HMIS/CMIS ServicePoint

ServicePoint is a Management Information System used to record and share information among service-providers on services provided to at-risk, homeless, or near homeless clients. ServicePoint is project of the NW Social Service Connections (NWSSC) of the Portland Housing Bureau project. 

Lane County has 24 Agencies with more than 150 Projects in ServicePoint.  

Lane County Agencies Using ServicePoint


  • Catholic Community Services 
  • Centro Latino Americano
  • Community Sharing of Cottage Grove
  • Community Supported Shelters
  • The Eugene Mission
  • Food for Lane County
  • Housing and Community Services of Lane County (HACSA)
  • Lane Council of Governments- Senior and Disabled Services (LCOG)
  • Lane County Human Services Division
  • Laurel Hill
  • Looking Glass
  • Mainstream Housing, Inc.
  • Oregon Department of Human Services (Lane County)
  • Oregon Health Authority
  • Pearl Buck Center
  • Relief Nursery, Inc.
  • ShelterCare
  • Siuslaw Outreach Services
  • Sponsors, Inc
  • St. Vincent de Paul of Lane County - First Place Family
  • St. Vincent de Paul of Lane County - Housing Programs
  • St. Vincent de Paul of Lane County - Lindholm Center
  • Upper Willamette CDC
  • Veterans' Administration
  • White Bird Clinic
  • Willamette Family Treatment
  • Womenspace

ServicePoint Support

Melissa Coloma, HMIS System Administrator

Lisë Stuart
, HMIS System Administrator 

Intake Forms for ServicePoint Entry and Associated Data Quality Reports

Intake, Update and Exit Assessments for ServicePoint Providers

Download the Provider-Assessment_Crosswalk.xlsx to determine what form to use for your Provider (project).

Key to Document Names:

  • UDE = Universal Data Elements. The minimum required data to collect. Usually for Basic entry types, but not Emergency Shelter or Street Outreach.

  • PLUS = Additional Program Specific data elements required by the funder(s)

  • ES = Emergency Shelter

  • SO  = Street Outreach

  • VA-GPD  = Veteran Administration Grant Per Diem program

  • MOW = Meals on Wheels

  • SS = Social Services

Entry Assessments

Update Assessments

Exit Assessments

NOTE: RHY, SSVF, VA and PATH forms are not provided by Lane County

Word format available on request to your System Administrator

ServicePoint Training Videos

For Training Credit:
(1) Watch the training videos.
(2) Complete the survey.  You will need to watch the video to complete the survey.

The survey is located in the YouTube Description Box.


Steps to Getting Started in ServicePoint
Client Confidentiality and User Responsibilities
Introduction to ServicePoint

Creating or Updating Client Information

Creating a new client record​
Correcting a client's personal information
Managing Households

Client Enrollments

Rapid Re-Housing Workflow in ServicePoint
Street Outreach Workflow in ServicePoint
PATH Project Data Entry
Open an Entry/Exit
Editing an Entry/Exit
Deleting an Entry/Exit
Close or Exit an Entry/Exit
Family Member Leaves-Exits Household
ShelterPoint Household Enrollment
ShelterPoint Exit
Deleting a ShelterPoint Entry
Creating an Interim Review
Creating a Follow-up

Service Transactions

Creating a Service Transaction
Creating a PATH Service Transaction
Creating a Service Transaction with Funds Request
Choosing a Service Unit Type
Editing a Service Transaction with Funds Request
Voiding a Funds Request
Delete a Service Transaction
Creating a PATH Referral


Looking up Data History
My data disappears! - Date and Time Stamp
Explanation of Length of Time Homeless Questions
Completing HUD Verifications
Entering in Universal Data Elements
Add Household Data - copying common HH data to all HH members
What is the Entry Type?

Coordinated Entry

Overview of Coordinated Entry System
Front Door Assessor Training

Agency Administrator

Role and Responsibilities
Change User Password
Performing Data Quality Assurance
ART Data Quality/Data Completeness Reports


ServicePoint Privacy Notice

 The Privacy Notice is intended to inform clients of the uses and disclosures regarding client data in ServicePoint. The notice must be posted in the lobby and work stations where clients are served in all agencies using ServicePoint. The complete notice to clients will be made available to the client at the client's request.  ALL PROGRAMS/AGENCIES USING ServicePoint are REQUIRED TO POST THIS NOTICE.

As of Oct 1, 2017, Lane County Agencies are collecting Release of Information forms for new activity in ServicePoint.


Lane County HMIS Policies and Procedures

Agencies who use ServicePoint have agreed to following the HMIS Policies and Procedures.

ServicePoint User Licenses

At this time, Lane County is purchasing ServicePoint User licenses for agencies in the Lane County continuum. The number of licenses purchased is determined by Lane County considering number of sites, clients at a point in time, and volume of services delivered daily.

New Users are required to complete a User Policy Agreement which is witnessed/signed by their supervisor