St. Louis CITY C.E.: Opting Out of Coordinated Entry

This guide provides the basic steps to record a client's wish to "opt-out" of Coordinated Entry. An "opt-out" decision can be changed as desired by the client. For additional assistance beyond this guide, please contact the helpdesk.

Please keep in mind that any questions relating to St. Louis City Coordinated Entry that are not specifically tied to HMIS or to the Non-HMIS Prioritization list should be directed to the St. Louis City CoC's Coordinated Entry Committee.

Recording a client's wish to opt-out of HMIS participation will enable provider agencies to "opt-out" persons who do not wish to participate in Coordinated Entry. 

Note: If the HoH selects "Opt-Out" of Coordinated Entry, you will stop data entry into HMIS after recording the CEPA. You will not record an entry or exit into Coordinated Entry for this client.

Home Page Dashboard

1. Click Enter Data As in the upper right-hand corner. 
2. Click the green plus icon to the left of CITY St. Louis - CITY Coordinated Entry to set your EDA to the coordinated entry project.

ClientPoint

1. Enter the primary client's first and last name and click Search.
   1. If a match is found, confirm the details match the client's name, date of birth (DOB), and Social Security Number (SSN).  If the name, DOB, and SSN all match, click on the green plus icon to the left of the client name to open the client record.
   2. If no matches are found, ensure required fields are complete (name - properly capitalized, name data quality, SSN, SSN data quality, and U.S. Military Veteran) and search again.
      1. If the client appears, confirm the details match the client's name, date of birth, and SSN. If it is the same person, click on the green plus icon to the left of the client name.
      2. If the client still does not appear, click Add New Client with This Information.

Client Profile tab

1. At the back date prompt, change the date to match the date the client decided not to participate in Coordinated Entry and click Set New Back Date.
2. Check/update the Client Record table. 
3. Check/update the Client Demographics table.
4. Record the CEPA on the Client Profile tab
   
   Please end the CEPA one year from the decision date, or sooner, as the client desires. If the client wishes to participate in Coordinated Entry at a future date, you may end the previous "Opt-out" CEPA and record a new entry into Coordinated Entry, including a new CEPA.
   

   

5. Finally, in File Attachments, upload any opt-out CEPA documentation (with client consent) into the HMIS.

Copyright 2023 Institute for Community Alliances. All rights reserved.