Homeless Coordinated Entry Assessment Form

Streamline Homeless Services with Coordinated Entry Assessment

Homeless service providers, housing authorities, and social service agencies need a comprehensive yet accessible way to assess clients, prioritize housing needs, and match individuals with the right interventions. This Homeless Coordinated Entry Assessment Form template provides a structured, evidence-based approach to collecting critical information about housing history, vulnerability factors, and barriers to stable housing.

Built specifically for case managers, outreach workers, and housing navigators, this form template captures everything from basic demographics and current living situation to chronic homelessness determination, health and safety vulnerabilities, and specific housing barriers. The assessment generates a vulnerability index score and prioritization ranking to help your Continuum of Care allocate resources fairly and effectively.

What makes this template essential for homeless services

Whether you're conducting street outreach, intake at a day center, or assessment at an emergency shelter, this template guides you through a trauma-informed assessment process. It includes sections for documenting length of homelessness (critical for chronic homelessness determination), disabling conditions, prior housing attempts, barriers like criminal background or eviction history, and immediate health and safety concerns.

The form can be customized to match your community's specific coordinated entry system, including local vulnerability scoring criteria and available housing intervention types. Use conditional logic to show relevant follow-up questions based on initial responses, ensuring you gather complete information without overwhelming clients with unnecessary questions.

Automate your housing workflow with Stepper

After submission, connect this form to Stepper to automatically calculate vulnerability scores, assign prioritization rankings, notify housing specialists about high-priority cases, and route assessments to the appropriate housing programs. Create workflows that update your HMIS (Homeless Management Information System), schedule follow-up appointments, and trigger case management tasks based on identified needs.

Paperform's secure, SOC 2 Type II compliant platform ensures sensitive client information is protected while remaining accessible to authorized team members. With role-based permissions and data residency controls, you can confidently collect and manage assessment data in compliance with HUD requirements and local privacy standards.

This template helps social service agencies, housing authorities, community action agencies, and nonprofit homeless service providers deliver coordinated, client-centered care that prioritizes those with the greatest housing needs.