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Street Outreach Workflow Training

System: Pinellas HMIS
Format: Microsoft Teams Webinar | 2 Hours
Prerequisite: HMIS 101: Privacy, Security, ROI & Help Desk

Training Description (Teams Webinar)

The Street Outreach Workflow Training provides step-by-step instruction for staff who engage with clients in the community and document outreach activities in Pinellas HMIS.

This training is designed for users who conduct outreach, engagement, and contacts and whose programs do not follow traditional program entry and exit workflows.

This training covers:

  • Searching for and creating client profiles Creating households

  • Assigning Head of Household and relationships

  • Release of Information (ROI) requirements for outreach

  • Completing program/project entry assessments

  • Entering HUD Universal Data Elements (UDEs)

  • Entering street outreach contacts and engagements

  • Assigning case manager

  • Completing outreach-specific data elements

  • Entering services provided during outreach

  • Setting goals and entering case notes

  • Completing interim updates

  • Completing program/project exits accurately

  • Reviewing data for accuracy and completeness

Completion of HMIS 101 is required prior to 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 listed on the Community Calendar.

  • This is a live, interactive training. Participants should be prepared to remain engaged and take notes.

  • Use the chat feature to ask questions throughout the training; it will be monitored during the session.

Accessibility

This training is conducted entirely virtually. If you are deaf or hard of hearing, please contact the Florida Relay Service at 711 as soon as possible. Questions or comments may be submitted in advance to hnix@hlapinellas.org.