System: WellSky HMIS
Format: Microsoft Teams Webinar | 2 Hours
Prerequisite: HMIS 101: Privacy, Security, ROI & Help Desk
Training Description (Teams Webinar)
The Shelter Workflow Training provides step-by-step instruction for staff responsible for checking clients into and out of shelter in HMIS.
This training is designed specifically for shelter programs, where client flow, bed management, and daily check-ins differ from traditional program entry and exit workflows.
This training covers:
Creating and updating client profiles (shelter context)
Searching for existing client records
Release of Information (ROI) requirements
Holding and managing shelter beds
Checking clients into shelter
Entering HUD Universal Data Elements (UDEs)
Completing shelter-specific project data elements
Assigning and updating case managers (when applicable)
Entering shelter services
Setting goals and entering case notes
Completing interim updates
Checking clients out of shelter 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.
