HMIS Training

Welcome to ECHO HMIS training page for ServicePoint. On this training page you will be able to access training material for basic ServicePoint functions, HUD policies, and much more. If you are a new agency interested in joining ServicePoint you can enter a help desk ticket here to contact our HMIS director for details.

If you are a new user at an existing agency you will be required to attend a new user training as well as complete some additional agency specific training before you get started. New User Training is designed for staff members who will need to start using ServicePoint. This training is required of all new ServicePoint users before access to the protected ServicePoint website. This training will cover history, importance of data, ethics, and basic ServicePoint overview.  Once this New User training is complete new users will be required to complete their agency specific training as well.

New User Training Agency Admin Training 

ART Training Training Support & Materials

Upcoming HMIS Trainings

  • November 11th, 1:00-2:00 pm (HMIS Training Office Hours) VIRTUALLY
  • November 17th, 2021 (Agency Admin Training) VIRTUALLY
  • November 17th, 2021 (ART Training) VIRTUALLY
  • (New User Training) Learning Management System VIRTUALLY

All trainings conducted at the ECHO office, 300 E Highland Mall Blvd, Suite 200, Austin, TX 78752

Click here to register for HMIS Training

New User Training

New User Training is designed for staff members who will need to start using ServicePoint. This training is required of all new ServicePoint users before access to the protected ServicePoint website. This training will cover history, importance of data, ethics, and a basic ServicePoint overview.

           The first half of HMIS New User Training is completed within a learning management system (LMS)

After all trainings are completed within the LMS, you will be contacted to register for the data entry portion of training. Data entry training will be held virtually through zoom. .

To register for HMIS Training click here (Current Agency Admin Only)

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Agency Admin Training

Agency Admin training is required of all current or new ServicePoint users who are stepping up into the role of Agency Administrator. The Agency Admin at each agency is our point of contact for ServicePoint and is required to submit certain reports to our HMIS team each month, train new users in agency specific ServicePoint workflow, and attend an HMIS workgroup meeting on the third Friday of every month. The Agency Admin must go through a New User training prior to completing an Agency Admin training. If you have any questions in regards to becoming an Agency Admin please fill out an Help Desk ticket and out HMIS support team will get back with you asap.

Training dates:

    • November 17th, 2021

HMIS Agency Admin training will be held from 1:00-2:00 pm

Additional training dates will be added as necessary when a new Agency Admin comes on board.

To register for HMIS Training click here (Current Agency Admin Only)

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Advanced Reporting Tool (ART) Training

The purpose of ART Training is to learn how to run reports using the Advanced Reporting Tool that is linked to our HMIS system, ServicePoint.

Training dates:

    • November 17th, 2021

HMIS Advanced Reporting Tool training will be held from 2:00-3:00 pm

Training dates will be added as necessary when a new Agency Admin comes on board or someone gets an ART license.

To register for HMIS Training click here (Agency Admin Only)

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HMIS Training Office Hours

HMIS Training Office Hours are offered to provide more individualized HMIS support. Bring any HMIS questions you have and those will be answered for you.

Training dates:

    • December 16th , 2021

HMIS Training Office Hours will be held from 1:00-2:00 pm

To register for HMIS Training click here 

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Training Support & Materials

If you have any training related questions or need training support please submit an HMIS help desk ticket selecting the “training” category and explain your request in the text box at the bottom.

New HMIS Documents HMIS Guides & Tools 

Agency Admin Guides & Tools Online Training & Webinars

New HMIS Documents

ROI Cancellation Form (2014)

Steps to Minimize Duplicated RoIs

HMIS Guides & Tools

2021 HMIS Satisfaction Survey FAQs

Annual Assessment

Night by Night Shelter Guide

Annual Assessment vs. Interim Update Guidelines for End Users 4.18.17

ROI Workflow Guide

How to Create Case Notes in HMIS

ART Data Completeness Report Card Guide

How To Record Disability in HMIS

Client Households

Agency Admin Guides & Tools

Entering Shadow Mode

Counts Report List

Reporting Groups

Reset a User’s Password

Edit a User

Users Entering Data for Multiple Providers

User Role Table

Add a New ServicePoint User

Online Training & Webinars