SETN Data Tune-Up: Client Search & Duplicate Management (August 2025)

This training focuses on searching for clients and managing duplicate records in HMIS.

• Outlines best practices for client searches, emphasizing searching at least three times before creating a new record.

• Demonstrates how to identify duplicates through examples like spelling variations, nicknames, name changes, transposed data, and incomplete SSNs.

• Provides examples of common entry errors and how to avoid them.

• Offers step-by-step guidance on submitting support tickets, determining urgency, and following up effectively.

2025_08 SETN Data Tune Up.pptx

Download PPTX • 2.09MB