Correcting Snapshots and Recording Annual Assessments in HM - PowerPoint Presentation

Slide1

Correcting Snapshots and Recording Annual Assessments in HMISSlide2

How to Amend an existing Snapshot

Go to the

SnapshotManagement

tab

Make sure that you are on the CORRECT snapshot. If you are changing the Intake/Entry Snapshot, you will go to the FIRST snapshot. If you are changing an annual assessment, make sure it is correct snapshot in the sequence. If you are correcting an exit snapshot, make sure it is the LAST snapshot. You can scroll through snapshot by pressing the

Next

button on the top right of your screen. You can also see previous snapshots by pressing the

Previous

button.

Check your

SnapshotManagement

information to see if everything is correct and matches the client’s intake, annual assessment, or exit information (depending on what you are correcting). If it is correct, you do not have to change anything. If you have to change any information in the Contact, Demographics, Income, Status, or Family Contact page you may do so at this time. Then press SAVE and Update CI.Slide3

Snapshot ManagementSlide4

Annual Assessment

Annual Assessment

- If a client is in a program that lasts over a year, the user needs to take an “Annual Assessment” of the client whereby changes to the client’s income, non-cash benefits, and health insurance will need to be reflected annually (within 30 days before or after the anniversary date of the day of enrollment). Slide5

Click on the Program Client Search Page in the left navigation bar

.

Enter the first and last name of the client in the First

Name and Last Name fields

.

D

ropdown the correct program in the Program dropdown menu.

Choose the correct program that you would like to update from the customer grid. Make sure you pick the right program and client. Slide6

You will see a page that looks like this:

Make sure that you are on the LATEST snapshot. You can go to the last snapshot by pressing the

Next

button. You can also see previous snapshots by pressing the

Previous

button. You always want to update the LATEST snapshot when changing information.

Press the New button to create a new snapshot. A new snapshot will be created and numbered sequentially and have the current date. Slide7

Go to the date field next to the Save Date button and enter the date you were made aware of the annual update (usually the date that the client fills out the annual assessment forms).

Click on the “

Save Date

” button to save the date.

Go to

Income tab

Change

Stated Income

if it is different from Client Entry and change the Stated Income to reflect the new data.

(Note: You can add a new source of income as well by pressing Add).

Press

Save

on the left hand side under the Income tab

.

Update the

Client Intake

information from

SnapshotManagement

by pressing the

Update CI

button

.

Change the non-cash benefits and Health Insurance

(below the income section)Slide8

After you update the CI, you must go to the navigation pane and click on the Customer Profile v5.5 page.

In the

Additional Client Assessments v5.5 page

,

Prog

. Component should be selected (usually there is one for each program, but you may need to check with your program manager as to which component to use if there is more than one).

Choose a Milestone (usually there is one for each program but you may need to check with your program manager as to which milestone to use if there is more than one).

T

he selection for

Activity

should be Annual Assessment

Staff

should be entered as yourself

*****Start Date

should be entered as the

same date

used on the annual assessment snapshot. Slide9

Why are Annual Assessments important?

We have to meet certain goals based on retention and increase of income for our clients.Slide10

Did you get all that ?

Talk to your supervisor, and e-mail

colorado.hmis@coloradocoalition.org

Also see

www.mdhi.org

and click on “

Colorad

HMIS” for HMIS Classes, videos, documents, and more!