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Entering and Updating Existing Client Information

This training will showcase how to begin services and enter clients into programs who have existing profiles in HMIS.

 

How to :

• Conduct an intake for a client already in HMIS.

• Household changes, including Head of Household,

• HUD Verifications; Changes in Income, Non-Cash Benefits, Disabilities and Medical Coverage.

• Viewing Interim Updates

• Data quality corrections

• When to request help

Training Housekeeping Rules

  • Join the meeting on time! Users who join 15 minutes late will need to be rescheduled

  • No phone calls/texting

  • Camera should be on throughout the training

Earlier Event: May 1
HMIS Shelters Workflow Training
Later Event: May 2
Joint Providers' and Funders' Council Meeting

We Love Our Community Partners!

The Homeless Leadership Alliance of Pinellas, Inc. is a 501(c)(3) nonprofit organization and acknowledges that no goods or services were provided to donors in return for their contribution. Florida Dept. of Agriculture registration # CH7199. A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE (800-435-7352) WITHIN THE STATE. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL OR RECOMMENDATION BY THE STATE.

The Homeless Leadership Alliance is a 501(c)(3) corporation.