Download
1 / 36
360 likes | 370 Vues
HMIS Reporting. Feb. 4, 2019. Jon Magee and Eric Wilka. Goal. Learn how to use what’s available in the system to answer questions beyond what’s typically found in compliance reporting. Agenda. Active Client List Open Enrollments w/Most Recent Assessment PIT Report APR Detail Exports
E N D
HMIS Reporting • Feb. 4, 2019 Jon Magee and Eric Wilka
Goal • Learn how to use what’s available in the system to answer questions beyond what’s typically found in compliance reporting
Agenda • Active Client List • Open Enrollments w/Most Recent Assessment • PIT Report • APR Detail Exports • Service Reports
Active Client List (Home Workspace | GA HMIS Reports | HUD/HMIS Reports | HMIS Active Client List)
Report Filters • Enrollments Between • Your date range of the report • Report Type • Active at any point: Let’s you look at everyone who was active for at least 1 day in the report period • Begin Enrollment: Entry Date was in the date range of the report (regardless of exit date) • Exited: Exit Date was in the date range of the report (regardless of entry date • Still Enrolled: Stayers as of the Report End Date • Active Client Method • Report Glossary Active Client: Means that SO clients need a contact in the report range, ES nbn clients need a bed night • Entry/Exit Dates: Means that SO and ES nbn clients are included based on enrollment dates only
Report Filters • CoC Filter • Filters by Head of Household's "Client Location", or if blank, filters by CoC the project is setup to serve. • Sub-population • Includes clients that meet it • Chronic (at-entry) • Youth (all persons under the age of 25) • Head of Household • Includes only Head of Households, based on Enrollment (Not Family). • Hide PII • Replaces identifiable info with Xs
Active Client List • Exporting to Excel allows for many more data fields to be viewed.
HMIS Active Client List • Fields available on Excel Data Export: (Fields highlighted in orange, exclusive to Excel Data Export)
APR Detail Exports Data Validation File Income Change Detail
Data Validation File • Fields available:
Q19 Income Change Detail • Can find the exact clients who maintained or increased different income categories, how much • Fields Available
Data Validation File vs. HMIS Active Client List • 198 columns • Export • 1 enrollment per client • Can be run for specific sub-populations? = No • Based on HUD Report • 33 columns • Regular Report • All enrollments for clients • Can be run for specific sub-populations? = Yes • Designed by Eccovia
Open Enrollments w/Most Recent Assessment (Home Workspace | My ClientTrack | Current Enrollments (hover) | Open Enrollments w/ Most Recent Assessment):
Open Enrollments w/Most Recent Assessment • Select your project • Select the type of assessment you're interested in • The number of days back you want the system to check • I want to see for my PSH project, the annual assessment completed or missing from around 365 days ago • Will give you information on Entry and the assessments closest to the date set (before and after)
Open Enrollments w/Most Recent Assessment • Example: Will mark both of these present on the form
Open Enrollments w/Most Recent Assessment • Example: Will show No Assessment Present in the After column
Open Enrollments w/Most Recent Assessment • Example: Will show No Assessment Present in the Before column
Open Enrollments w/Most Recent Assessment • Only looks at people with an active enrollment. • Separates visually by case members
PIT Report (Home Workspace | GA HMIS Reports | HUD/HMIS Reports | HUD Point in Time (PIT) 2018)
PIT Report • Report Overview • Pulls in the following data fields: • Gender • Ethnicity • Race • Chronically Homeless (At a point in time) • Veteran Status • Adults with Serious Mental Illness • Adults with a Substance Use Disorder • Adults with HIV/AIDS • Adult Survivors of Domestic Violence
PIT Report • Report Overview • Breaks data down into 7 sections: • Households with at least one adult and one child • Households without children • Households with only children • Veteran Households with at least one adult and one child • Veteran Households without children • Unaccompanied Youth Households • Parenting Youth Households • For each section, breaks data into 4 groups: • Emergency Shelter • Transitional Housing • Safe Havens • Unsheltered (if utilizing the Unsheltered Service Code option)
PIT Report • Report Filters • Point-In-Time Date • Is required, and filters for clients with active enrollment on that date. • Unsheltered Count – Service Code • Counts people under "Unsheltered" if they have this service. • Use More Recent • Looks at the latest assessment for the client that was created by organization responsible for enrollment. • Detail Report • Allows you to schedule a CSV export of unfiltered PIT data.
PIT Report • Clicking on populated numbers pop up a "Drilldown" window, listing individual clients.
Service Summary Report • Home Workspace | Standard Reports | Service Summary
Service Summary Report • Best to use the combination of Date Range, Organization, and Grant filters onlywith service reports • Returns information on Services and Clients who received them
Additional Reporting Options • What if there’s additional things I need to report on, but there doesn’t seem to be a report that will get me what I need? Example: "How many referrals did our agency receive last week?" • Submit an issue ticket. Try to be as detailed as possible. • CoC Admins have access to a report tool, where they can pull data for you that you can’t. The following will require approval from DCA: Example: "We're needing a report built that can provide us with custom performance measures for our agency" • System admins can create, and add to the menu, basic/simple reports (such as the LSA DQ queries). This would need to be something that would benefit the community/implementation as a whole. • Eccovia can be contracted to build more advanced, custom reports.
