JULY 2017 PATCH NOTES

In the month of July, our HMIS vendor made some changes to HMIS to improve system functionality. Please see below for a list of updates that apply to you. If you have any questions about these updates, or if you find any issues with these updates, please contact the HMIS Helpdesk.

  • The Path Annual Details v5 management report have been updated so that if a client has more than one record, because of different Date of Contact, the report will show the multiple Date of Contact together separated by a comma.
  • The APR v5 Details management report have been updated to change values in the Annual Assessment Status column from: ‘Not yet’ to ‘Not yet required’; ‘Without’ to ‘Missing’; ‘OK’ to ‘Completed’ and Blanks/Null to ‘n/a’
    • ‘Not yet required’ is for enrollments that have less than 365 days in the project, and therefore do not require an annual assessment yet.
    • ‘Missing’ is for enrollments that have a LOS of 365 days or more, and do NOT have a complete annual assessment.
    • ‘Completed’ is for enrollments that have a LOS of 365 or more, and DO have a complete annual assessment.

MAY 2017 PATCH NOTES

In the month of May, our HMIS vendor made some changes to HMIS to improve system functionality. Please see below for a list of updates that apply to you. If you have any questions about these updates, or if you find any issues with these updates, please contact the HMIS Helpdesk.

  • The ESG Caper v5 Details management reports has been updated to change ‘Head and Adult’ to ‘Head or Adult’.
  • The ESG CAPER v5 Details management report has been updated to add the HIV/AIDS column for Entry, Assessment, and Exit.
  • The Demographic tab on the Client Intake Page has been updated to change the color of the Health Insurance field to blue to indicate it is a required field.
  • The income sub tab on the Snapshot Management tab has been updated to use the same checks and warning messages used in Central Intake when editing or adding an Income Source.

APRIL 2017 PATCH NOTES

In the month of April, our HMIS vendor made some changes to HMIS to improve system functionality. Please see below for a list of updates that apply to you. If you have any questions about these updates, or if you find any issues with these updates, please contact the HMIS Helpdesk.

  • The Universal Data Elements_Details v5 management report has been updated to add the column Exit Date.
  • The Program Specific Data Element_Entry_Results_v5 management report has been fixed so that missing responses to the 4.12 Contact, and 4.13 Date of Engagement fields will only be highlighted as missing data for street outreach and supportive services only projects.
  • The Program Specific Data Element_Entry_Results_v5 and Program Specific Data Element_Entry_Summary_v5 management reports have been updated to add Incarcerated Parent of Youth.
  • The Universal Data Elements_v5 report has been updated so that if there are no applicable enrollments for a data element, the three percentages for that data element will be displayed as N/A.

MARCH 2017 PATCH NOTES

In the month of March, our HMIS vendor made some changes to HMIS to improve system functionality. Please see below for a list of updates that apply to you. If you have any questions about these updates, or if you find any issues with these updates, please contact the HMIS Helpdesk.

  • A new management report, HMIS Data Quality Report, has been released to update the data quality reporting for all of the CoC and ESG program data quality reporting. It uses Region, COC Code, Agency, Program, Start and End Date as parameters, and it follows the requirements set in the HMIS Standard Reporting Terminology Glossary.
  • The APR v5 CSV Export, the APR v5 and APR v5 Detail reports have been updated in accordance with the APR HMIS Programming Specification released in January, 2017. The previous versions of APR v5 have been renamed to ESG CAPER v5, and the previous versions of APR v5 Detail have been renamed to ESG CAPER v5 Details.

FEBRUARY 2017 PATCH NOTES

In the month of February, our HMIS vendor made some changes to HMIS to improve system functionality. Please see below for a list of updates that apply to you. If you have any questions about these updates, or if you find any issues with these updates, please email HMIS-helpdesk@211oc.org

  • The Universal Data Elements_Details_V5 management report has been updated to display DateToStreetESSH, Times Homeless Past Three Years, MonthsHomelessPastThreeYears, and LessThan90 days in red only when they are required.
  • The Program Specific Data Element_Entry_Results_v5 management report has been updated to add the Income Source Comment field. This is the field used if ‘Other’ is selected at the client income source.
  • The Client Roster During Report Period management report has been modified to update Prior Living Situation, Length of Stay and Chronic Homeless in accordance with the current HUD Data Standards.
  • The PATH Annual Report v5 and PATH Annual Details Report v5 have been created in accordance with the requirements specified in the 2017 HMIS-Programming-Specifications-PATH-Annual-Report.

JANUARY 2017 PATCH NOTES

In the month of January, our HMIS vendor made some changes to HMIS to improve system functionality. Please see below for a list of updates that apply to you. If you have any questions about these updates, or if you find any issues with these updates, please email HMIS-helpdesk@211oc.org

  • The Universal Data Elements_V5 and Universal Data Elements_Details_V5 management reports have been updated to add data from HUD Data Element 3.917.
  • The Universal Data Elements_Details_V5 and Universal Data Elements_V5 management reports have been published with the changes to the Data Standards released in October 2016.
  • The Copy To function on the Additional Assessment page has been updated to correctly copy answers to household members, even when multiple profile activities exist for the client. The Profile information has been added to the list on the right side of the Copy To popup page.
  • On the Program Entry and Program Exit pages, questions 4.24 Last Grade Completed, 4.26 Employment Status, and 4.27 General Health Status have been rephrased to match the HUD Data Standards. 4.24 will be required for SSVF and HUD/VASH; 4.26 will required for HUD/VASH; and, 4.27 will be required for HUD/VASH.
  • The Entry Application report has been updated in accordance with the new HUD Data Standards.
  • The Snapshot Management tab has been updated to search for duplicate Social Security Numbers when a SSN is changed and the record is saved in the snapshot.
  • The Program Entry page has been updated to prohibit enrollment dates in the future; dates will be allowed to be the current date or earlier only.
  • The APR 2013 v5 report has been updated so that the Report Period Maximum Length can be up to 549 days, when the parameter Extended Contract is selected True.
  • The Group Program Exit page has been updated to allow exiting just selected records, rather than all records in the grid. Users will be able to select one or more records or check one box to select all records.

DECEMBER 2016 PATCH NOTES

In the month of December, our HMIS vendor made some changes to HMIS to improve system functionality. Please see below for a list of updates that apply to you. If you have any questions about these updates, or if you find any issues with these updates, please email HMIS-helpdesk@211oc.org

  • The Save Answer button on the Program Entry page has been updated to correctly check for required questions.
  • The CFCOC Services Provided management report will now count the age of clients as explained below:
    • In the Unduplicated Clients field, age will be determined as of the first day the client is served during reporting period.
    • In the services section, age will be determined as of the date the service is provided.
  • The CFCOC Services Provided Details management report will now count the age of clients as of the first date the client is served during the reporting period.
  • The ESG CAPER 2014 and ESG CAPER Detail 2014 management reports have been updated to match the new Data Standards released October 1, 2016.
  • The Program Specific Data Elements_Entry_Results_v5 and the ProgramSpecificDataElement_Exit_Results_v5 management reports have been updated to add columns for Gender and HOH/Client. The HOH/Client column will display ‘True’ if client is HoH and/or Adult 18+, and it will display ‘False’ if client is neither HoH nor Adult 18+.
  • The Program Specific Data Element_Exit_Results_v5 and Program Specific Data Element_Exit_Summary_v5 have been updated with the recent changes to the HUD Data Standards.
  • The Sessions page have been updated to switch the positions of the CLEAR and SEARCH buttons to locate them directly next to the page’s search fields.
  • The Export Schedule v5 page has been updated to add a button labeled ‘Copy Schedule’. The button allows users to make a copy of a previous export job. The default date for the job will be the current date, and the parameter data will be copied.

NOVEMBER 2016 PATCH NOTES

In the month of November, our HMIS vendor made some changes to HMIS to improve system functionality. Please see below for a list of updates that apply to you. If you have any questions about these updates, or if you find any issues with these updates, please email HMIS-helpdesk@211oc.org

  • The Data Export CSV 5.1 report has been released in accordance with the new export specifications released by HUD, and should be used by all RHY and SSVF funded projects to import into their repository.
  • The ESG CAPER Data Export 5.0 report has been released in accordance with the new HUD Data Standards v5, and should be used for all future ESG exports.
  • The Central Intake Client Listing page has been updated so that the Identifier field will search values in both the Identifier and ID fields.
  • The Program Entry questions have been updated to remove the “In permanent housing” question, and reword “If yes, move in date” to “Residential move-in date”. This is in accordance with the Data Standards released October 1st.

OCTOBER 2016 PATCH NOTES

In the month of October, our HMIS vendor made some changes to HMIS to improve system functionality. Please see below for a list of updates that apply to you. If you have any questions about these updates, or if you find any issues with these updates, please email HMIS-helpdesk@211oc.org.

  • HMIS has been updated with the changes to the Data Standards that came into effect on October 1st. To learn more about the changes click here.
  • The Program Entry page Snapshot Management tab has been updated so the Income Interval field correctly allows records to be saved when the Income Source is set as ‘No Financial Resources’.
  • For RHY, SSVF, and ESG funded projects: The Export Schedule v5 page has been updated to add a button labeled ‘Copy’, which allows users to make a copy of a previous export. The default date for the job will be the current date, and all other parameter data will be copied into the new export.
  • The APR 2013 management report has been updated so that ZIP will be counted as ‘Client Doesn’t Know’ when Address Data Quality is ‘Incomplete or estimated address reported’.
  • The APR 2013 and APR 2013 Details management reports have been updated to make the Contract parameter multi select.
  • New management reports: The APR 2013 v5 and APR 2013 v5 Details reports have been released, and are updated in accordance with the New HUD Data Standard released October 1st. These reports should be used instead of the previous APR 2013 reports.
  • The Program Specific Data Element_Entry_Results management report has been updated to add the Program User Add field; this will display the user who entered the client into the program.
  • The Exit Client from Program page has been updated so that when a client who has bed services is exited from a program, any bed night services that occur on or after the exit date will be deleted.This means that the bed night for the night of the exit will be deleted.
  • The Case Notes page has been updated so that the date of the case note cannot be earlier than the Program Entry date.

 

September 2016 Patch Notes

In the month of September, our HMIS vendor made some changes to HMIS to improve system or reporting functionality. Please see below for a list of the updates that apply to you. If you have any questions about these updates, or if you find any issues with these updates, please email HMIS-helpdesk@211oc.org.

  • The APR 2014 Details report has been updated so the Entry Income column on the details report will show ‘Data not Collected’ responses instead of ‘No Income’.
  • The Universal Data Elements_Details report has been updated to add Head of Household and ProgramUserAdd columns.
  • The Universal Data Elements_Agency report has been updated to correctly count the number of Head of Households on the report.
  • The APR 2014 and APR 2014 Details reports have been updated to use the snapshot with the last Snapshot Date before the Report End Date to determine the stayer’s income.
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