ServicePoint 5.0 Upgrade Overview

1. ServicePoint 5.0 Upgrade Overview

2. Navigation & Home Log in takes you to Home Page – New Look • Home Page Banner • Logos can be uploaded • Agency/Program name will display • Date appears • User name/ServicePoint Access Level

3. Navigation & Home Log 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

4. Navigation & Home • Last Viewed – Links will appear for you to quickly navigate to the last 10 client profiles accessed Lessand Morelinks will allow you to expand or collapse these as needed Clients will display with name and id #

5. Navigation & Home • Favorites– 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 () Lessand Morelinks 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

6. Navigation & Home • Help File Clicking on this icon will take you to the help file where you can search for instructions on how to use ServicePoint.

7. Time Out • Prior 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

8. 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

9. Collapse & Expand Navigation • Home Page Banner – can be collapsed for more space on screen • Use 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 tab collapse function will be disabled when MODE, SHADOW or BACK DATE are being used

10. Back Date Mode • Banner – will remain bright yellow while in back date mode • Click on Date to return to live mode • Click on Back Date to change the date to a different back date • User cannot collapse banner while in back date mode

11. 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 date • You will be able to change the order in which news items appear

12. ClientPoint Sample Header Slide 2 Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue • Search for existing clients, or add clients • Ability to Search by Alias has been added!

13. 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 Sample Header Slide 2 Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue

14. Client Information Tab 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services Sample Header Slide 2 Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue Collaborate. Coordinate. Evaluate. Collaborate. Coordinate. Evaluate. Connecting Communities > Demonstrating Outcomes™ Connecting Communities > Demonstrating Outcomes™

15. Data Entry Made Easy! Follow the tabs through the record. Sample Header Slide 3 Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue

16. Sample Header Slide 3 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. Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue Custom Assessment Fields may need to be answered, check with your Administrator for details!

17. Sample Header Slide 3 Create Relationships between records before entering clients into programs or providing services! Click “Start New Household” to begin. • Enter the Household Type • Designate 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. Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue

18. The “Household Overview” will contain a list of all members of client’s household group. Review the overview for accuracy. Sample Header Slide 3 Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue

19. 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. Sample Header Slide 3 Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue Creating relationships between client records is important! Take your time and follow the windows as they appear!

20. “Enter” a client into a program. Often referred to as intake, enrollment, participation, etc… Sample Header Slide 3 2. A window will pop up: Follow the page from top to bottom! Answer all required fields*** Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue Type = Funding or program type 1. 3.

21. Assessments now fill based upon Provider and Provider type selected in Step # 2 • i.e. HUD – 40118, HPRP, etc. Sample Header Slide 3 4. Follow the screen from top to bottom to complete Head of Household demographics. Save & Exit when done with HOH information Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue

22. Click on the Pencil of the Entry Date for EACH Household Member. The page will reload. Complete the “Entry Assessment”. Repeat for all. Sample Header Slide 3 5. Follow the screen from top to bottom for each household member, saving when each is done. Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue

23. Sample Header Slide 3 Enter staff and contact information for client support system! Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue Select from a provider list of ServicePoint users or “Set me as Case Manager”

24. Create Goals, Action Steps and Case Notes to assist clients in planning self sufficiency and track outcomes! ! Sample Header Slide 3 Classification and Type are conditional lists that can be customized! Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue Send Follow Up “ticklers” to a ServicePoint User Home Page!

25. After Saving, the Case Plans window will expand! Sample Header Slide 3 Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue The Add Service will take you out of case plans into Service Transactions. See the Service Transactions for details!

26. 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. Sample Header Slide 3 Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue Choose the appropriate assessment from the picklist:

27. 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 Sample Header Slide 3 Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue

28. “ServiceTransactions Tab” Sample Header Slide 3 Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue Use the Dashboard to quickly add needs, services or referrals or to view the client’s historical records.

29. Sample Header Slide 3 In ServicePoint, Clients must have “needs” diagnosed in order for the end user to add services or referrals to the record. Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue

30. Each Provider should have a “quick list” created of the most common needs/ services requested by their clients. Sample Header Slide 3 Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue

31. Select the Need from the quick list or use the Look Up to find a term that best describes the need. Sample Header Slide 3 Check Household Members if applicable! Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue

32. An action window will appear to assist the user with the next data entry step in the process. Sample Header Slide 3 Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue

33. 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). Sample Header Slide 3 Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue

34. Enter organizations costs for providing the service using Funding Sources. Create follow up “tickler” to users. Enter Status and Outcomes! Sample Header Slide 3 Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue

35. Complete the Need(s) Assignment by Adding Terms from the quick list or Service Code Look-Up. Sample Header Slide 3 Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue

36. Once the Needs have been selected, a search will automatically begin. You can select providers from the list, or refine the search criteria. Sample Header Slide 3 Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue 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.

37. Review Historical Transactions! Navigate “Back to Dashboard” Sample Header Slide 3 Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue

38. Viewing Service History Sample Header Slide 3 Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue

39. Adding Multiple Services Sample Header Slide 3 Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue

40. ResourcePoint Sample Header Slide 3 Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue Show Advanced Options to enter search criteria

41. ResourcePoint Sample Header Slide 3 Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue Dropdown menus removed – now just begin typing in City, County fields and list will appear

42. ResourcePoint Sample Header Slide 3 Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue • Hovering over a Provider will show basic provider/program details • Click Show Full Profile to see more information

43. SkanPoint Sample Header Slide 3 • Use calendar tools to set dates • Choose date from calendar • Set to today’s date • Use drop downs to choose time Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue Bed list is now called Unit List – to choose clients from a bed list, click on Choose Clients from Unit List

44. Reports Sample Header Slide 3 Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue • 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