HMIS Shelter Providers Training

 Registration is closed for this event

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