Balance of State Coordinated Entry

This Coordinated Entry is a process dictated by the WI Balance of State CoC (BoS). The Balance of State CoC has trainings required for staff on what Coordinated Entry is and how to administer their assessment. There is also an HMIS list and a non-HMIS list. ICA only provides training for those agencies and users who already have access to HMIS and will be adding households to and taking households from HMIS prioritization list. HMIS is just a piece of the Coordinated Entry system and is one of the tools used to prioritize clients.

ICA only hosts the HMIS portion of the the BoS CE trainings.

If you came here first head back to: Balance of State Coordinated Entry Trainings

For all Balance of State related information: Balance of State CoC Resources

BoS CE Workflow training

As a reminder, this is only the HMIS portion of CE training, it does not count as CE training for the BoS
You can watch this video as many times as you need to! Keep this page saved to your browser for future reference
To get credit for completing the training, be sure to complete the Training Completion Form that appears at the end of the video*

Coordinated Entry Part 1: Adding Households to the Coordinated Entry System

Coordinated Entry in HMIS Part 1 by Stephanie Van Hulst

Training Date: December 8, 2023
Length of training: 80 minutes

Coordinated Entry Part 2: Filling Program Openings and Accepting Prioritized Referrals

Coordinated Entry in HMIS Part 2 by Stephanie Van Hulst

Training Date: December 13, 2023
Length of Training: 80 minutes

Follow Ups Do's and Dont's

If you complete a follow up with a client and you ARE able to get in touch with them:
1. Complete a Status Update
  1. Update their Residence
  2. Update their Months Homeless
2. Complete a Current Living Situation
3. Complete a CE Note
  1. Write one or two sentences about your conversation in their follow up related to their housing situation
If you are attempting to complete a follow up with the client but ARE NOT able to get in touch with them:
1. Complete a CE note
  1. Write one or two sentences about your attempt to call or email and whether or not you left a message

ICA BoS Coordinated Entry Resources

BoS Coordinated Entry HMIS Priority List Reports

Wisconsin Balance of State Coordinated Entry HMIS Guide