Balance of State HMIS CE Workflow Training

HMIS is a tool used by the Balance of State’s Coordinated Entry program. Clients who are referred to the HMIS Coordinated Entry list will have an enrollment created in HMIS for the Balance of State Coordinated Entry program. This enrollment is separate and in addition to any program the client might be enrolled in at your agency.

The Balance of State Coordinated Entry Trainings are required prior to completing the trainings below.

ONCE COMPLETED, PLEASE EMAIL YOUR HMIS SYSTEM ADMINISTRATOR.

BoS HMIS CE HMIS Workflow Training

You can watch these videos 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 on the final slide of each section of the training.
The table of contents for each presentation can be found here: HMIS CE Table of Contents by Slide

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