HMIS Train the Trainer OHS ONLY

Training Unit

This training is designed for both new and current Housing 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 

  • Capturing the Housing Move-in Date (PSH & RRH) 

  • Editing Basic Client Information 

  • Editing the Enrollment Workflow 

  • The Housing Assessment Workflow 

  • Transfer Requests 

  • Housing Match Notification & Next Steps 

  • Recording Case Notes 

  • Update/Annual Assessments 

  • When are they required? 

  • Recording Rental Assistance as a Service (RRH) 

  • Recording Vacancies 

  • Updating a Match Status 

  • Project Exit 

  • Re-Entering an Enrollment

February 19th, 2019 1:00 PM   through   4:30 PM
1401 JFK Blvd, Suite 1080
Training Room 72
Philadelphia, PA 19102