HMIS Workflows, Intake Forms, & Data Standards Guides

Below you will find the most recent workflow documents for ServicePoint. For more information about our workflow documents and HMIS or if you or your agency need training, please contact Erin Matheny.

Intake Assessments

Document Type Revision Date

SubCook Initial Intake Assessment

doc October 1, 2020

This Intake template is the companion paper form for the Initial Intake Assessment in ServicePoint, effective October 2020. The file also inlcudes the forms for the SubCook HP and IDHS ETH Supplemental Assessments and the HH Member Supplemental.



Standard Workflows and Guides

Document Type Revision Date

HMIS APR Workflow

pdf October 1, 2020

This one page, two-sided document is the standard workflow for entering a client from start to finish and makes much more sense after you have attended training.

HP and RRH Supplemental Workflow

pdf June 25, 2020

This document provides step by step instructions for sharing client information and recording service transactions specific to Homeless Prevention and Rapid Re-Housing Services.

HMIS Sub-Assessment Guide.pdf

pdf January 13, 2015

This document gives step by step instructions for the new HUD Verification process for the 4 sub-assessments on our Comprehensive Entry Assessment. This document includes information on the Disabling Condition, Monthly Income, Non-Cash Benefits, and Health Insurance Sub-Assessments.

Reporting Workflows

Document Type Revision Date

HMIS ART Report Viewer Workflow

pdf June 3, 2015

This is the basic workflow for running the "0625 HUD CoC APR" report and the "0631 HUD CoC APR Details" report in ART (Advanced Reporting Tool). You must have an ART license to run ART reports in ServicePoint.

ROI Workflow

Document Type Revision Date

ROI Workflow

pdf March 9, 2018

Beginning July 1, 2016 you will be able to add an ROI to multiple projects at once. The signed ROI should be scanned and uploaded to the Agency Level (level 3) ROI binder clip for all Adults and Heads of Household.

Specialized Workflows

Document Type Revision Date

NEW! Retrieving Call Center Referrals and Recording Follow-up to Clients

pdf August 12, 2021

This document provides instructions for accessing a referral made by the Call Center, viewing client data, and documenting the referral outcome, once follow-up contact has been made to the caller.

NEW! Diversion Screening Tool Workflow

pdf August 25, 2021

This document provides instructions for documenting a Diversion screening conversation in the HMIS, including procedures for recording repeat engagements with Diversion.

Emergency Shelter SkanPoint Procedure

pdf October 22, 2013

These are the basic steps for entering a night of shelter correctly using SkanPoint. Caution: With great power (or speed in this case) comes GREAT RESPONSIBILITY. Enter a single night of shelter for 100 clients correctly or correct 100 individual nights of shelter tediously.

Client Contact and Date of Engagement

pdf November 13, 2019

Specifically for Emergency Shelters and Street Outreach Projects, these instructions help a user utilize the Outreach and Engagement Assessment in ServicePoint and describe the difference between Contacts and Engagement.

HMIS Data Standards Updates

Document Type Revision Date

HMIS Data Standards 2017 Updates

pdf October 2, 2017

Starting October 1, 2017 HUD's new data standards take effect. This document is designed to address those changes important to Suburban Cook County. All active clients as of October 1, 2017 must be updated to meet these new standards. Updates includes changes to the gender choices, as well as an important change to PSH and RRH projects with the Housing Move-In Date and how that should be recorded. Important updates to VA, SSVF and RHY projects are also covered here.

HMIS Data Standards 2016 Updates

pdf October 3, 2016

Starting October 1, 2016 critical changes to HMIS data standards are in effect, including how users collect and enter chronic homeless information and some other HUD fields. This document is designed to address those changes important to Suburban Cook County. All active clients as of October 1, 2016 must be updated to meet these new standards. You can download the updated Universal Intake Form here.

HMIS Data Standards 2015 Updates

pdf Septemeber 29, 2015

Starting October 1, 2015 HUD's new data standards take effect. This document is designed to address those changes important to Suburban Cook County. All active clients as of October 1, 2015 must be updated to meet these new standards.

Upgrade Quick Reference 2014(Previous Year)

pdf October 17, 2014

Starting October 1, 2014 HUD's new data standards take effect. This document is designed to address those changes important to Suburban Cook County. All active clients as of October 1, 2014 must be updated to meet these new standards.