Homeless Management Information System (HMIS) Resources

The Homeless Management Information System (HMIS) is a local information technology system that is used by homeless service providers to collect confidential client-level data including demographics, history of homelessness and services accessed, and service need.

The program was developed in response to a mandate by Congress requiring states to collect data in order to receive funds from the U.S. Department of Housing and Urban Development (HUD) to address homelessness.

In Sacramento and Yolo counties, HMIS is managed by Sacramento Steps Forward.

For HMIS forms and documents, please visit our Helpful Materials page.

Contact our HMIS Team at HMIS@SacStepsForward.org

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HMIS New User Training (Please refer to the Access Role Page to see what videos are required.)

Access Role  Number of Users per AgencyRequired TrainingPrimary / Additional / Both
Agency Staff – Agency Manager1 Per Agency* HMIS New User VI-SPDAT Trainings (Report Training SOON) Primary*
Agency Staff – Program ManagerLimited by Number of Agency’s Programs HMIS New User VI-SPDAT Trainings (Report Training SOON)Both
Agency Staff – Direct Service Staff WITH AssessmentsNot LimitedHMIS New User VI-SPDAT TrainingsBoth
Agency Staff – Direct Service Staff – NO AssessmentsNot LimitedHMIS New User TrainingBoth
Agency Staff – Services OnlyNot LimitedServices Only TrainingPrimary / Both
Agency Staff – Assessor OnlyNot Limited HMIS New User VI-SPDAT Trainings Additional Agency Only
Agency Staff – Read Only Rights Not Limited HMIS New User TrainingBoth
Reporting & Monitoring OnlyNot Limited HMIS New User (Report Training SOON)Both

 

Brief Description of Each Access Role

  • Services Only: Limited viewing access in HMIS. Create Services within active program enrollments, notes, and public alerts only.
  • Direct Service Staff NO Assessments: View/Create/Edit Client records, program enrollments, services, contacts, locations, files, notes, and public alerts. Limited to viewing only of Client Assessments. (CANNOT conduct the VI-SPDAT) Access to Report Library & Data Analysis build.
  • Direct Service Staff WITH Assessments: View/Create/Edit Client records, program enrollments, services, assessments, contacts, locations, files, notes, and public alerts. Access to Report Library & Data Analysis build.
  • Assessor Only: View/Create/Edit Client records, assessments, contacts, locations, notes, and public alerts. Limited viewing access of client records. No access to reporting features.
  • Read Only Rights: Limited viewing access only.
  • Reporting and Monitoring Only: Viewing access with access to Report Library & Data Analysis build.
  • Program Manager: In additional to having same access as Advanced Direct Service Staff, access to limited delete rights.
  • Agency Manager: In additional to having same access as Advanced Direct Service Staff, access to limited delete rights, and ability to build and SAVE Data Analysis reports. (Agencies will be limited on the number of staff that have this access role.)
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Details to Come – Please check back at a later time. 

Check this page for new information and updates. Updated: December 31st, 2021.

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Holiday Office Closure Notice

Sacramento Steps Forward will be closed from: 

December 25, 2024 – January 1, 2025

 

We will monitor voicemail and email during this time and respond to urgent matters.

 

Contact Us:

Email: info@sacstepsforward.org

Phone: (916) 577-9770

 

For PSAP support, please visit our CAS Provider Portal.

 

 

Thank you for your support and collaboration. We wish you a peaceful and healthy holiday season!

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