How to change the date on an assessment
Date Created: April 13, 2026
What this is
We're all human and we all make mistakes! 🤷♀️This article walks you through how to change the date on an assessment in HMIS.
What you need to know
When creating an assessment (entry, update, annual, or exit), it is important that the date of that assessment and all the dates on the forms in the workflow match. Mismatch dates can cause errors on your report.
This article is a great resource for how to correct a mistake you make but the data checkers are your best tool for identifying and fixing missing or invalid data.
Steps to follow
When creating assessments (entry, update, annual, or exit) or other data tied to a date (referrals, services, etc...) the system defaults to today's date. If you forget to adjust the date, you can go back in and fix this.
Assessment data
- Click the action button (three dots) next to the enrollment and choose the assessment you need to correct.
- Go through the whole assessment and make sure to update each form in the workflow with the correct date. Remember to click Save on each form after updating the date.
Other data
- Go to the section where the data lives you are trying to edit. For example, if you need to change the date on a service you entered, go to Services.
- Find the data you need to change and click on the edit icon to the left.
- Once you update the date, remember to click Save.
If you do not have the option to edit data, chances are you are in the wrong organization. Check that you are in the same organization that the data was created under and try again.