Module 1: Getting Started with HIFIS

Each community has a unique HIFIS URL. Contact your HIFIS administrator if you don't know your community's web address.

How to Log In to HIFIS

1. Navigate to the HIFIS Log In page by entering the HIFIS URL in your browser, selecting a desktop shortcut, or choosing a saved bookmark.
2. Enter your username in the Username field.
3. Enter your password in the Password field.
4. Click the Log In button.

How to Log In to a Different Service Provider

1. Once logged in, click on the current service provider's name at the top right of the screen.
2. When the Log In page appears, select a different service provider from the drop-down menu.
3. Click the Log In button.

How to Log Out of HIFIS

1. From the My Account menu, select Log Off.

HIFIS is organized into several main menus accessible from the top navigation bar. Understanding the menu structure will help you find the right function quickly.

Accessing Client Records

There are three ways to access the Client List:

1. From the Front Desk menu, select Clients.
2. Enter the client's name, file number, or ID number in the search box in the top right of the screen.
3. Select the magnifying glass icon next to the search box at the top right.

Client Menus

When viewing a client's record, two menus are always available:

How to Change Your Password

1. From the My Account menu, select Change Password.
2. Enter your old password.
3. Enter your new password, then enter it again to confirm it is exact.
4. Click the Save button.

User Rights and Access

Your HIFIS administrator configures your account to only allow access to the modules and information relevant to your role. If you cannot see a module or function described in this training course, contact your HIFIS administrator to confirm your access rights.