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

  • October 24th, 2019 (New User Training)
  • November 14th, 2019 (New User Training)
  • November 20th, 2019 (Agency Admin Training)
  • November 20th, 2019 (ART Training)
  • December 12th, 2019 (New User Training)
  • December 18th, 2019 (Agency Admin Training)
  • December 18th, 2019 (ART Training)

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.

Training dates:

    • October 24th, 2019
    • November 14th, 2019
    • December 12th, 2019

HMIS New User trainings are held from 9:00am-4:00pm

Each training date can hold up to 10 people. Once the class is full the training will be removed. We have extra training dates available during the month to use if both training have been filled.

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 20th, 2019
    • December 18th, 2019

HMIS Agency Admin trainings are held from 1:00pm-2:30pm

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 20th, 2019
    • December 18th, 2019

HMIS Advanced Reporting Tool trainings are held from 2:30pm-4:00pm

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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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

Housing Status Checklist

HMIS Guides & Tools

Annual Assessment

Annual Assessment vs. Interim Update Guidelines for End Users 4.18.17

ROI Workflow Guide

Adding Service Items for Case Plans

Adding Action Steps for Case Plans

Adding Case Notes in Case Plans

Deleting a Goal

Deleting a Goal Service Item

Deleting an Action Step

Deleting a Case Note

Completing a Goal

Completing an Action Step

Completing an Action Step Follow-Up

Completing a Goal Follow-Up

Editing a Goal

Adding Goals to Case Plans

Sub-Assessment Updates

Client Households

Add a New User

TT7 – Rules for Data Security and Visibility

Steps to Minimize Duplicate ROIs Final

Housing Status Check List

Data Completeness Report Card Guide (1.7M)

  • How to run the Data Completeness Report Card, which is due to ECHO on the 10th day of the month

Agency Admin Guides & Tools

Multiple Consecutive Login Errors

No ServicePoint License Assigned

Entering Shadow Mode

Counts Report List

Create the Audit Report

Provider Tree

Copy Provider

Provider Module Settings

Services Tab

Change a Provider’s Visibility

Change a Provider’s Profile

Add Provider

Add a New Level 1 Provider

Remove Agency News Items

Edit Agency News

Add Agency News

Resource Groups

Enter Data As Groups

Reporting Groups

Sharing Groups

Reset a User’s Password

Remove a User

Edit a User

Users Entering Data for Multiple Providers

User Role Table

Add a New ServicePoint User

Online Training & Webinars