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ClientPoint™
Data Entry Workflow
ClientPoint“The filing cabinet!”
Search for existing clients, or add clients
“Client Information Tab”
Client Information Household ROI
Entry Exit1-2-3-4-5
Case Manager Case Plans
Assessments
Data Entry Made Easy! Follow the tabs through the record.
Service Transaction
sNeed Service Referral
Client
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!
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! Use
only in special circumstances, such as foster care removal or custody changes.
Household
OverviewThe Household Overview will contain a list of all members of your group. Review the overview for accuracy.
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 member
Add 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!
ROI
ROI may trigger data sharing and visibility
settings.
If ROI is on, be sure
you enter Release Granted = Yes!
Ask your System Administrator II if the
ROI is required in ServicePoint® for your
implementation!
Check off all householdmembers that apply!
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.
Entry Exit4 - Assessment
Questions
Answer all questions on the Entry Assessment. These fields are important for
reporting status at Entry.
4. Follow the screen
from top to bottom.
Entry Exit5 - Assessment
Questions for ALL HOUSEHOLD MEMEBERS
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.
5.
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
Case Plans
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!
More on Case Plans
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!
Assessments
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 pick-
list
“ServiceTransactions Tab”
Use the Dashboard to quickly add needs, services or referrals or to view
the client’s historical records.
In ServicePoint, Clients must have Needs” diagnosed in order for the end user to add services or referrals to the record.
The Need is based on the Taxonomy Code Set used by your implementation.
The most common code set is the AIRS Taxonomy.
Need Service
Referral
AIRS Taxonomy
Each Provider should have a Quick List created of the most common needs/ services requested by their clients.
Add NeedSelect 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!
Service Transaction Workflow Window
An action window will appear to assist the user with the next data entry step in the process.
Add Service
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).
Use “Live” Date and Time Stamps!
Service Costs, Follow
Up and Outcomes
Enter organizations costs for providing the service using Funding Sources. Create follow up “tickler” to users. Enter Status and Outcomes!
Add Referral
ServicePoint® can email providers Service referral notices. Complete the Need(s) Assignment by Adding Terms from the quick list or Service Code Look-Up.
Search for Providers to
send the Referral(s)
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.
Referred – To Provider
Once the Providers have been selected, the user can “Notify” ServicePoint® Providers by E-mail.
Notify Primary Contact by E-Mail.
Service Transaction
s Tab Layout
Review Historical Transactions! Navigate Back to Dashboard
Skip the long form! Add services quickly by automatically diagnosing the Need to be the same as the service. Use the dashboard to save time.
Skip the long form! Add multiple services quickly by automatically diagnosing the Need to be the same as the service.
