Create a Coordinated Entry Event

1. Click on Enter Data As and select the select the Housing Prioritization Assessment [CES] provider.
2. Open the client's record and go to the Entry/Exit tab. Add an interim review to their Housing Prioritization Assessment [CES] row.Screenshot: The name of the Entry/Exit program will include the words "Housing Prioritization Assessment [CES]" (A) and the Exit Date field will be empty (B). Click on the Interims icon to create a new assessment update (C).
   1. If referring a household, make sure to include every household member by checking the box next to their name.
   2. Choose the Update interim review type.
3. Fill out these fields in the Event pop-up window:
   1. Start Date: The date that the referral was made.
   2. Date of Event: Same as the Start Date.
   3. Event: Select the option that matches the type of housing the client is being referred to: Transitional Housing (TH), Rapid Re-Housing (RRH), Joint TH-RRH, Permanent Supporting Housing (PSH), or other Permanent Housing (PH S or PH HO).
   4. Location of Crisis Housing or Permanent Housing Referral: Click on Lookup, then select the housing provider that the client is being referred to.
   5. Housing Provider Contact Details: Enter the housing provider contact’s information.
4. Click on the Save button at the bottom of the Event pop-up window.
5. Close the interim assessment by clicking on the Exit button.