Acknowledge a Housing Referral
Introduction
When your Priority List Manager fulfills your request for a housing referral, add a Date Referral Acknowledged to the referral event to confirm you have seen it.
Data Entry Steps
- Click on Enter Data As and select the housing provider that was issued a referral.
- Open the record of the referred client. When the Back Date Mode pop-up appears, select Use Current System Date.
- Go to the Entry/Exit tab and find the client's Coordinated Entry Assessment. Add a new interim update to that Entry/Exit.
- In the client's assessment, scroll down to the Coordinated Entry Event section and find your housing program's referral. Click on its edit pencil to open a referral pop-up window.
- Enter the date you received the referral in the Date Referral Acknowledged field, then click on Save to close the pop-up window.
- Back in the client's assessment, review assessor and client contact information and any other details that you need to reach out to the person that was referred to your housing program. When you are finished, you can close the assessment.
What Comes Next?
When you determine that a referral is successful - with the referred client and your agency agreeing to work together to secure housing - or that the referral is unsuccessful, record the result in HMIS.
Coordinated Entry: Housing Provider Data Entry Instructions
Request a Housing Referral
Acknowledge a Housing Referral
Resolve a Housing Referral
Record a Housing Outcome
Correct a Housing Referral Data Quality Issue
Coordinated Entry: Housing Provider Reports
258 CE Housing Referrals
267 CE Housing Provider Audit
294 CE Housing Provider Data Check