ClientTrack: How to Properly Enter Data for Housing Providers
Click on an option for a step-by-step guide.
We did NOT make contact with the client
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 – Remove the Client from the Priority List/By-Name List (Part 1)
Step 6 – Remove the Client from the Priority List/By-Name List (Part 2)
Step 7 – Remove the Client from the Priority List/By-Name List (Part 3)
Step 8 Final Step – Request a Replacement Referral Using This Form:
The referral is NOT eligible for our housing program
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 Final Step – Request a Replacement Referral Using This Form:
We made contact with the client, but they do NOT want to work with our program (client rejected referral)
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 Final Step – Request a Replacement Referral Using This Form: