Tier 2 Processes

HMIS Admin: Processing Referrals to PT/HFG (URGENT)
HMIS Admin: Processing Housing Referrals
Thu, 14 Nov, 2024 at 12:51 PM
PAO Process & HMIS Admin Support
This manual outlines how to support PAO. Supporting PAO Version Control & Distribution Version Description of Change Date Updated By ...
Wed, 14 May, 2025 at 8:38 AM
(Tier 2) Post Placement Instructions
Please see Post Placement processing instructions found here: Post Placement Instructions.docx
Tue, 2 Jan, 2024 at 1:01 PM
Withdrawal of Client Consent / Deleting Client Profiles
HMIS Team to follow these steps when requests come in from programs to delete client profiles. **Rachel and Sam to verify how to handle Client Requests mad...
Mon, 7 Jul, 2025 at 11:30 AM
Troubleshooting Case Notes
Case Notes – Delete from HMIS Sometimes the HMIS Team requires administrative support from the ServicePoint vendor, WellSky. Examples of support requests i...
Mon, 7 Jul, 2025 at 11:29 AM
Submit WellSky Ticket (for HMIS Vendor Support)
Our HMIS Vendor, WellSky, operates a helpdesk portal (using Salesforce). To request support from WellSKy, we need to create cases within the portal.   Eac...
Mon, 7 Jul, 2025 at 11:26 AM