New Agencies - Requesting Access to HMIS for Balance of State Coordinated Entry

HMIS is the software tool used in Coordinated Entry to add a person or household to the "Priority List."

The HMIS software has a separate set of rules and requirements that are different and in addition to the Coordinated Entry rules and requirements.

Requirements for Agency Director/Supervisor:

1. Watch a short video on what your agency is committing to
2. Review the related Policy and Procedure Manual regarding the software
   1.  Paying particular attention to the Privacy and Security section and it’s requirements.
3. Once above is completed, the director/supervisor will need to request the HMIS Agency Partnership Agreement by sending an email to the HMIS System Administrator or to wihmis@icalliances.org
   1. This will then be sent via DocuSign for electronic signature.

Agency staff who will be participating in CE and using the HMIS software are then required to complete:

1. HMIS New User Training series
2. BoS CE Training series
3. HMIS CE Trainings
4. Then annually thereafter:
1. Complete the Annual HMIS Security Training
2. Complete any other required HMIS trainings as they come up
   1. This is typically just one additional a year (this year was HMIS Data Standards change
3. Complete any other required CE trainings not related to HMIS as they occasionally have refreshers or new policy

Here’s the link to the HMIS specific steps:

New Agencies - Requesting Access to HMIS

Here's a link to the Balance of State Coordinated Entry page:

Balance of State Coordinated Entry

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