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Data Entry: How to Record SSVF Services
Purpose
For SSVF providers to enter non-financial and financial services provided to clients in HMIS for required SSVF reporting.
Process
How to Record a Non-Financial SSVF Service
Before beginning any data entry, set the Enter Data As (EDA) and Back Date modes.
1. On the client’s Summary tab, click Add Service.
2. Select the Service Type (users may choose any option that best describes the service).
3. Select Save & Continue.
4. Enter Service Notes if applicable.
5. For Non-Financial Services, select Type of SSVF Service. Leave the SSVF Financial Assistance Type and SSVF Financial Assistance Amount blank.
6. Under Need Information, make a selection for Need Status.
7. Make a selection for Outcome of Need.
8. Select Save & Exit.
On the Service Transactions tab, the SSVF Non-Financial Service is visible.
How to Record a Financial SSVF Service
Before beginning any data entry, set the Enter Data As (EDA) and Back Date modes.
1. On the client’s Summary tab, click Add Service.
2. Select the Service Type (users may choose any option that best describes the service).
3. Select Save & Continue.
4. Enter Service Notes if applicable.
5. For Financial Services, select SSVF Financial Assistance Type. Leave the Type of SSVF Service blank.
6. Enter the SSVF Financial Assistance Amount.
7. To view the service amount on the Service Transactions display, enter the amount in Total Cost of Units (this is an optional step and is not required for SSVF reporting).
8. Under Need Information, make a selection for Need Status.
9. Make a selection for Outcome of Need.
10. Select Save & Exit.
On the Service Transactions tab, the SSVF Financial Service is visible.
Resources
HMIS Data Standards Manual: https://www.hudexchange.info/resource/3824/hmis-data-dictionary/
VA Programs HMIS Manual: https://www.hudexchange.info/resource/4450/va-programs-hmis-manual/
VA Data Guide: https://www.va.gov/homeless/ssvf/hmis/