System
System
How can I edit an assessment?
You can correct a client's assessments by going to their profile and selecting "Common Assessments" and "Master Assessments" from the dropdown menu:In this example we want to review the information that was entered during the entry assessment.Select the three dots next to the assessment and then ...
How can I find all of the current HMIS and DV how to guides?
You can view them on the HMIS Indiana Balance of State website. https://www.in.gov/ihcda/indiana-balance-of-state-continuum-of-care/hmis-clienttrack-and-dv-clienttrack/#HMIS_Documents
How do I delete a workflow?
To delete a paused workflow that is no longer needed:Navigate to the home workspace and select the "x" next to the workflow in the paused workflows section:Then select "Yes" to confirm that you want to delete the record:
How do I resume a paused workflow?
At times you may need to click off of an intake workflow and come back later to finish entering client information.At any point in the intake you can select "Pause" in the upper right hand corner to save your progress.To resume the workflow, navigate to the home workspace and select the play butt...
What do I do if I have an issue with a report?
Review our CAPER Common Errors Guide to see if your issue is in it. If it is, you can resolve it on your own. If not, please follow the following steps.You can find the guide here: https://www.in.gov/ihcda/indiana-balance-of-state-continuum-of-care/files/CAPER-Submission-Correcting-Common-Errors-...
What is a workflow error?
Workflow errors in ClientTrack often occur when a user attempts to create a new workflow instead of resuming a paused one, or due to missing data required for specific steps.Here are the primary troubleshooting steps for resolving ClientTrack workflow errors: Resume, Don't Restart: If a workflo...