New User Online Training

New User Training will teach you how to enter client data and generate reports for your agency. This training is required for any individual wanting to use Minnesota’s HMIS, ServicePoint. By successfully completing New User Training, you will become a licensed HMIS User.

You are about to undertake the online version of New User Training. This course will introduce you to Minnesota’s HMIS through a combination of videos, reference documents, and hands-on practice. Though you may only spend 5 to 7 hours total working on this training, it can take several days to complete training as some parts of the process rely on email communication. There is no fee to participate in this training.

Frequently Asked Questions

Is this training for me?

All individuals who are new to ServicePoint and will be performing data entry and/or pulling reports for their agency are required to complete New User Training. Those individuals who fall into any of the following categories are not required to fulfill the same requirements as a new user, but will have to meet certain training expectations before being granted access to HMIS:

  • Local System Administrators (LSA), CoC Coordinators, or Funder Reporting Leads
  • New members of the Hennepin Shelter Team (HST)
  • Anyone who has accessed Minnesota’s HMIS in the last 365 days as a licensed user

Contact the Minnesota HMIS helpdesk at if you fall into one of these categories so that a trainer can connect with you about your training requirements.

Can I do training in person instead?

We do not plan to offer any in-person training at this time.

My agency is not currently using HMIS, what should I do?

If your agency is brand new to Minnesota’s HMIS or is returning to HMIS after a period of absence, your agency administrators need to complete paperwork to get your agency setup in ServicePoint to enter data. Contact This paperwork can take some time to complete and should be completed prior to your registration to New User Online Training.

Ready? Start New User Online Training below!

Have a question? Email with the subject New User Training to contact a trainer.

Training Steps

  1. Registration
  2. HMIS Fundamentals
  3. Data Entry and Reporting Overview
  4. Data Entry Practice
  5. Completion

Step 1: Registration

1.1. Download the To-Do List, which will guide you step-by-step through the training process. It is recommended that you print a copy of the To-Do List to check off completed steps as you go!

To-Do List (Thumbnail)

1.2. Submit the online New User Training Registration Form, consulting with your supervisor, agency administrator, or a current HMIS user to confirm that you are providing the most up-to-date information. Shortly after submitting the form, you should receive an automated email confirming your registration. (Please note that ICA requires use of this online registration form for internal tracking purposes. If you are unable to access the registration form, contact the helpdesk at

1.3. A trainer will email you a username and password for the ServicePoint training site within 2 business days. When you receive that email, login to the training site and create your own password. (Training site access is required to complete Step 4.)

While you wait for your training site account to be setup, you can move on to the next section.

Watch this video to see a walk-through of the login process.

Step 2: HMIS Fundamentals

2.1. Review the User Training Requirements section of Minnesota’s HMIS Policies.

2.2. Watch the HMIS Fundamentals video series. These videos introduce essential HMIS concepts and policies.

Click Here to Access HMIS Fundamentals

The video below contains the entire HMIS Fundamentals video series. Open the menu above to access the series as separate, shorter videos.

Use the “expand” button in the lower right of the video to view full screen. Click here for the PowerPoint slides.

Step 3: Data Entry and Reporting Overview

3.1. Watch the video ClientPoint Module—Entry/Exit (Data Entry 121). This video introduces new users to the basics of data entry.

Use the “expand” button in the lower right of the video to view it in full screen mode. Click here for the PowerPoint slides.

10/18/2016 Update: The ROI tab is no longer used to document a client’s consent to release their information. Please disregard the guidance provided in the video and instead refer to the following document for instructions: Adding a Release of Information into HMIS

3.2. Review Minnesota’s HMIS Data Standards Guide to learn about the data elements your program is required to collect and enter into HMIS. If there are other staff at your agency that collect client information, share this guide with them.

3.3. Download the reference document How to Schedule an ART Report.

3.4. Watch the video ServicePoint and Advanced Reporting Tool (ART) Reports (Reports 161). This video introduces the primary reporting tools available to HMIS users.

Use the “expand” button in the lower right of the video to view it in full screen mode. Click here for the PowerPoint slides.

3.5. Watch any other videos that are required for your specific funding source or program. Refer to the email that you received upon submitting the online registration form if you need a reminder. (Question 4d)

Please note, the funder/program specific videos have not been updated to reflect the 2017 Data Standards Changes.

Funder/Program-Specific Videos (Click to Expand)

ShelterPoint Videos and Written Instructions (Click to Expand)

If you will be using ShelterPoint, watch the ShelterPoint video that applies to your data entry or reporting needs. PDF files with workflow steps are available when you click on a video link.

General ShelterPoint Training:

Hennepin County Single Adult Shelters:

3.6. Watch the Quarterly Data Quality video series. These short instructional videos introduce Minnesota’s process for ensuring that the data entered into HMIS is accurate, complete, consistent, and timely.

Quarterly Data Quality Video Series

Step 4: Data Entry Practice

4.1. Complete the Data Entry Exercise on the ServicePoint training site.  To access the training site, you will need the login information you received from ICA when you registered for training in Step 2. If you need a password reset, please contact the helpdesk at

Data Entry Exercise (Thumbnail)

4.2. Check your own work using the Data Entry Exercise – Answer Video and make corrections where necessary. Use the Answer Video Reference Sheet to find specific times in the video to review your exercise.

Step 5: Completion

5.1. Sign up for the MN HMIS Newsletter at

The newsletter is our main vehicle for communicating with stakeholders. We send out a newsletter to keep you informed on any new resources, system updates, or changes that impact Minnesota’s HMIS. We expect you to read the email when it arrives in your inbox every other week as it contains important information regarding your data entry and reporting.

5.2. Submit the New User Training Completion Form. This form will ask you to agree to the HMIS User Policy, Responsibility Statement & Code of Ethics and will alert a trainer to review your data entry exercise.

5.3. You are almost done with New User Training! Once an HMIS trainer has reviewed your data entry exercise and you have made any final corrections, you will receive your login to Minnesota’s HMIS within 2 business days.