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

Training Description (Teams Webinar)

The Services Only Workflow Training provides step-by-step instruction for users who enter services without enrolling clients in a program or project in Pinellas HMIS.

This training is designed for staff whose role is limited to service transactions, such as prevention, diversion, or other services-only programs.

📌 This training does not include program entry or exit and is specific to Services Only workflows.

This training covers:

• Creating and updating client profiles (services-only context)

• Searching for existing client records

• Managing households for services-only projects

• Release of Information (ROI) requirements

• Entering and updating services accurately

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.