & Exit to apply to the clients’ profiles.
