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Collaborate. Coordinate. Evaluate.

2-1-1 / I&R Housing Youth & Family Services Older Adult Services. ClientPoint Data Entry Workflow. ServicePoint v5.6.0. Collaborate. Coordinate. Evaluate. . Connecting Communities > Demonstrating Outcomes ™. 2-1-1 / I&R Housing Youth & Family Services Older Adult Services. ClientPoint

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Collaborate. Coordinate. Evaluate.

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  1. 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services ClientPoint Data Entry Workflow ServicePoint v5.6.0 Collaborate. Coordinate. Evaluate. SPv5.6.0 -- ClientPoint Workflow v2012-03-02 Connecting Communities > Demonstrating Outcomes™

  2. 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services ClientPoint “The filing cabinet!” 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. SPv5.6.0 -- ClientPoint Workflow v2012-03-02 Connecting Communities > Demonstrating Outcomes™ Connecting Communities > Demonstrating Outcomes™

  3. 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services Data Entry Made Easy! Follow the prompt/pop-up windows… then follow the tabs through the record (from left to right). Sample Header Slide 3 Collaborate. Coordinate. Evaluate. Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue SPv5.6.0 -- ClientPoint Workflow v2012-03-02 Connecting Communities > Demonstrating Outcomes™

  4. Client Profile Search / Creation 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. Search for your Client(s) via the Name(s), Alias, SSN, or Client ID Number field(s). SPv5.6.0 -- ClientPoint Workflow v2012-03-02 Connecting Communities > Demonstrating Outcomes™ Connecting Communities > Demonstrating Outcomes™

  5. Client Profile Search / Creation 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services Matching Client Records will be listed under the “Client Results” section (at the bottom of the page). If a matching record exists, click the pencil/edit icon to the left of the Client’s Name, otherwise click the “Add New Client…” button to create a new Client Profile. 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. If you’ve located an existing Client Record, skip to slide #11. SPv5.6.0 -- ClientPoint Workflow v2012-03-02 Connecting Communities > Demonstrating Outcomes™ Connecting Communities > Demonstrating Outcomes™

  6. Household Creation (optional configuration) 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services Upon clicking the “Add New Client…” button, you’ll see one of these two pop-up windows. Select the appropriate option & proceed. 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. If you choose the “Ok” or “Add Client ONLY” buttons, skip to slide #11. SPv5.6.0 -- ClientPoint Workflow v2012-03-02 Connecting Communities > Demonstrating Outcomes™ Connecting Communities > Demonstrating Outcomes™

  7. Household Creation (optional configuration) 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services Select the Household Type, then proceed to search for additional household members. If the additional household member does not already exist in the database, add him/her. You may encounter this warning pop-up window. 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. SPv5.6.0 -- ClientPoint Workflow v2012-03-02 Connecting Communities > Demonstrating Outcomes™ Connecting Communities > Demonstrating Outcomes™

  8. Household Creation (optional configuration) 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. Clients added to the household will appear under the “Selected Clients” section at the bottom of the “Add New Household” pop-up window. Click the “Continue” button once all household members have been added to the group. SPv5.6.0 -- ClientPoint Workflow v2012-03-02 Connecting Communities > Demonstrating Outcomes™ Connecting Communities > Demonstrating Outcomes™

  9. Initial Household Data Capture (optional configuration) 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services Answer the “Head of Household”, “Relationship”, and “Joined” questions at the top of the Household Info pop-up window, and click the SAVE button. 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. Previous Household Members can be viewed by clicking the black arrow/triangle icon to expand the page section. SPv5.6.0 -- ClientPoint Workflow v2012-03-02 Connecting Communities > Demonstrating Outcomes™ Connecting Communities > Demonstrating Outcomes™

  10. Initial Household Data Capture (optional configuration) 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. If assessment questions appear, work from the top of the page down to the bottom & click the SAVE button. Green checkmarks will appear next to each household member’s name as their assessment questions are answered & saved. When complete, click the SAVE & EXIT button at the top/bottom of the pop-up window. SPv5.6.0 -- ClientPoint Workflow v2012-03-02 Connecting Communities > Demonstrating Outcomes™ Connecting Communities > Demonstrating Outcomes™

  11. Client Information 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. You may see a “Back Date Mode” pop-up window appear. If you are inputting historical data, select your historical date and then click the “Set New Back Date” button; otherwise, click the “Use Current System Date” button to input information that will be date & time-stamped as of today’s date. SPv5.6.0 -- ClientPoint Workflow v2012-03-02 Connecting Communities > Demonstrating Outcomes™ Connecting Communities > Demonstrating Outcomes™

  12. 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services “Client Information Tab” 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. SPv5.6.0 -- ClientPoint Workflow v2012-03-02 Connecting Communities > Demonstrating Outcomes™ Connecting Communities > Demonstrating Outcomes™

  13. 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services 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. Collaborate. Coordinate. Evaluate. 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! SPv5.6.0 -- ClientPoint Workflow v2012-03-02 Connecting Communities > Demonstrating Outcomes™

  14. 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services Sample Header Slide 3 Create Relationships between records before entering clients into programs or providing services! Click “Start New Household” to begin. Collaborate. Coordinate. Evaluate. • 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 Joined* = Date of Intake or Arrival into the program. • Date Left is NOT the client’s exit from the program! Use only in special circumstances, such as foster care removal or • custody changes. Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue SPv5.6.0 -- ClientPoint Workflow v2012-03-02 Connecting Communities > Demonstrating Outcomes™

  15. Household 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services Select the Household Type, then proceed to search for additional household members. If the additional household member does not already exist in the database, add him/her. You may encounter this warning pop-up window. 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. SPv5.6.0 -- ClientPoint Workflow v2012-03-02 Connecting Communities > Demonstrating Outcomes™ Connecting Communities > Demonstrating Outcomes™

  16. Household 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. Clients added to the household will appear under the “Selected Clients” section at the bottom of the “Add New Household” pop-up window. Click the “Continue” button once all household members have been added to the group. SPv5.6.0 -- ClientPoint Workflow v2012-03-02 Connecting Communities > Demonstrating Outcomes™ Connecting Communities > Demonstrating Outcomes™

  17. Household 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services Answer the “Head of Household”, “Relationship”, and “Joined” questions at the top of the Household Info pop-up window, and click the SAVE button. 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. Previous Household Members can be viewed by clicking the black arrow/triangle icon to expand the page section. SPv5.6.0 -- ClientPoint Workflow v2012-03-02 Connecting Communities > Demonstrating Outcomes™ Connecting Communities > Demonstrating Outcomes™

  18. Household 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. If assessment questions appear, work from the top of the page down to the bottom & click the SAVE button. Green checkmarks will appear next to each household member’s name as their assessment questions are answered & saved. When complete, click the SAVE & EXIT button at the top/bottom of the pop-up window. SPv5.6.0 -- ClientPoint Workflow v2012-03-02 Connecting Communities > Demonstrating Outcomes™ Connecting Communities > Demonstrating Outcomes™

  19. 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services Check off all household members that apply! Sample Header Slide 3 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! Collaborate. Coordinate. Evaluate. Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue SPv5.6.0 -- ClientPoint Workflow v2012-03-02 Connecting Communities > Demonstrating Outcomes™

  20. 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services Entera client into a program. Often referred to as intake, enrollment, participation, etc… Sample Header Slide 3 A window will pop up: Follow the page from top to bottom! Answer all required fields*** 2. Collaborate. Coordinate. Evaluate. Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue Type = Funding or program type 3. 1. SPv5.6.0 -- ClientPoint Workflow v2012-03-02 Connecting Communities > Demonstrating Outcomes™

  21. 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services Answer all questions on the Entry Assessment. These fields are important for reporting status at Entry. Sample Header Slide 3 Collaborate. Coordinate. Evaluate. 4. Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue Follow the screen from top to bottom. SPv5.6.0 -- ClientPoint Workflow v2012-03-02 Connecting Communities > Demonstrating Outcomes™

  22. 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services Follow the screen from top to bottom for each household member. 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. If assessment questions appear, work from the top of the page down to the bottom & click the SAVE button. Green checkmarks will appear next to each household member’s name as their assessment questions are answered & saved. When complete, click the SAVE & EXIT button at the top/bottom of the pop-up window. SPv5.6.0 -- ClientPoint Workflow v2012-03-02 Connecting Communities > Demonstrating Outcomes™ Connecting Communities > Demonstrating Outcomes™

  23. 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services Sample Header Slide 3 Enter staff and contact information for client support system! Collaborate. Coordinate. Evaluate. 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 SPv5.6.0 -- ClientPoint Workflow v2012-03-02 Connecting Communities > Demonstrating Outcomes™

  24. 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services 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! Collaborate. Coordinate. Evaluate. 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! SPv5.6.0 -- ClientPoint Workflow v2012-03-02 Connecting Communities > Demonstrating Outcomes™

  25. 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services After Saving, the Case Plans window will expand! Sample Header Slide 3 Collaborate. Coordinate. Evaluate. 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! SPv5.6.0 -- ClientPoint Workflow v2012-03-02 Connecting Communities > Demonstrating Outcomes™

  26. 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services 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 Collaborate. Coordinate. Evaluate. Choose the appropriate assessment from the pick-list Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue SPv5.6.0 -- ClientPoint Workflow v2012-03-02 Connecting Communities > Demonstrating Outcomes™

  27. 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services “ServiceTransactions Tab” Sample Header Slide 3 Collaborate. Coordinate. Evaluate. 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. SPv5.6.0 -- ClientPoint Workflow v2012-03-02 Connecting Communities > Demonstrating Outcomes™

  28. 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services 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. The Need is based on the Taxonomy Code Set used by your implementation. The most common code set is the AIRS Taxonomy Collaborate. Coordinate. Evaluate. Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue SPv5.6.0 -- ClientPoint Workflow v2012-03-02 Connecting Communities > Demonstrating Outcomes™

  29. 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services Each Provider should have a Quick Listcreated of the most common needs/ services requested by their clients. Sample Header Slide 3 Collaborate. Coordinate. Evaluate. Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue SPv5.6.0 -- ClientPoint Workflow v2012-03-02 Connecting Communities > Demonstrating Outcomes™

  30. 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services 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! Collaborate. Coordinate. Evaluate. Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue SPv5.6.0 -- ClientPoint Workflow v2012-03-02 Connecting Communities > Demonstrating Outcomes™

  31. 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services An action window will appear to assist the user with the next data entry step in the process. Sample Header Slide 3 Collaborate. Coordinate. Evaluate. Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue SPv5.6.0 -- ClientPoint Workflow v2012-03-02 Connecting Communities > Demonstrating Outcomes™

  32. 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services 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 Collaborate. Coordinate. Evaluate. Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue Use “Live” Date and Time Stamps! SPv5.6.0 -- ClientPoint Workflow v2012-03-02 Connecting Communities > Demonstrating Outcomes™

  33. 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services Enter organizations costs for providing the service using Funding Sources. Create follow up “tickler” to users. Enter Status and Outcomes! Sample Header Slide 3 Collaborate. Coordinate. Evaluate. Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue SPv5.6.0 -- ClientPoint Workflow v2012-03-02 Connecting Communities > Demonstrating Outcomes™

  34. 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services ServicePoint® can email providers Service referral notices. Complete the Need(s) Assignment by Adding Terms from the quick list or Service Code Look-Up. Sample Header Slide 3 Collaborate. Coordinate. Evaluate. Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue SPv5.6.0 -- ClientPoint Workflow v2012-03-02 Connecting Communities > Demonstrating Outcomes™

  35. 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services 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 Collaborate. Coordinate. Evaluate. Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue Matched Needs counts the number of needs this provider can provide to the client based on the need selection criteria. Click the + to select the provider as a “refer to” provider. SPv5.6.0 -- ClientPoint Workflow v2012-03-02 Connecting Communities > Demonstrating Outcomes™

  36. 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services Once the Providers have been selected, the user can “Notify” ServicePoint® Providers by E-mail. Sample Header Slide 3 Collaborate. Coordinate. Evaluate. Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue Notify Primary Contactby E-Mail. SPv5.6.0 -- ClientPoint Workflow v2012-03-02 Connecting Communities > Demonstrating Outcomes™

  37. 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services Review Historical Transactions! Navigate Back to Dashboard Sample Header Slide 3 Collaborate. Coordinate. Evaluate. Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue SPv5.6.0 -- ClientPoint Workflow v2012-03-02 Connecting Communities > Demonstrating Outcomes™

  38. 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services Skip the long form! Add services quickly by automatically diagnosing the Needto be the same as the service. Use the dashboard to save time. Sample Header Slide 3 Collaborate. Coordinate. Evaluate. Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue SPv5.6.0 -- ClientPoint Workflow v2012-03-02 Connecting Communities > Demonstrating Outcomes™

  39. 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services Skip the long form! Add multiple services quickly by automatically diagnosing the Needto be the same as the service. Sample Header Slide 3 Collaborate. Coordinate. Evaluate. Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue SPv5.6.0 -- ClientPoint Workflow v2012-03-02 Connecting Communities > Demonstrating Outcomes™

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