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

Training Description (Teams Webinar)

The Entering & Updating Existing Client Information and Managing Households  training is designed for experienced HMIS users who work with clients already in HMIS and are responsible for maintaining accurate, up-to-date records.

This training focuses on data quality, corrections, and best practices rather than new client creation or program-specific workflows.

This is an advanced training intended for users who already have experience entering data in HMIS.

This training covers:

• Why data quality matters and how it impacts reporting and compliance

• Conducting assessments for clients with existing HMIS profiles

• Managing household changes, including adding and removing members

• HUD verifications and changes to:

• Income

• Non-cash benefits

• Disabilities

• Medical coverage

• Viewing and completing interim updates

• Identifying and correcting common data quality errors

• Knowing when to request assistance and escalation paths

• Navigating available tools and resources for ongoing support

Completion of HMIS 101 and Workflow Training 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.