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2024 HMIS Annual - Module 1

Megan Starnes

Created on November 20, 2024

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Transcript

I'M READY TO START LEARNING!

Download the script for the audio in this module here
  • Correct project name and project type
  • CAS participation type, if applicable
  • Correct Workgroup for level of access needed
  • Correct name, email address, and contact information, with no typos
Provide these details in every New User Request!
I'm your HMIS Security Officer! I'm responsible for making sure everyone who needs HMIS access at our organization gets access and manages their account securely.

When training is completed, HMIS Admins send the user their account information

Account Access
Process to Gain HMIS Access

New users are enrolled into the appropriate training

HMIS New User Training

Managing HMIS Access

HMIS Administrators review the request for compliance and accuracy

HMIS Admin Review

Maintaining HMIS Access

HMIS Security Officer submits digital User Request form

Gaining HMIS Access

Access Request
Every 60 calendar days
180
90
60
30
Download the script for the audio in this module here
Log in to ClientTrack regularly
Complete all required training
Requirements to Maintain Active HMIS Account
Complete password updates when prompted

As part of community efforts to improve data quality, you may continue to see required training on certain data elements in addition to your annual HMIS training requirements.

Managing HMIS Access

Maintaining HMIS Access

Gaining HMIS Access

I'm done!
Download the script for the audio in this module here

View a copy of your HMIS User Agreement.

Review our HMIS Privacy Notice and HMIS Privacy Policy.

TO WHOM
HOW
WHEN
...you provide access to HMIS data outside the system.
Managing your HMIS access means more than literally logging into ClientTrack. It also means managing...

Does the person asking for the data share your commitment and responsibility to keep it secure?

Questions for Self-Assessment
HMIS Access means a responsibility to the people we serve to protect their information.

Managing HMIS Access

When is it okay to share data?
With whom do I share data?

Maintaining HMIS Access

Gaining HMIS Access

How do I share HMIS data?
How do I protect my device?
or click "Yes" if you are ready to move forward to the review!
Select the section you want to repeat.
No, I want to repeat a section.
Are you ready to review what you have learned so far?
Yes, take me to the review!

Managing HMIS Access

oscar officer
"Will you look to see if a certain person is staying in the shelter tonight?"

Maintaining HMIS Access

Gaining HMIS Access

Rita Reporter
"Can you help me log in and run these reports that are due today?"
Newton NewHire
" Can I use your ClientTrack account to upload these documents?"
view hint
Newton NewHire
" Can I use your ClientTrack account to upload these documents?"

Managing HMIS Access

Maintaining HMIS Access

Gaining HMIS Access

view hint
Rita Reporter
"Can you help me log in and run these reports that are due today?"

Managing HMIS Access

Maintaining HMIS Access

Gaining HMIS Access

view hint
oscar officer
"Will you look to see if a certain person is staying in the shelter tonight?"

Managing HMIS Access

Maintaining HMIS Access

Gaining HMIS Access

Maintain

Gain

Manage

Click "Complete & Continue" below

Still unsure?

Revisit Section 1

Consider...

  • The process & requirements to gain HMIS Access
  • Who is responsible for ensuring users get access
  • You should never share your HMIS login information

You are currently on this section! Click the X to return to the module and continue learning.

*You may be required to return to modules to review any missed review questions.

Skip to Review *

Managing HMIS Access

Maintaining HMIS Access

Gaining HMIS Access

Click to navigate to the desired section of the module. You may also use the arrows on the top of the module to navigate bewteen sections!

Module 1 Menu

Training Certificate Earned

An HMIS Admin creates the acount with the information and permissions provided on the original User Request that was submitted.

HMIS Account Created

HMIS AdminNotified

  • HMIS Basic Workgroup Access(online course only)

Training for "Basic Workgroup" (limited access)

Training for "HMIS Programs Workgroup" (full access)

Training Enrollment

Approval / Denial Sent

  • HMIS 101
  • HMIS 102
  • HMIS 103
  • Data Entry Practice Session (in-person or virtual)

HMIS Security Officer submitted the request

HMIS project setup

Agency email address

Correct agency info

User Notified to Log In to HMIS

Request approval depends on:

HMIS Admin Review

HMIS User Request Submitted

Process to Gain HMIS Access
Account Access
HMIS New User Training
HMIS Admin Review
Access Request

You are currently on this section! Click the X to return to the module and continue learning.

*You may be required to return to modules to review any missed review questions.

Skip to Review *

Managing HMIS Access

Maintaining HMIS Access

Gaining HMIS Access

Click to navigate to the desired section of the module. You may also use the arrows on the top of the module to navigate bewteen sections!

Module 1 Menu

You are currently on this section! Click the X to return to the module and continue learning.

*You may be required to return to modules to review any missed review questions.

Skip to Review *

Managing HMIS Access

Maintaining HMIS Access

Gaining HMIS Access

Click to navigate to the desired section of the module. You may also use the arrows on the top of the module to navigate bewteen sections!

Module 1 Menu

You are currently on this section! Click the X to return to the module and continue learning.

*You may be required to return to modules to review any missed review questions.

Skip to Review *

Managing HMIS Access

Maintaining HMIS Access

Gaining HMIS Access

Click to navigate to the desired section of the module. You may also use the arrows on the top of the module to navigate bewteen sections!

Module 1 Menu

You are currently on this section! Click the X to return to the module and continue learning.

*You may be required to return to modules to review any missed review questions.

Skip to Review *

Managing HMIS Access

Maintaining HMIS Access

Gaining HMIS Access

Click to navigate to the desired section of the module. You may also use the arrows on the top of the module to navigate bewteen sections!

Module 1 Menu

Still unsure?

Revisit Section 2

Consider...

  • Who has the ability to reset passwords
  • What resources are available to regain lost access
  • You should never share your HMIS login information

You are currently on this section! Click the X to return to the module and continue learning.

*You may be required to return to modules to review any missed review questions.

Skip to Review *

Managing HMIS Access

Maintaining HMIS Access

Gaining HMIS Access

Click to navigate to the desired section of the module. You may also use the arrows on the top of the module to navigate bewteen sections!

Module 1 Menu

Still unsure?

Revisit Section 3

Consider...

  • Language in the Privacy Policy about data sharing
  • Whether or not Oscar would typically have access to this data via his own HMIS account

You are currently on this section! Click the X to return to the module and continue learning.

*You may be required to return to modules to review any missed review questions.

Skip to Review *

Managing HMIS Access

Maintaining HMIS Access

Gaining HMIS Access

Click to navigate to the desired section of the module. You may also use the arrows on the top of the module to navigate bewteen sections!

Module 1 Menu