Assigned Staff

Clients must have an assigned staff as a contact point for Coordinated Entry Updates. The “Assigned Staff” does not cascade from one program to another, and each user working with a client needs to actively add themselves to the Coordinated Entry Program Assigned Staff.

In the Coordinated Entry Program, each user is responsible for adding themselves to the “Assigned Staff” for their client.

Adding an Assigned Staff

Please note: Adding yourself as an assigned staff member on the Coordinated Entry Program does not add you as an assigned staff member to any other client programs. To be the assigned staff within multiple programs, these steps should be completed for each individual program.

Locate the client’s active Coordinated Entry Program from their “Programs” tab

Assigned staff is located on the right hand side of the screen. Open the dropdown to add yourself to the assigned staff. Click “Save Changes”

Housing Providers use the assigned staff from the Coordinated Entry Program to contact case managers when a housing match occurs.