HMIS & CES
Homeless Management Information System and Coordinated Entry System
HMIS - Homeless Management Information System
Since 2004, HUD has required recipients of Continuum of Care (CoC) Program funds to collect electronic data on their homeless clients in a Homeless Management Information System (HMIS). HMIS is a locally administered electronic data collection tool used to record and store client-level information about the numbers, characteristics, and needs of persons who use homeless housing and supportive services or homelessness prevention services.
HMIS is essential to efforts to coordinate client services and inform community planning and public policy. Through HMIS, homeless individuals benefit from improved coordination within and among agencies, informed advocacy efforts, and policies that result in targeted services. Analysis of information gathered through HMIS is critical to the preparation of a periodic accounting of homelessness in the Homeless Resource Council of the Sierras region, including required US Department of Housing and Urban Development (HUD) reporting.
Participating Agencies
Adult Protective Services – Placer County
Adult System of Care
AMIH
Bright Futures for Youth
City of Roseville
Community Beyond Violence
Connecting Point
Everyone Matters Ministries
FREED
The Gathering Inn
Hospitality House
Kids First
The Lazarus Project
Nevada County Behavioral Health
Nevada County Dept. of Social Services
Nevada County Health & Human Services
Nevada County Superintendent of Schools
North Tahoe-Truckee Homelessness Services
Placer County Health and Human Services
Placer County Human Services
Project GO
Salvation Army - Roseville
Sierra Community House
SPIRIT
Stand Up Placer
St. Vincent de Paul
Turning Point
Unity Care
Volunteers of America
Whole Person Care
Victory Village
Coordinated Entry System Resources And Forms
Policies And Procedures
Click to Access Forms
Forms
Click to Access Forms
Homeless Management Information System Resources And Forms
Policies and Procedures
For New HMIS End Users
For New HMIS Projects
HMIS Case Portal
HMIS Training Schedule
Each HMIS training will be offered twice monthly via Zoom. Monthly trainings are scheduled for 60 to 120 minutes. Training documents and recordings will be available in the Knowledge Base section of the Freshdesk website.
Register: Calendly - Tammy Gregerson| Month | Topic | Dates & Times |
|---|---|---|
| OCTOBER 2026 | Common Data Quality Issues and How to Correct Them | Oct 7th (10:00 – 11:30 AM) Oct 14th (1:00 – 2:30 PM) |
| Street Outreach Specific HMIS Fields | Oct 9th (1:00 – 2:00 PM) Oct 29th (10:00 – 11:00 AM) |
|
| NOVEMBER 2026 | HMIS Reporting - Beginning | Nov 3rd (11:00 AM – 12:30 PM) Nov 16th (2:00 – 3:30 PM) |
| Services and Referrals | Nov 12th (2:00 – 3:00 PM) Nov 18th (10:00 – 11:00 AM) |
|
| DECEMBER 2026 | HMIS Reporting – Intermediate | Dec 10th (10:00 AM – 12:00 PM) Dec 14th (2:00 – 4:00 PM) |
| FEBRUARY 2027 | Entering and Exiting a Client in Your Program | Feb 15th (2:00 – 4:00 PM) Feb 24th (10:00 – 12:00 PM) |
| Common Data Quality Issues and How to Correct Them | Feb 11th (10:00 – 11:30 AM) Feb 26th (1:00 – 2:30 PM) |
|
| MARCH 2027 | HMIS Reporting – Advanced | Mar 11th (10:00 AM – 12:00 PM) |
| Services and Referrals | Mar 15th (2:00 – 3:00 PM) Mar 25th (10:00 – 11:00 AM) |
|
| APRIL 2027 | Common Data Quality Issues and How to Correct Them | Apr 8th (10:00 – 11:30 AM) Apr 22nd (1:00 – 2:30 PM) |
| Rapid Re-Housing and Permanent Supportive Housing Specific HMIS Fields | Apr 12th (2:00 – 3:00 PM) Apr 28th (10:00 – 11:00 AM) |
Resources For Data Collection
Resources For Data Entry
Adding an Anonymous client
Case Management Workflows
Entry-Exit Workflow - Household SP5.11
Entry-Exit Workflow - Individual SP5.11
HUD Verification in ServicePoint
Interim and Follow-Up Review Workflow (Mediware Screenshots)
Interim and Follow-Up Review Workflow SP5.11
Managing Households - Workflow
WellSky Household Presentation April 2019
WellSky Re-Entering Client Duplicate Client Method
Receiving a Referral Workflow
Referral Workflow for End-Users 5.11.x
ROIs and Visibility Explanation
Service Transactions Workflow
SkanPoint Data-Entry Workflows
Update-Annual Assessment Workflow
Reporting Resources
Adding an Anonymous client
Case Management Workflows
Entry-Exit Workflow - Household SP5.11
Entry-Exit Workflow - Individual SP5.11
HUD Verification in ServicePoint
Interim and Follow-Up Review Workflow (Mediware Screenshots)
Interim and Follow-Up Review Workflow SP5.11
Managing Households - Workflow
WellSky Household Presentation April 2019
WellSky Re-Entering Client Duplicate Client Method
Receiving a Referral Workflow
Referral Workflow for End-Users 5.11.x
ROIs and Visibility Explanation
Service Transactions Workflow
SkanPoint Data-Entry Workflows
Update-Annual Assessment Workflow
Chronic Homeless Definition
Adding an Anonymous client
Case Management Workflows
Entry-Exit Workflow - Household SP5.11
Entry-Exit Workflow - Individual SP5.11
HUD Verification in ServicePoint
Interim and Follow-Up Review Workflow (Mediware Screenshots)
Interim and Follow-Up Review Workflow SP5.11
Managing Households - Workflow
WellSky Household Presentation April 2019
WellSky Re-Entering Client Duplicate Client Method
Receiving a Referral Workflow
Referral Workflow for End-Users 5.11.x
ROIs and Visibility Explanation
Service Transactions Workflow
SkanPoint Data-Entry Workflows
Update-Annual Assessment Workflow
Program-Specific Workflows
Adding an Anonymous client
Case Management Workflows
Entry-Exit Workflow - Household SP5.11
Entry-Exit Workflow - Individual SP5.11
HUD Verification in ServicePoint
Interim and Follow-Up Review Workflow (Mediware Screenshots)
Interim and Follow-Up Review Workflow SP5.11
Managing Households - Workflow
WellSky Household Presentation April 2019
WellSky Re-Entering Client Duplicate Client Method
Receiving a Referral Workflow
Referral Workflow for End-Users 5.11.x
ROIs and Visibility Explanation
Service Transactions Workflow
SkanPoint Data-Entry Workflows
Update-Annual Assessment Workflow
Resources For Data Entry
Adding an Anonymous client
Case Management Workflows
Entry-Exit Workflow - Household SP5.11
Entry-Exit Workflow - Individual SP5.11
HUD Verification in ServicePoint
Interim and Follow-Up Review Workflow (Mediware Screenshots)
Interim and Follow-Up Review Workflow SP5.11
Managing Households - Workflow
WellSky Household Presentation April 2019
WellSky Re-Entering Client Duplicate Client Method
Receiving a Referral Workflow
Referral Workflow for End-Users 5.11.x
ROIs and Visibility Explanation
Service Transactions Workflow
SkanPoint Data-Entry Workflows
Update-Annual Assessment Workflow
Reporting Resources
Adding an Anonymous client
Case Management Workflows
Entry-Exit Workflow - Household SP5.11
Entry-Exit Workflow - Individual SP5.11
HUD Verification in ServicePoint
Interim and Follow-Up Review Workflow (Mediware Screenshots)
Interim and Follow-Up Review Workflow SP5.11
Managing Households - Workflow
WellSky Household Presentation April 2019
WellSky Re-Entering Client Duplicate Client Method
Receiving a Referral Workflow
Referral Workflow for End-Users 5.11.x
ROIs and Visibility Explanation
Service Transactions Workflow
SkanPoint Data-Entry Workflows
Update-Annual Assessment Workflow
Chronic Homeless Definition
Adding an Anonymous client
Case Management Workflows
Entry-Exit Workflow - Household SP5.11
Entry-Exit Workflow - Individual SP5.11
HUD Verification in ServicePoint
Interim and Follow-Up Review Workflow (Mediware Screenshots)
Interim and Follow-Up Review Workflow SP5.11
Managing Households - Workflow
WellSky Household Presentation April 2019
WellSky Re-Entering Client Duplicate Client Method
Receiving a Referral Workflow
Referral Workflow for End-Users 5.11.x
ROIs and Visibility Explanation
Service Transactions Workflow
SkanPoint Data-Entry Workflows
Update-Annual Assessment Workflow
Program-Specific Workflows
Adding an Anonymous client
Case Management Workflows
Entry-Exit Workflow - Household SP5.11
Entry-Exit Workflow - Individual SP5.11
HUD Verification in ServicePoint
Interim and Follow-Up Review Workflow (Mediware Screenshots)
Interim and Follow-Up Review Workflow SP5.11
Managing Households - Workflow
WellSky Household Presentation April 2019
WellSky Re-Entering Client Duplicate Client Method
Receiving a Referral Workflow
Referral Workflow for End-Users 5.11.x
ROIs and Visibility Explanation
Service Transactions Workflow
SkanPoint Data-Entry Workflows
Update-Annual Assessment Workflow
Projects For Assistance In Transition From Homelessness (PATH)
Adding an Anonymous client
Case Management Workflows
Entry-Exit Workflow - Household SP5.11
Entry-Exit Workflow - Individual SP5.11
HUD Verification in ServicePoint
Interim and Follow-Up Review Workflow (Mediware Screenshots)
Interim and Follow-Up Review Workflow SP5.11
Managing Households - Workflow
WellSky Household Presentation April 2019
WellSky Re-Entering Client Duplicate Client Method
Receiving a Referral Workflow
Referral Workflow for End-Users 5.11.x
ROIs and Visibility Explanation
Service Transactions Workflow
SkanPoint Data-Entry Workflows
Update-Annual Assessment Workflow
System Performance Measures
Adding an Anonymous client
Case Management Workflows
Entry-Exit Workflow - Household SP5.11
Entry-Exit Workflow - Individual SP5.11
HUD Verification in ServicePoint
Interim and Follow-Up Review Workflow (Mediware Screenshots)
Interim and Follow-Up Review Workflow SP5.11
Managing Households - Workflow
WellSky Household Presentation April 2019
WellSky Re-Entering Client Duplicate Client Method
Receiving a Referral Workflow
Referral Workflow for End-Users 5.11.x
ROIs and Visibility Explanation
Service Transactions Workflow
SkanPoint Data-Entry Workflows
Update-Annual Assessment Workflow
HUD HMIS Data Guidelines
Adding an Anonymous client
Case Management Workflows
Entry-Exit Workflow - Household SP5.11
Entry-Exit Workflow - Individual SP5.11
HUD Verification in ServicePoint
Interim and Follow-Up Review Workflow (Mediware Screenshots)
Interim and Follow-Up Review Workflow SP5.11
Managing Households - Workflow
WellSky Household Presentation April 2019
WellSky Re-Entering Client Duplicate Client Method
Receiving a Referral Workflow
Referral Workflow for End-Users 5.11.x
ROIs and Visibility Explanation
Service Transactions Workflow
SkanPoint Data-Entry Workflows
Update-Annual Assessment Workflow
Projects For Assistance In Transition From Homelessness (PATH)
Adding an Anonymous client
Case Management Workflows
Entry-Exit Workflow - Household SP5.11
Entry-Exit Workflow - Individual SP5.11
HUD Verification in ServicePoint
Interim and Follow-Up Review Workflow (Mediware Screenshots)
Interim and Follow-Up Review Workflow SP5.11
Managing Households - Workflow
WellSky Household Presentation April 2019
WellSky Re-Entering Client Duplicate Client Method
Receiving a Referral Workflow
Referral Workflow for End-Users 5.11.x
ROIs and Visibility Explanation
Service Transactions Workflow
SkanPoint Data-Entry Workflows
Update-Annual Assessment Workflow
System Performance Measures
Adding an Anonymous client
Case Management Workflows
Entry-Exit Workflow - Household SP5.11
Entry-Exit Workflow - Individual SP5.11
HUD Verification in ServicePoint
Interim and Follow-Up Review Workflow (Mediware Screenshots)
Interim and Follow-Up Review Workflow SP5.11
Managing Households - Workflow
WellSky Household Presentation April 2019
WellSky Re-Entering Client Duplicate Client Method
Receiving a Referral Workflow
Referral Workflow for End-Users 5.11.x
ROIs and Visibility Explanation
Service Transactions Workflow
SkanPoint Data-Entry Workflows
Update-Annual Assessment Workflow
HUD HMIS Data Guidelines
Adding an Anonymous client
Case Management Workflows
Entry-Exit Workflow - Household SP5.11
Entry-Exit Workflow - Individual SP5.11
HUD Verification in ServicePoint
Interim and Follow-Up Review Workflow (Mediware Screenshots)
Interim and Follow-Up Review Workflow SP5.11
Managing Households - Workflow
WellSky Household Presentation April 2019
WellSky Re-Entering Client Duplicate Client Method
Receiving a Referral Workflow
Referral Workflow for End-Users 5.11.x
ROIs and Visibility Explanation
Service Transactions Workflow
SkanPoint Data-Entry Workflows
Update-Annual Assessment Workflow
Address
Homeless Resource Council
of the Sierras
P.O. Box 130
Auburn, CA 95604
Contact Us
Homeless Resource Council of the Sierras P.O. Box 130
Auburn, CA 95604
© 2025 Homeless Resource Council of the Sierras
