Annual Performance Report ( APR ) Data Entry Workflow

1. Annual Performance Report ( APR ) Data Entry Workflow

2. ClientPoint “The filing cabinet!” 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

3. “Client Information Tab” Sample Header Slide 2 Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue

4. 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

5. 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!

6. 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! 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

7. The Household Overviewwill contain a list of all members of your 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

8. 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!

9. 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! Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue

10. 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. Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue Type = HUD 1. 3.

11. Answer all questions on the Entry Assessment. These fields are important for reporting status at Entry. Sample Header Slide 3 4. Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue Follow the screen from top to bottom.

12. Click on the Pencil of the Entry Date for EACH Household Member. The page will reload. Complete the Entry Assessment. Repeat for all household members. NOTE: If client is a single person this step will be skipped. Sample Header Slide 3 5. Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue Follow the screen from top to bottom for each household member.

13. 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

14. 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!

15. 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!

16. 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 Choose the appropriate assessment from the pick-list Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue

17. Service Transaction “Service Transactions” 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.

18. Service Transaction 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. Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue

19. Each Provider should have a Quick Listcreated 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

20. 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

21. 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

22. 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 Use “Live” Date and Time Stamps!

23. 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

24. 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 Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue

25. 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 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.

26. Once the Providers have been selected, the user can “Notify” ServicePoint® Providers by E-mail. Sample Header Slide 3 Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue Notify Primary Contactby E-Mail.

27. 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

28. Skip the long form! By using the “Add Service” button services can quickly by entered and the Need will be automatically diagnosed to be the same as the service. Use the dashboard to save time. Sample Header Slide 3 Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue

29. Skip the long form! Add multiple services quickly by automatically diagnosing the Needto be the same as the service. Sample Header Slide 3 Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue

30. After the client has left program the client must be provided an Exit. Sample Header Slide 3 Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue Click on the Pencil Under Exit Date 1.

31. An Exit window will pop up: Follow the page from top to bottom! Answer the Exit Date, Reason for Leaving, and Destination 2. Sample Header Slide 3 Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue

32. Answer all questions on the Exit Assessment. These fields are important for reporting status at Exit. Sample Header Slide 3 3. Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue Follow the screen from top to bottom.

33. Click on the Pencil of the Exit Date for EACH Household Member. The page will reload. Complete the Exit Assessment. Repeat for all household members. NOTE: If client is a single person this step will be skipped. Sample Header Slide 3 4. Follow the screen from top to bottom for each household member. Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue