Before starting Coordinated Entry configuration, communities should strategically consider the goals they want to achieve and their reporting needs. We encourage communities to map workflows that impact the various stages of the coordinated entry process: access, assessment, and referral.
Once your planning is complete, you can begin configuration. Coordinated entry configuration is a multi-step process in which many steps must be completed in a specific order. Clarity Human Services offers flexibility and multiple configurations.
The Coordinated Entry Configuration Checklist guides commutes through the most popular coordinated entry designs and aligns with the Department of Housing and Urban Development (HUD) Coordinated Entry Data Standards.
Click here to download a PDF version of the checklist.
Note: With the June 2026 Feature Update, the Program Setup Public Listing setting was updated to a comprehensive Program Visibility setting. In the PDF shown and linked above, you will see Program Visibility: Public*, but there are three Program Visibility options, each with more granular settings. We encourage you to review the articles How to Set Up a Program: Detailed Instructions, Program Setup: Program Visibility, and Referral Settings Overview for more information about Program Visibility.
Updated: 06/16/2026