What is a Guided Workflow?
Date Created: 7/14/2025 | Date Updated: 7/14/2025
What this is
HMIS uses guided workflows to walk you through data entry. This article will help you understand common workflow features in HMIS.
What you need to know
Guided workflows help you complete data entry tasks like Intake & Enrollments, Updates, and Exits. Workflows are made up of rules, forms, and assessments custom to each process.
Topic
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When you begin an Intake, you will notice a guided workflow will start:
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You can pause or cancel workflows. Only cancel a workflow if you created it on mistake.
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Red asterisks show which questions are required:
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If you miss a required question, blue text will appear explaining what you missed:
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Use the Default Last button to pull in the most recent information on file. Still ask your client for their most up-to-date answers.
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After moving through a workflow, click Finish to finalize your work. Missing this final step can create data quality issues for you later on.
