How to add a Coordinated Entry assessor as a contact
Author: Reid | Date Created: January 31st, 2025 | Date Updated: August 14, 2025
What this is
This article shows how you can add a Coordinated Entry assessor as a contact and how to manage your contacts list.
What you need to know
As Priority List Manager, you can manage and maintain your region's list of Coordinated Entry Contacts in HMIS. These contacts then appear on a client's MN Triage Assessment. This can help you get in touch with the right assessor for your client, even if someone else created the enrollment in HMIS.
Follow these steps
Start in the Priority List Managers workgroup and your CoC's Coordinated Entry organization.
Go to the Providers Workspace and open the Find Provider form:
Select your Coordinated Entry Provider:
Open the Contacts Form and click on "Add New Contact:
- Add all contact information, ensuring you complete the following fields accordingly:
- Active Status = Active
Contact Type = CE Assessor
Provider Contact Information by Reid Lemker
- When your done, click Save.
If you need to edit the status of a contact or update their information in the future, click on the pencil next to the contact name:
When you are done
You have added a CE Assessor to your region's contacts. This contact can be added to a MN Triage Assessment in a client's CE enrollment.
How to remove a contact
To delete a contact, click on the trash can icon next to the person's name.
If you delete a contact by mistake, you can reverse your action by going to the recycle bin and clicking on the restore button
