You've completed the Problem Solving - Request for Financial Assistance tool. What's your next step?

You've completed the Problem Solving - Request for Financial Assistance tool. What's your next step?

• A. Document the outcome in the case file.
• B. Contact the CES Department and follow their guidance for next steps.
• C. Refer the client to a financial counselor.
• D. Schedule a follow-up assessment in two weeks.

Answer: (B)

Coordinated Entry guidance is the next step after using the problem-solving tool, because this tool is meant to connect you with the system-wide flow for resource allocation. The Coordinated Entry System (CES) team oversees who should be connected to which resources and in what order, based on current availability and eligibility. By contacting the CES Department and following their guidance for next steps, you ensure the client is routed correctly, referrals are coordinated, and you’re acting within established protocols rather than independently guessing what to do next. This helps prevent duplicating efforts and speeds up access to appropriate financial assistance, housing options, or case management. Documenting the outcome is necessary, but it doesn’t move the client toward immediate resources unless CES guidance has been followed. Referring to a financial counselor or scheduling a follow-up may be appropriate after CES directs the plan, not as the immediate next action.

Coordinated Entry guidance is the next step after using the problem-solving tool, because this tool is meant to connect you with the system-wide flow for resource allocation. The Coordinated Entry System (CES) team oversees who should be connected to which resources and in what order, based on current availability and eligibility. By contacting the CES Department and following their guidance for next steps, you ensure the client is routed correctly, referrals are coordinated, and you’re acting within established protocols rather than independently guessing what to do next. This helps prevent duplicating efforts and speeds up access to appropriate financial assistance, housing options, or case management.

Documenting the outcome is necessary, but it doesn’t move the client toward immediate resources unless CES guidance has been followed. Referring to a financial counselor or scheduling a follow-up may be appropriate after CES directs the plan, not as the immediate next action.