HMIS Shelter Providers Training

This training is designed for both new and current Shelter Providers. It covers the following subject matter, including the newly adopted CEA-BHRS processes:

  • Introduction to ClientTrack
    • Basic Security Standards
    • Basic System Navigation
    • Basic ClientTrack Terminology
  • Project Enrollment
    • Receiving Referrals from the Incoming Referral Queue to Begin Enrollment Process
  • Editing Basic Client Information
  • Editing the Enrollment Workflow
  • The Housing Assessment Workflow
    • VI-SPDAT
    • Flag Score
    • Housing Match Notification & Next Steps
  • Recording Case Notes
  • Recording Incidents
  • Update/Annual Assessments
    • When are they required?
  • Project Exit
  • Re-Entering an Enrollment


Trainer: Bernard Jackson


Prerequisites: Before attending this HMIS training, case managers should be trained on-site by their program’s “Master Assessor” on the policies and soft skills surrounding the housing assessment.


*If you are unsure whether this is the appropriate training for you, please don’t hesitate to reach out and ask our HMIS Training support at  



August 9th, 2018 10:00 AM   through   2:00 PM
1401 JFK Bouvelard
10th Floor, Suite 1030
OHS Computer Training Conference Room 10-072
Philadelphia, PA 19102