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Happy Case Managers, Happy System Admins

Recorded: Thursday, Oct. 19, 2017

Between double data entry and high caseloads, it’s widely understood that a case manager’s time and resources are limited. So, it comes as no surprise that time constraint is the most common response when the topic of HMIS system usage hits their desk.

That leaves the big question- how can case managers be helped?

For various agencies, the needs are numerous and quite often the same:

  • Questions that are not the normal HUD mandated questions
  • A more systematic way to store documents
  • An efficient way to input client notes 
  • Data that is easy to read at a glance 
  • Using these techniques to bring more agencies on board with HMIS 

Our presenter shared her experience working closely with agencies that resulted in the creation of personalized assessments to help case managers streamline their workflows within the office using ServicePoint.

We also reviewed a sample case management assessment that helps users capture data points that are easily read and easily reported on.

Fill out the form to hear HMIS Program Coordinator, Helen Cotton, as she expounds on the adage, “Happy Wife, Happy Life,” but more specifically, “Happy Case Managers, Happy System Admins.”

Helen Cotton, HMIS Program Coordinator
United Way of the Midlands

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