Getting Started
This online course is for existing assessors. It is the same training that is required for new assessors, but is great for anyone that wants a refresh.
Complete this training in one sitting. It will take you about 80 minutes to complete.
If you have to take a break, do NOT close your browser tab. Just keep it open.
Questions? Email Josh Dye at Josh@ConveneLLC.org.
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What is Coordinated Entry?
Coordinated Entry is the system we use to connect people experiencing homelessness to some housing providers.
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Housing Programs Served by Coordinated Entry
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Who is Eligible for an Assessment?
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Test Your Knowledge
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Release Forms
The client must sign, or provide verbal consent, on these two release forms: 1. HMIS Release of Information (ROI) - Download the file here 2. CES Release of Information (ROI) - Download the file here Download the files so you always have them on hand. Assessing the client over the phone or remotely? Watch the video below for the correct process on getting verbal consent.Enter the code from the end of the video
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The Assessment in HMIS
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Step 1 – Click on Your Initials
Step 2 – Click on Coordinated Entry Icon, Hennepin Singles CE Workflow
Step 3 – Search for the Client
Step 4 – Basic Client Information
Step 5 – Family Members and Program Enrollment
Step 6 – Universal Data Assessment
Step 7 – Pronouns, Translation Assistance, CE Other, ICA Triage Assessment
Step 8 – Shelter Need & Case Management
Step 9 – Vital Documents
Step 10 – Domestic Violence
Step 11 – Legal History
Step 12 – School Attendance, Financial Assessment, Custom Financial Assessment
Step 13 – CE Barriers
Step 14 – Medical Fragility
Step 15 – Housing History
Step 16 – CE Living Situation, Chronic Homelessness
Step 17 – CE Housing Preference: Location Restriction, General Preferences
Step 18 – CE Housing Preference: Culturally Specific
Step 19 – CE Housing Preference: RRH & PSH Eligibility & Preference
Step 20 – CE Housing Preference: Housing Type Preference
Step 21 – CE Notes
Step 22 – Care Coordination Notes, CE Priority List Manager Notes, Key Contacts, Client Contact Info, CE Alternative Contacts
Step 23 – Assessment Completed
Prioritization – Who Gets the Next Referral?
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Test Your Knowledge
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Update Client Assessments Every 30 Days in ClientTrack
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Test Your Knowledge
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