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Boston Coordinated Entry

Assessor 101: Pathways 2024 New Assessor Course (Assessor 101)


Description
This 8-unit course covers the Pathways 2024 assessment, Clarity 101 for new users, the Data Warehouse, the Coordinated Access System (CAS), Housing Move-in Date, Current Living Situation, and Electronic Data Security.
Content
  • Welcome!
  • Welcome to the Pathways 2024 Assessor Course!
  • Electronic Data Security Awareness
  • Episode 1 - Passwords
  • Episode 2 - Data Handling
  • Episode 3 - Computer Theft
  • Episode 4 - Phishing and Ransomware
  • Episode 5 - Removable Media
  • Episode 6 - Vishing
  • Episode 7 - Internet Downloads
  • Episode 8 - WiFi
  • Clarity Data Entry 101
  • Course Introduction
  • Lesson 1: What is Backdating
  • Lesson 2: Understanding SSN, Name, and Date of Birth Data Quality Flags
  • Lesson 3: Selecting the Correct Gender, Race, and Ethnicity
  • Lesson 4: How to Create an Adult Client Profile
  • Lesson 5: How to Create a Child Client Profile (17 years old or Younger)
  • Lesson 6: How to Determine the Household Start Date
  • Lesson 7: How to Create a Household
  • Lesson 8: How to Enroll an Individual in a Program
  • Lesson 9: How to Exit a Person from a Household
  • Lesson 10: How to Exit An Individual from a Program Enrollment
  • Clarity Data Entry 101 Test
  • Clarity Data Entry 101 Test Instructions
  • Clarity Data Entry 101 - Part 1
  • Instructions for Part 2
  • Clarity Data Entry 101 Test - Part 2
  • How to Login to Clarity Live
  • Housing Move-in Date
  • Housing Move-In Data Basics
  • Housing Move-in Date Basics Quiz
  • Rules for Recording Housing Move-in Date
  • Rules for Recording Quiz
  • Scenarios: Lost Housing and Unit Moves
  • Lost Housing and Unit Moves Quiz
  • Scenarios: Moving Clients to Another RRH or PH Program
  • Program Moves Quiz
  • Current Living Situation
  • Introduction to Living Situation
  • Living Situation Explained
  • Housing Subsidy Options Explained
  • Living Situation Conclusion
  • Introduction to Current Living Situation
  • What is a Contact?
  • Who must Collect Current Living Situation?
  • When must Current Living Situation be Collected?
  • Boston HMIS Warehouse
  • Introduction to Warehouse Privacy and Security (:49)
  • Personally Identifiable (Protected) Information (1:39)
  • Privacy Laws (1:49)
  • What is Privacy and Confidentiality (1:25)
  • How Privacy Works (1:20)
  • The Assistance Network (1:54)
  • The Network Participation and Data Sharing Agreement (1:59)
  • Levels of Client Consent (1:56)
  • Data Visibility Based on Consent and Need (1:33)
  • Case Notes (:46)
  • Data Security Reminders (2:13)
  • The Warehouse HMIS End User Agreement (1:41)
  • Check Your Knowledge!!
  • Introduction to the BostonHMIS Warehouse End User Agreement
  • Warehouse Policies, Principles, and Code of Ethics Agreement
  • End User Policies
  • End User Guiding Principles Acknowledgements
  • Warehouse End User Code of Ethics
  • Password Procedures
  • Final Agreement Acknowledgement
  • Introduction to the Warehouse User Interface (1:04)
  • Logging in to the Warehouse (:34)
  • The Warehouse Homepage (1:48)
  • The Client Dashboard - System Usage (5:12)
  • The Client Dashboard - Demographics & Assessments (1:55)
  • The Client Dashboard - Enrollments & Bed Register (3:21)
  • Client History, Notes, & Files (4:08)
  • Conclusion (:17)
  • The Pathways 2024 Assessment
  • Introduction - 2024 Pathways Training (5:51min)
  • The Access Point Agreement (14:33 min)
  • Certification of Non-HMIS Nights (8:39 min)
  • HMIS Nights in Warehouse (4 min)
  • "Active" Policy (5 min)
  • The Pathways Assessment Tool- Tell Us More (8 min)
  • 2024 Pathways assessment Walkthrough (12:14 min)
  • The Contacts Tab Policy (2:06 min)
  • Recording Contacts in Coordinated Entry (3:32 min)
  • Recording Current Living Situation Assessment in Clarity (4 min)
  • Exits & Events (4:49 min)
  • Recording Exits and events in Clarity (8:12 min)
  • Key Components for Assessment (1:06 min)
  • Pathways FAQ (9 min)
  • The Coordinated Access System (CAS)
  • Introduction
  • What is CAS?
  • Key Terminology
  • Match Steps
  • Documenting Match Steps in CAS
  • Accepting, Declining, and Cancelling Matches in CAS
  • CAS Walkthrough (Live)
  • CAS RRH and Navigation Route (7 min)
  • Conclusion
  • Conclusion
Completion rules
  • All units must be completed
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