1. Simple as ABC – Basic Primer on ServicePoint and How to Use it to Capture Clean, Usable Data
Presenters:
Hunter Belgard – Portland Housing Bureau
Jennifer Ross – Oregon Housing and Community Services

2. Goals:
Provide a high-level overview of the structure and workflow of ServicePoint
Build up a dictionary of ServicePoint terminology
“If you build it – it will report”
Encourage new ways of thinking about ServicePoint and data entry methodology

3. Count from 1 to 48…

4. Now try again…

5. ServicePoint is like a cell phone?
Would you be able to describe how to make a phone call to your neighbor?
How to send a text?
How to take a photo?

6. ServicePoint Dictionary
Entry
Exit
ClientPoint
Household
Service Transaction
Assessment
Interim Review
Null
Provider
Project
Program
Universal Data Elements
ROI
Edit
Home Page Dashboard
ART
Canned Report

7. How does data flow into reports?
Most basic workflow:
Create ClientPoint record
Create Household
Release of Information
Entry
Service Transactions
Interim Reviews
Exit

8. Data changes over time…
Cell phone – update contacts
How does ServicePoint show change over time?
It is important to understand how to report change and where to change it

9. If you build it – it will report
With this understanding of the flow of data – what other programs could you count an “entry” for?
Is anyone using ServicePoint to track something other than clients who are experiencing homelessness?

10. Data Entry Methods Use paper forms – one person assigned to data entry
Enter data directly – all case managers input the data themselves
Hybrid?
Data hubs?
What does your agency do? Have you encountered any challenges? Have you come up with solutions to issues with data entry processes?

11. Questions? Hunter Belgard – hunter.belgard@portlandoregon.gov
Jennifer Ross –