Housing Counseling Housing Counseling ServicePoint Mississippi Click Mouse To Advance Slides

ServicePoint Mississippi ClientPoint ClientPoint – After Client Added/Located - Add/Locate Client - Add Entry Date ClientPoint – Profile Tab- Input Basic Info ClientPoint – Assessments Tab- Input Addl Info on Housing Counseling Activity Form ClientPoint – Service Transactions Tab - Identify/Input Need - Input Service/Referral Given for Need ClientPointAdd Exit Date – Input Any Changes To Data In A Nutshell - The Basic Process

Adding or Locating Your Client ServicePoint Mississippi You Do Not Need to Add Children as Separate Clients If You Do Create Children or Other Family Members as Separate Clients ONLY ATTACH a Housing Counseling Activity Assessment to The Head of Household The Only Required Info About Children is Gathered on Housing Counseling Activity Assessment

ServicePoint Mississippi Click ClientPoint

ServicePoint Mississippi 1 2

Click Name of Your Client Click Add Client With This Information If Your Client is Not in System OR

Basic Profile of Your Client ServicePoint Mississippi

Click Entry/Exit Entry/Exit is Used to Show The Date Your Client Entered and Exited Your Program (If Your Client Entered and Exited the Program Previously – Add Another Entry/Exit Upon Return Adding An Entry Date

ServicePoint Mississippi Click Add Entry/Exit

ServicePoint Mississippi 1.Choose Basic Entry/Exit and Complete Info 2.

Adding The Housing Counseling Activity Assessment ServicePoint Mississippi

Click Assessments

ServicePoint Mississippi Click Housing Counseling Activity

ServicePoint Mississippi Housing Counseling Activity Assessment Contains All Info for Goals/Outcomes

ServicePoint Mississippi To Back Date – Type Previous Date and Click Back Date Button When in Back Mode – Date Area Turns Yellow

ServicePoint Mississippi Complete This Section

ServicePoint Mississippi Click Add

ServicePoint Mississippi Complete All Household Information If Household Changes – Add an Additional Entry to Show Changes. Click Save & Exit Pop-Up Screen

ServicePoint Mississippi Group Counseling Click Add if Activity Was Group Counseling

ServicePoint Mississippi Complete All Information Add Additional Entries for Different Events if any. Click Save & Exit Pop-Up Screen

ServicePoint Mississippi Individual Counseling Click Add If Activity Was Individual Counseling Client May Have Group Counseling AND Individual Counseling Entries

ServicePoint Mississippi Complete All Information Add An Entry for Each Goal/Outcome Click Save & Exit Pop-Up Screen Activity Notes – related to Goals/Outcomes MHC Codes and Notes NOT Added Here

ServicePoint Mississippi Clicking Printer Icon Gives a Print Friendly Screen When Complete Click Save Changes

ServicePoint Mississippi This Slide and The Following Slide Show A Completed Assessment If Household Changes – Add End Date – Then Add Another Entry

ServicePoint Mississippi Shows Multiple Goals/Outcomes

Adding Service Transactions ServicePoint Mississippi 1) Identity The Need 2) Show Service Provided 3) Show Referrals to Others (Optional)

ServicePoint Mississippi Adding Service Transactions Click Service Transactions

ServicePoint Mississippi Identify the Clients Need 1. Complete All Information 2. Click Save Changes -Bottom of Screen Opens Optional Select Need From Quicklist or Lookup

ServicePoint Mississippi Show The Service(s) You Provided For the Need

ServicePoint Mississippi MHC Codes for Services are input Here If Follow-up Needed Input Date Optional – But Good To Use Complete Information Pop-Up Screen Select Service From Quicklist or Lookup Click Save & Add Another or Save & Exit

ServicePoint Mississippi Multiple Services May Be Provided For One Need To Add Additional Services Simply Repeat The Process of Adding A Service

ServicePoint Mississippi You May Add A Referral(s) In Addition To Service(s) Provided

ServicePoint Mississippi Add Referral Info - Optional Add Up To Five Agencies for Referrals When Complete – Click Save Referrals

Viewing, Editing, or Deleting Needs Services Referrals ServicePoint Mississippi

To View, Edit, or Delete Need(s) Service(s) Referral(s) - Click Service Transactions - Click View Past Needs/Services

ServicePoint Mississippi Click Pencil To Edit Click Trash Can To Delete For Referral Info – Go To Outstanding Referrals (near bottom of page) After Clicking Pencil of Service Transaction

ServicePoint Mississippi Viewing, Editing, Deleting Referral(s) Click Trash Can To Delete Click Pencil To Edit Referral

Exiting Client From Program ServicePoint Mississippi

When Your Client Leaves or is No Longer Active In Your Program Add Exit Data As Shown Below The Housing Counseling Activity Assessment Will Appear Below Exit Data This Allows For Easy Updating of Any Info that Needs to Be Changed at Time of Exit

ServicePoint Mississippi Complete Exit Info Click Pencil on Exit Date Housing Counseling Assessment Appears Below

ServicePoint Mississippi The Housing Counseling Activity Assessment Has Opened For You To Make Any Needed Changes

ServicePoint Mississippi For Additional Assistance: Call or Becky Delbridge ServicePoint Mississippi