Correcting Intake

UpdatedApril 7, 2025

In this article, we will review how to access and correct inaccurate or missing client information in the Homeless Management Information System (HMIS) that was entered at intake for your project.

Step-By-Step Instructions

This article is intended for HMIS users who are familiar with the basics of how to enter a client in HMIS. If you need instructions for those steps use the links in the Related Articles section below.

Before making any changes to your client’s intake information, make sure you are using Enter Data As and Back Date Mode, if needed. These articles are linked in the related articles section below.

Step 1 – Click “Clients” on the Navigation Menu.

This is located on the navigation menu on the left side of your screen (1).

Step 2 – Enter the client ID number.

If you have the client ID number, enter it in the client ID# box as shown below (2). If you don’t know or have the client ID number, you can search for them using their first and last name or their SSN. Refer to the “Searching for a Client Profile” article for further assistance.

Step 3 – Navigate to the Entry/Exit tab

After searching for the client, navigate to the Entry/Exit tab (3). Locate your project in the row(s) shown (3a). Click on the pencil icon to edit this intake information (3b).

Step 4 – Correct client information as needed.

Once you are in the correct intake assessment, make your corrections as needed to the Project Controlled Logic-Based fields (PCL-b) and Project Controlled Independent fields (PCI). If you need to make corrections to the client’s name or social security number (search fields), please contact HAWNY at [email protected].

Note: The Data Quality fields should be filled out according to the information entered, regardless of the response or lack thereof. They are key pieces of HMIS data related to keeping track of clients which has implications for assessing services and funding. If any data quality fields are not filled in, they will show as an error in reports.