ServicePoint

5.0 Upgrade Overview

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Navigation & HomeLog in takes you to Home Page – New Look

Home Page BannerLogos can be uploadedAgency/Program name will displayDate appearsUser name/ServicePoint Access Level

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Navigation & HomeLog in takes you to Home Page – New Look

No more Green Tabs across the top – all navigation buttons are on the left side of the screen

User settings allow for tabs to be hidden if not needed

Each module will have a unique color

stripe and logo that will remain visible when in the module for

easy identification

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Navigation & Home

Last Viewed – Links will appear for you to quickly navigate to the last 10 client profiles accessed

Less and More links will allow you to expand or collapse these as

needed

Clients will display with name and id #

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Navigation & HomeFavorites– Links can be added for users to quickly

navigate to up to 10 clients, providers, or administrative functions they visit often.

Clients can be added at the profile page, the household page, services page, etc. and will appear protected

with their id numbers in () Less and More links will allow you to expand or collapse these as needed

Edit Favorites link allows users to change the order of the favorites or

delete favorites from the list

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Navigation & HomeHelp File

Clicking on this icon will take you to the help file where you can

search for instructions on how to use ServicePoint.

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Time OutPrior to automatic timeout - New warning

message has now been included!

The following warning message will appear if you are about to be timed out:

Clicking on Continue will reset the timeout clock for another 30 minutes

Clicking on Logoff will log you out and will return you to the log in screen

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Collapse & Expand Navigation

Clicking an arrow/triangle will expand a list or a section of the screen

Use the arrows/triangles to open or close a submenu or to create more workspace on the screens

Users can hide the menu if desired, by clicking on the right-hand border of the menu

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Collapse & Expand NavigationHome Page Banner – can be

collapsed for more space on screenUse White triangles to collapse or

expand

Mode – Enter data as will display on Home Page Banner

Shadow - Agency Administrators have been given the ability to shadow their users for data entry/cleanup

Back Date Mode - entered here and remains in effect throughout the client record

Note: Navigation tabcollapse function will be disabled when MODE, SHADOW or BACK DATE are being used

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Back Date Mode

Banner – will remain bright yellow while in back date modeClick on Date to return to live modeClick on Back Date to change the date to a different

back date User cannot collapse banner while in back date mode

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More Home Page Changes

System News and Agency News – Now appear as links for more space on page

Click a news item to open and view

Sorted by dateYou will be able to change the order in which news items

appear

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ClientPoint

Search for existing clients, or add clients•Ability to Search by Alias has been added!

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ClientPoint – New Summary Tab

•New Summary tab has been added

•Can be customized to see different summary pages depending upon provider/program levels•Level where user accounts reside will determine what is seen

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Client Information Tab

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Data Entry Made Easy! Follow the tabs through the

record.

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Click the pencil to add, edit or update.

Note: These data elements create the client’s unique ID. Altering these data will alter the Unique Identifier for reporting in the database. Custom Assessment Fields may need to be answered, check with your Administrator for details!

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Create Relationships between records before entering clients into programs or providing services! Click “Start New Household” to begin.

Enter the Household TypeDesignate 1 person as “Yes”, Head of Household Relationship to Head of Household = Self

NOTE: Only one member of the household grouping should be listed as the Head of Household. All other member relationships should be based on who was designated the Head of Household. Date Entered* = Date of Intake or Arrival into the program. Date Removed is NOT the client’s exit from the program! Clients generally are not removed from the household, even if they exit a program.

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The “Household Overview” will contain a list of all members of client’s household group. Review the overview for accuracy.

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Add each member of the household in the “Edit Household” window. Be sure that all members and their relationships appear in the “Household Overview before closing the window.

Creating relationships between client records is important! Take your time and follow the windows as they appear!

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“Enter” a client into a program. Often referred to as intake,

enrollment, participation, etc…

A window will pop up: Follow the page from top to

bottom!Answer all required fields***

Type = Funding or

program type

1.

3.

2.

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Assessments now fill based upon Provider and Provider type selected in Step # 2

• i.e. HUD – 40118, HPRP, etc.

4. Follow the screen from top to bottom to complete Head of Household demographics.

Save & Exit when done with HOH information

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Click on the Pencil of the Entry Date for EACH Household Member. The page will reload. Complete the “Entry Assessment”. Repeat for all.

Follow the screen from

top to bottom for each

household member,

saving when each is done.

5.

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Enter staff and

contact information for client

support system!

Select from a provider list of ServicePoint users or “Set me as

Case Manager”

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Create Goals, Action Steps and Case Notes to assist clients in planning self sufficiency and track outcomes! !

Classification and Type are conditional lists that can be customized!

Send Follow Up “ticklers” to a ServicePoint User Home Page!

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After Saving, the Case Plans window will expand!

The Add Service will take you out of case plans into Service Transactions. See the Service Transactions for details! 25

Assessments are sets or groupings of questions. Select an assessment from the list and enter the data elements required by your provider! Each provider can have a different set of assessments available. Note: You may be responsible for more than one.

Choose the appropriate assessment from the picklist:

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•Once Assessment is saved, History of answers is now built into the Answer Age color bar•No more H•Left-Click on Answer Age Bar to see historical information •Use new delete symbol to delete “bad” answers

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“ServiceTransactions Tab”

Use the Dashboard to quickly add needs, services or referrals or to view

the client’s historical records.

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In ServicePoint, Clients must have “needs” diagnosed in order for the end user to add services or referrals to the record.

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Each Provider should have a “quick list” created of the most common needs/ services requested by their clients.

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Select the Need from the quick list or use the Look Up to find a term that best describes the need.

Check Household Members if applicable!

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An action window will appear to assist the user with the next data entry step in the process.

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Adding a Service to the record indicates that the provider selected is providing the specified service to the client and household (if members are selected).

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Enter organizations costs for providing the service using Funding Sources. Create follow up “tickler” to users. Enter Status and Outcomes!

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Complete the Need(s) Assignment by Adding Terms from the quick list or Service Code Look-Up.

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Once the Needs have been selected, a search will automatically begin. You can select providers from the list, or refine the search criteria.

Click the + to select the provider as a “refer to” provider.

“Matched Needs” counts the number of needs this provider can provide to the client based on

the need selection criteria.

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Review Historical Transactions!

Navigate “Back to Dashboard”

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Viewing Service History

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Adding Multiple Services

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ResourcePoint

Show Advanced Options to enter search criteria

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ResourcePoint

Dropdown menus removed – now just begin typing in City, County fields and list will appear

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ResourcePoint

• Hovering over a Provider will show basic provider/program details

• Click Show Full Profile to see more information

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SkanPoint

Bed list is now called Unit List – to choose clients from a bed list, click on Choose Clients from Unit List

Use calendar tools to set dates•Choose date from calendar•Set to today’s date•Use drop downs to choose time

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Reports

Reports now appear in a dash board format instead of on a drop down or as links – click on the icon to access the report you wish to run•Daily Bed Report is now called Daily Unit Report•Clicking on the arrow in the menu will expand quick links for easy access

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