Training Videos

All new WellSky new users should to watch this training video before attending the WellSky New User Orientation

Introduction to WellSky Community Services 

Other Helpful Videos

Egan WellSky Training

Creating or Updating Client Information

Creating a new client record
Correcting a client's personal information

Client Enrollments
Rapid Re-Housing Workflow in ServicePoint
Open an Entry/Exit
Close or Exit an Entry/Exit
ShelterPoint Household Enrollment
Deleting a ShelterPoint Entry
Creating an Interim Review

Service Transactions
Editing a Service Transaction with Funds Request
Voiding a Funds Request
Delete a Service Transaction

Looking up Data History
What is the Entry Type?