System: Pinellas HMIS
Format: Microsoft Teams Webinar | 2 Hours
*Prerequisite: HMIS 101: Privacy, Security, ROI & Help Desk
Training Description (Teams Webinar)
The Entry–Exit Workflow Training provides step-by-step instruction on entering and maintaining accurate client data in Pinellas HMIS for programs that require project entry and exit.
This training is role-based and intended for users responsible for enrolling clients, completing assessments, entering services, and exiting clients from programs.
This training covers:
Creating and updating client profiles
Searching for existing client records
Release of Information (ROI) requirements
Completing program/project entry assessments
Creating households
Assigning Head of Household and relationships
Entering HUD Universal Data Elements (UDEs)
Completing project-specific data elements
Assigning case manager
Entering services
Setting goals and entering case notes
Completing interim updates
Completing program/project exits accurately
*HMIS 101 is required before attending this training.
Housekeeping & Participation Requirements
Please join the training on time. Users who join more than 15 minutes late will need to register for the next available session.
Participants should be prepared to follow along and take notes.
Use the chat feature to ask questions throughout the training.
Accessibility
This training is conducted virtually. If you are deaf or hard of hearing, please contact the Florida Relay Service at 711 as soon as possible. Questions may be submitted in advance to hnix@hlapinellas.org.
