New Coordinated Entry Specialist Activation Process and Training Materials

The following procedures must be used to add a staff member or volunteer as a Coordinated Entry Specialist. 

1. If the staff member or volunteer is not yet a trained and licensed PA HMIS User:

    A. Have the staff member read the attached HMIS Policies & Procedures and watch the HMIS Introductory video trainings series here.

    B. Return the attached system user agreement to Tony Diaz at antidiaz@pa.gov. The agreement must be filled out on both sides to include the staff member or volunteer's signature and the signature of their agency manager or director. 

2. Once the staff member or volunteer is a trained and licensed PA HMIS User (or already was one):

    A. Complete and submit a new CE Specialist application form here.

    B. Have the staff member or volunteer watch the Eastern PA CoC Coordinated Entry Specialist video training series here.

    C. Upon completion of the video training series, the staff member or volunteer must complete this form.

When these procedures are completed, your Coordinated Entry Regional Manager will contact the new CE Specialist to ensure they are prepared to conduct Coordinated Entry.

Upon the CE Regional Manager's approval, the staff member or volunteer will be added to Connect to Home in PA HMIS and our email distribution list.