In this webinar, the HMIS Team provides an overview of the updated Coordinated Entry System process launching in January 2026. The session covers the transition to one entry point within HMIS, explains how the new workflow will function, and outlines what agencies need to know to prepare for implementation. This recording is intended to help staff understand upcoming changes and ensure a smooth shift to the new process.

In this training video, you will learn how to properly exit a participant from your program in WellSky Community Services. We will guide you through the steps of setting the correct dates, selecting the appropriate exit reason, and documenting the participant’s destination, whether the exit is positive or non-positive. This video emphasizes the importance of accurate data collection, including updating household information and ensuring your back date mode is correct. Additionally, we’ll discuss best practices for capturing complete exit details and the role of interim reviews and consistent case management in preventing gaps in exit data. Perfect for case managers and program coordinators, this training ensures you’re equipped to handle program exits efficiently and accurately.

In this training video, we will walk you through the process of completing interim reviews and making updates in the Homeless Management Information System (HMIS). We will cover the importance of accurate and timely updates, including how to track changes in the interim update section of the assessment. This video is essential for ensuring that participant records remain current and compliant with program requirements.

In this training video, we’ll guide you through the process of entering participants into the Homeless Management Information System (HMIS). You’ll learn how to accurately document a participant’s entry into a program, ensuring all key information is captured and entered correctly. We’ll also cover best practices and common mistakes to avoid, helping you maintain data integrity and compliance. Whether you’re new to HMIS or need a refresher, this video will provide you with the essential knowledge to manage program entries effectively.

In this training video, we’ll walk you through the latest updates to assessments in the HMIS, designed to streamline data collection for participants. You’ll learn about new guidance indicators and stop signs to simplify the process based on household roles, helping you know exactly where to stop for each participant type. For the head of household, the entire assessment needs to be completed. For other adults, you’ll stop at the second red stop sign, and for children, you’ll stop at the first, as they require only minimal information. This clear and systematic approach will improve accuracy and efficiency while saving you time.

In this video, we guide you through the process of adding and managing service transactions in WellSky Community Services. You’ll learn how to document case management hours, input service details, track participant needs, and review service history. By the end of this tutorial, you’ll have a complete understanding of how to accurately track and manage participant services in HMIS.

In this HMIS training video, you will learn how to effectively add case notes under the Case Plans section in WellSky Community Services. We’ll guide you step-by-step through the process of creating a goal, filling out required fields, and adding case notes. You’ll also learn best practices for writing clear, concise, and objective case notes, as well as how to maintain privacy. Whether you’re consolidating notes under a general goal or organizing them by specific categories, this video will help you streamline your documentation process.

In this training video, you will learn the step-by-step process for adding yourself as a case manager within the WellSky Community Services HMIS system. We will cover navigating the client profile, selecting household members, and using the "Me" option to automatically populate your information, saving you time on manual data entry. Additionally, we'll explain how the system defaults the provider based on your EDA mode, how Back Date Mode affects the start date, and when to set the end date for your case management assignment. This tutorial ensures that you'll be able to efficiently manage case assignments for your clients.