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CSIS Basic Skills PowerPoint -  View below!​​​​​

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Step-by-Step Guides

• Search for a client

• Changing your password  <--(NEW)

• Correcting incorrect information in a client profile

• Creating a client

• Creating a household

• Correcting Head of Household Errors

• Creating a program entry

• Creating program notes

• Creating program services

• Creating status updates

• Creating a night-by-night shelter enrollment

• Creating a reminder and completing a post-exit follow-up

• Creating public alerts

• Assigning yourself as staff to a program enrollment

• Moving clients from project to project

• ROI Client Consent Declined

• Using the Attendance Module to record services for multiple clients

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​​​​​​​​​​​​​​​Referral Training Materials

• Step By Step - Sending Referral

• Step By Step Receiving Referrals

• Step By Step Receiving Referrals (Client Already Enrolled)

• Step By Step - Referring from Community Que

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Coordinated Entry Training Materials

• Coordinated Entry - 2022 Access Point Powerpoint

• Step-by-Step- Coordinated Entry - Sarasota/Manatee

• Step-by-Step- Coordinated Entry - Pasco

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