HMIS Newsletter: October 2025


2026 HUD Data Standards

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Thank you all for your patience and dedication as we've navigated the new HUD HMIS Data Standards. 

We are excited to announce that the 2026 HUD HMIS Data Standards updates are now live and available in your instance! You’ll find updated fillable intake forms on the Napa Bitfocus website under the Forms tab here.
 
For more information, checkout our 2026 Data Standards central hub, the October 2025 Feature Updates article, and this local one-pager. Please contact us at napa@bitfocus.com if you have any questions – or if something in your system doesn’t seem correct. 
 
We appreciate your ongoing partnership and patience during this time! 


Federal Reporting - Upcoming LSA

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The upcoming federal reporting season is approaching! Preparation for two of HUD’s major CoC reports will start soon: the Longitudinal Systems Analysis (LSA) and System Performance Measures (SPM).   

HUD’s Longitudinal Systems Analysis (LSA) is a report submitted to HUD annually that includes a complex analysis across key projects participating in the Continuum of Care (CoC) Homelessness Management Information System (HMIS). The LSA replaced the Annual Homeless Assessment Report’s (AHAR) data component in the 2018 reporting year.    

HUD’s System Performance Measures (SPM) focus on evaluating local homeless responses as a coordinated system of homeless assistance options. This data is reported to HUD annually and includes key indicators of a high performing system including length of time homeless, exits to permanent housing, returns to homelessness, and more.     

 

What Can Your Agency Do to Prepare for LSA and System Performance Measures?    

The Bitfocus team may reach out to verify or correct data about your program and/or clients. Please look out for those emails and respond promptly. We truly appreciate all of the hard work your community does to maintain data that is complete, accurate, and timely!   

You can review the data by doing the following:  

 

1. Run the [HUDX-225] HMIS Data Quality Report for the period 10/1/24 to 9/30/25 (you'll find this report in the Clarity Human Services Report Library under HUD Reports). Correct records with errors, paying special attention to any element that shows over a 5% error rate (remember, clicking on a number will give you a list of clients being counted in that number). Want more information on what gets counted in this report? Check out our Help Center article: [HUDX-225] HMIS Data Quality Report   

 

2. Run the [GNRL-106] Program Roster for the period 10/1/24 to 9/30/25 (this report is under Program Based Reports) and make sure household groups are correct (households are separated by bold lines. Clients not separated by lines are grouped together in a household). If clients are grouped together incorrectly, contact the Helpdesk to get them corrected. Some measures only count heads of household, so it's important that households be configured correctly!  Check out our Help Center article: [GNRL-106] Program Roster 

 

3. Run the [GNRL-220] Program Details Report for the period 10/1/24 to 9/30/25 (this report is under Program Based Reports) and review the following:   
  • Date of Birth: Some measures only count adults, so it's important that dates of birth be as accurate as possible.   
  • Housing Move-in Date: Make sure this date is on or between the client’s project start and exit dates, otherwise it will look like clients were never housed by your project!   
  • Income and Non-Cash Benefits: Be sure these are/were updated before client exit. Increase in income/benefits is one of the areas in which communities are measured.   
  • Living Situation (including prior residence and length of time homeless): Make sure these fields are as complete as possible with no "Client doesn’t know," "Client Prefers not to Answer," or "Data not collected" values when possible. These elements impact measures around entries from homelessness.   
  • Exit Destination: Avoid choosing "Client doesn’t know," " Client Prefers not to Answer," or "Data not collected" values whenever possible. This element impacts measures around returns to homelessness.   
  • Review Bed Inventories and Utilization rates for accuracy. Ensure an accurate number of beds and units are listed throughout the year for your shelter and housing programs. Utilization rates should be between 90-105%. For Night-by-night (NbN) Shelters, please resolve any missing exits or abandoned enrollments.  

Thanks in advance for your partnership in making sure that our community’s data is as accurate as possible.   

 
What Else Should You Know About LSA and SPM Preparation?    

The best people to review the data are program managers and key staff who work in the programs. There is overlap with the LSA and SPM timeline and relevant data. Your work on this will benefit both reports, and more broadly, your CoC.   


Feature Releases: November 2025 Clarity HMIS Updates 

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Release Schedule:  

  • All Training Sites: Tuesday, October 21, 2025 
  • All Production Sites: Tuesday, November 4, 2025 

 

We’re rolling out several updates to Clarity, focusing on enhancing the Coordinated Entry (CE) process through the new user interface. Our November Feature Release—primarily available on the new interface—is designed to streamline common workflows for assessors, matchmakers, and providers, helping you save time and enhance data quality across your homelessness response system.  

One key update to highlight in this release is the Default Login for New Clarity Interface Users. On November 4th, 2025, users who have the new Clarity interface enabled will now be automatically directed to the new interface, allowing them to bypass manually switching from the classic Clarity interface. Users will still have the option to navigate back to the current interface by clicking on the pop-out icon (Popout icon ) at the top right of their screen - or disable the new interface altogether. 

 

These updates are for the new Clarity Human Services interface: 

 

New Interface Default and Customization  

Users with Access to New Clarity Interface enabled will now land directly on the new interface after logging in. A navigation option remains available if you prefer to switch back to the current interface. To improve workflow and efficiency within the new interface, Column Selectors have been introduced across various screens. These allow staff to more easily customize how you view information by selecting, collapsing, and rearranging fields. These personalized column selections are saved in the user's browser, ensuring the preferred view remains the same each time you login. 

 

Centralized Global Referral Management  

All agency referral activities are now centralized under a New! Global Referrals Tab accessible from the main navigation menu. This new hub provides dedicated, consolidated pages for viewing and managing incoming referrals and navigating the Community Queue. By centralizing this information, users can more effectively triage and prioritize clients in a single location, rather than across multiple pages and client records.  

 

Streamlined Program and Eligibility Referrals  

The process of connecting clients to services has been streamlined with new functionality focused on eligibility and direct placement. This includes a New! Program Eligibility Determination Screen that allows staff to quickly assess a client's eligibility for various programs. Users can now make New! Referrals to Programs directly, or send New! Referrals to Community Queue from Eligibility Determination, creating a more efficient path for client entry. Further enhancements include new capabilities for Editing Referrals, viewing a comprehensive Referral History, and establishing Referral Connections to better track and document accepted program enrollments. 

 

For more information, check out the release details here.   


Report Spotlight: [GNRL-106] Program Roster 

 

The [GNRL-106] Program Roster is a program-based report that gives you a list of clients, their program enrollment status, and any housing details for the programs you choose. This report can help you identify the number of clients and/or households enrolled during a specific period, whether they’ve had multiple enrollments in your program, and allows you to quickly review client information.  If you run this report for a housing program, it will also provide details on who has a bed or unit assignment in your program.  

 

The following parameters are available to obtain targeted details in the [GNRL-106] Program Roster Report:  

  • Program: select which program you want to run the report for. 
  • Status: select which clients will show up based on: 
    • Active within report date range - The client's project stay is active for at least one day within the report date range. This includes clients enrolled within the report date range, clients exited within the report date range, and clients enrolled before the report date range and exited after the report date range or still active. 
    • Enrolled within report date range- The client's enrollment date is within the report date range.  
    • Exited within report date range- The client's exit date is within the report date range. 
  • HoHs only?: This prompt allows the ability to filter the report to only HoHs (Yes) or all clients enrolled (No).  
  • Report Date Range: Choose the date range for enrollments to include in the report 
  • Report Output Format: Choose one of the following options.  
    • Web Page: In the Web Page format, you can select Client Name or Unique Identifier and be taken directly to the client's profile screen in a new tab. 
    • PDF – Program 
    • PDF - Program and Unit 
    • Excel  
       

Note: Selecting PDF - Program will exclude all Inventory (Unit/Bed) information. All other Report Output Formats include Inventory information columns. 

 

Report Details 

Program Roster

 

This report is designed to provide an overview of program stay information for all active, enrolled, or exited clients.  
 

This report provides information for the following data elements: 

  • Client 
  • Unique Identifier 
  • Birth Date 
  • Age At Entry 
  • Current Age 
  • Enroll Date 
  • Exit Date 
  • LOS (Length of Stay) 
  • Housing Move-in (Date) 
  • A (Assessments) 
  • S (Services) 
  • CN (Case Notes) 
  • Assigned Staff 
  • Unit Assignment 
  • Bed Assignment 
  • Occupancy Start Date 
  • Occupancy End Date  

 

The table is sorted by Length of Stay and grouped by Enrollment Household, and separated by Program. 

Head of Household (HoH) Unique Identifiers are listed in bold text and Household members are grouped together with the HoH.     

 

Want more details?

Check out Bitfocus's Help Center article on [GNRL-106]


Upcoming Events

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Napa CoC General Meeting | November 6, 2025 at 2:30p-4p Register here

Monthly CoC meeting run by Napa County on the first Thursday of every month. After registering, you will receive a confirmation email containing information about joining the meeting.


Bitfocus is Hiring

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Join our Team!

  • Visit bitfocus.com | Jobs | About | Bitfocus  
  • Work with us at Bitfocus! Join a team committed to innovation, collaboration, and real-world impact in human services.  

Questions?

Your HMIS Administrators are happy to help.

Santa Cruz Admins- CrewsHolloway-Arbaca

Phone: 888-505-1832

Email: napa@bitfocus.com