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.

In this training video, we will guide you through the process of creating and managing households in HMIS. You'll learn how to add new household members, designate a Head of Household (HoH), and properly document relationships within the household. We’ll also cover important considerations, such as when to assign a specific individual as the Head of Household and how to handle unique scenarios. By the end of the video, you'll be equipped with the knowledge to accurately create households in HMIS and ensure all members are correctly linked.

In this training video, we walk through the process of adding a Release of Information (ROI) in the WellSky Community Services system. You will learn step-by-step how to accurately document client consent for sharing their information. This tutorial covers: The importance of obtaining and recording a signed ROI. Navigating to the appropriate client record in HMIS. Adding a new ROI, including selecting the appropriate start and end dates. Ensuring compliance with data privacy and security standards. By the end of this video, you’ll be equipped to correctly manage ROIs within HMIS, safeguarding both your clients’ rights and your organization’s legal obligations.

In this video, we’ll walk you through the steps to search for a client within the HMIS (Homeless Management Information System). You'll learn how to use different search filters and techniques to locate client records accurately and efficiently. We’ll also cover common troubleshooting tips in case you're unable to find a client, ensuring you follow best practices for data privacy and compliance throughout the process. Whether you’re new to HMIS or need a refresher, this video will help you master client searches in no time.

In this video, we define the Homeless Management Information System (HMIS) and its role within a Continuum of Care and the larger homeless response system.

In this video, you'll learn how to accurately document PATH-funded (Projects for Assistance in Transition from Homelessness) projects in HMIS. We'll cover the specific data elements required for PATH participants, including outreach services, enrollments, and the PATH status assessment. You'll also learn how to track client progress and outcomes, ensuring compliance with reporting standards. By the end of this video, you'll be able to confidently navigate the HMIS system for PATH project documentation and understand best practices for maintaining accurate client records.