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 & HomeLast 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 #

4

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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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 Navigation

Home Page Banner – can be collapsed for more space on screenUse White triangles to collapse or

expandMode – Enter data as will

display on Home Page BannerBack Date Mode - entered here

and remains in effect throughout the client record

Note: Navigation tabcollapse function will be disabled when BACK DATE are being used

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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 viewSorted by date

You 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!•Client ID Search is now on the bottom10

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 Profile Tab

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Client

Information

Household

ROI

(If applicable

)

Entry

Exit1-2-

3-4-5

Case

Manager

Assessments

Data Entry Made Easy! Follow the tabs through the

record. Service Transactions

Service

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Client

Click the pencil to edit or update.

*Do not Add data in the Client Profile, that will happen in the Entry/Exit step

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Household

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. 15

Household

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

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Add Members

to the Household

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.

Search for existing client record for

each new memberAdd clients to the database

Add new members to

the household

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

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Entry Exit1-2-3

“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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Entry Exit4 -

Assessment Questions

Assessments now fill based upon Provider and Provider type selected in Step # 2• i.e. HUD – 40118, HPRP,

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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Entry Exit5 - Assessment

Questions for ALL HOUSEHOLD

MEMBERS

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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Recording the Case

Manager Enter staff

and contact

information for client

support system!

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

Case Manager” 21

Assessments

Assessments are sets or groupings of questions. Enter the data elements required by your provider! Each provider can have a different set of assessments available.

Most all agencies will default to the

“Housing Outcomes” assessment.

If necessary, choose the appropriate assessment from the

picklist

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Symbols

Edit

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Open calendarClear Date

Use current date

Delete and Close

Colored bar showing when data was entered is also now the “H” to open History

Select

ServicePoint User

Created by your provider (the red star)

Add to Favorites

Bowman Help Manual

“ServiceTransactions Tab”

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

the client’s historical records.

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Add Service Notice Service Provided is now

the first question listed.

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Service Costs, Follow

Up and Outcomes

Enter organizations costs for providing the service using Funding Sources. Optional: Create follow up “tickler” to users.

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Service Transactio

ns Tab Layout

After you Save the service you default to the “View Previous Service Transactions” screen. Use the tabs to view Needs, Services, Shelter Stays and Entire Service History (both needs and service)

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Return to the Service Transaction dashboard by clicking “Back to Dashboard”

Adding Multiple Services

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Add more Services

Congratulations! You have entered the household

Now what?

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Client enters your Housing

Program

Client completes your program (or

leaves your program)

Continue adding new Service Transactions

Continue adding new EntriesClient enters another non-

housing program

Use ShelterPoint

Exit the client(and if housed)Check-out the client from ShelterPoint

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Client Enters your

Housing Progam Select the Provider and Unit List you wish to work

with then click on “Check Client In”

ShelterPoint

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Once the “Check Client In” is selected the following unit list will appear. From here click on the Check In icon or “Empty” unit.

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You will perform a Client Search and select the client from the Client Result area or add client information. Client ID number can also be used.

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Once a client is selected you will be able to change the time of Check In, make additional notes and select the Entry Provider and Type.

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Assign each Household member to a Unit by clicking on the “Assign Unit” button.

To add an entire household:

From the pop up screen select an Unit from the drop down list or select Overflow.

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After Save and Exit is applied you will be exited to the ShelterPoint Dashboard. To verify client(s) were checked select “View All.”

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When your client is no longer receiving service from a program you are ready to “Exit” the client.

Click on the pencil and fill out all appropriate responses.

Make sure you “edit” any information that has changed from Entry. Primarily Monthly Income and Non-cash Benefits (remember your End Dates)

Client completes your program (or

leaves your program)

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Client leaves your Housing Program

When a client leaves your Housing Program you are ready to “Check-out” the client

Click on “View All”Click on the Red Minus signEnter Date Out

Just as ShelterPoint creates your “entry” this step will also automatically create your “exit”In addition your “shelter stay” service will also be ended automatically.

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 38