September 25, 2024

Agency Admin Meeting

Sept 25^th, 2024

PacificSource

Attendees:   Kirstin London, Mary Adams, Melinda Zugelder, Sara Wasserman, Robyn Matsumoto, Amy Wilson, Katy Alvarado, Leticia Simmons, Samantha Adams, Mellinda Poor, Rebecca Murphy, Lisa Moosbrugger, Christina Fregoso, Mirtha Strugo, Raisa Lebrun, Leonie Daniels, Jody Allard, Chelisa Hernandez, Nj Sevitz, Richard Hatfield, Casi Totten, Lacey Haight, Daphne Weller, Lindsay Weiss, Ethan DeGhelder, Kayla Luquez, Kassidy Tompkins

• Updates
  1. Housing move-in date
     • Too many interim reviews to tell which one is HMID so a specific HMID type was created and all interim reviews were updated.
  2. LIHEAP is opening on December 1, 2024 at 10 am.
  3. Centro Latino Americano - new name is Plaza de Nuestra Comunidad in HMIS you will see PLAZA as the agency. 
• Freshdesk Updates
  1. Table of contents
  2. Training – Dates are listed on calendar as they get scheduled
  3. Quick reference guides
• Satisfaction Survey
  1. Many thought WellSky wasn’t the most user-friendly system. Reach out to Melissa if workflow seems clunky, and we can review and maybe help make a change.
  2. Admins are feeling more comfortable with using the system.
     • Information learned in Admin meeting needs to be given to users at each agency
  3. Most admins have attended trainings that have been offered.
  4. Feedback in survey from some was meetings are not relevant. 
     • Agency Admin meetings are not required. CoC project admins are required to come to 3 of the 6 meetings.
     • Important info announced at meetings: Data standard updates are announced. Next big change will be October of 2026. 
     • Also trying to do a variety of subjects.
     • What items would you like on the admin meeting agendas? Have an suggestion please email Melissa 
• Business Objects Report folders
  1. Doing some reorganizing of the Business Object report folders. People agreed reports can be hard to find.
  2. Search function includes all reports, including system and archived so it’s not very helpful. 
  3. Sara would like a few admins to meet and help make it make sense. 
     • Volunteers: Mellinda Poor- CSS, NJ Sevitz-Poarch- SVDP L, Rebecca Murphy- HfG, Richard Hatfield SVDP L and Lisa Moosbrugger LH
  4. Look for the location lane_county_live to find date and time of latest data update
  5. When you log into Business objects if you see the Dashboard, email the helpdesk and we can change the preference to go straight into the Lane County folders when you log in 
• Reading HMIS
  1. Mary presented “Reading the Client Profile” training.
  2. Projects are named in this way: 
     • Agency - Project, Type [funding source](Project #)
  3. Kirstin reiterated the importance of checking a client’s eligibility before enrolling them in your projects. 
  4. Reading the Client Profile Training is located on Freshdesk under HMIS Trainings
• Next meeting 
  1. November meeting will be via zoom.
  2. If you would like to add anything to a future meeting agenda, please email Melissa.