Step 1 – Click on your Initials

Step 2 – Click on the Clients Icon & Search for the Client

Step 3 – Click on Client’s Name, Enrollment and Services, CE Event

Step 4 – Update Coordinated Entry Event

Step 5 – Add a CE Note About How You Attempted to Contact the Client

Step 6 – Remove the Client from the Priority List/By-Name List (Part 1)

Step 7 – Remove the Client from the Priority List/By-Name List (Part 2)

Step 8 – Remove the Client from the Priority List/By-Name List (Part 3)

Step 9 Final Step – Request a Replacement Referral Using This Form:

Step 1 – Click on your Initials

Step 2 – Click on the Clients Icon & Search for the Client

Step 3 – Click on Client’s Name, Enrollment and Services, CE Event

Step 4 – Update Coordinated Entry Event

Step 5 – Add a CE Note About Why the Client is Not Eligible

Step 6 Final Step – Request a Replacement Referral Using This Form:

Step 1 – Click on your Initials

Step 2 – Click on the Clients Icon & Search for the Client

Step 3 – Click on Client’s Name, Enrollment and Services, CE Event

Step 4 – Update Coordinated Entry Event

Step 5 – Add a CE Note About Why the Client Does Not Want to Work with Your Program

Step 6 Final Step – Request a Replacement Referral Using This Form:

Step 1 – Click on your Initials

Step 2 – Search for the Client

Step 3 – Review Basic Client Information

Step 4 – Review Household

Step 5 – Enroll the Client in Your Project

Step 6 – Update Coordinated Entry Event

Step 1 – Click on your Initials

Step 2 – Search for the Client

Step 3 – Click on Edit Project Entry Workflow

Step 4 – Review Basic Client Information

Step 5 – Review Household

Step 6 – Enter Housing Move-In Date

Step 7 – Remove the Client from the Priority List/By-Name List (Part 1)

Step 8 – Remove the Client from the Priority List/By-Name List (Part 2)

Step 9 – Remove the Client from the Priority List/By-Name List (Part 3)

Step 1 – Click on your Initials

Step 2 – Search for the Client

Step 3 – Click on Exit Enrollment

Step 4 – Enter Exit Details