1. Like a Kid in a Candy Store ServicePoint Features
Presenters:
Hunter Belgard – Portland Housing Bureau
Cecilia Bonvino – Community Action
Michelle Helm – Portland Housing Bureau

2. Goals of this session:
To highlight some of the other features that ServicePoint has to offer
You will be armed with tools to hopefully make counting, tracking, using information easier
You will apply one of these tools in your day-to-day work

3. What do we have in ServicePoint?
Case Plans & Goals
Referral Module
Case Plans & Goals allow you to create, manage and track client goals. This includes creating action steps, scheduling goal follow-up dates, and recording case notes.
Referral Module allows you to refer clients to providers that offer the services clients are seeking. After a referral has been issued, ServicePoint provides the ability to follow up on the referral.
This Photo by Unknown Author is licensed under CC BY

4. What do we have in ServicePoint?
Self-Sufficiency Outcomes Matrix
FundManager
Dashboard Reports
FundManager allows you to track the allotment of funds from various sources. Integrates with service transactions, allowing you to see not only how funds are being used, but also who the funds are helping.
Self-Sufficiency Outcomes Matrix allows case managers to measure a client’s progress to self-sufficiency from a holistic approach, within domains such as Shelter, Income, and Life Skills.
Dashboard Reports provide quick access to customizable client list reports on your homepage. A great way to track case loads.
This Photo by Unknown Author is licensed under CC BY

5. What do we have in ServicePoint?
ActivityPoint
CallPoint
SkanPoint
CallPoint – a way to track and count Call Records, collect information on each caller, and flag calls for follow-up - all from one screen! Calls can are captured without creating a Named Client Profile in ServicePoint.
ActivityPoint is used to create, schedule, and manage day-to-day events and activities, such as community educational sessions, volunteer sessions, field trips, and meetings. You can also manage and track participants and/or volunteers attending these events.
SkanPoint – A very quick and convenient way to create many Service Transactions at once. Create a Service from a ShelterPoint bedlist, your own created list or even from a Skan bar code on a piece of paper or ID card.
This Photo by Unknown Author is licensed under CC BY

6. Self-Sufficiency Outcomes Matrix
Choose Your Top 3 Picks
Case Plans/Goals
Referral Module
Self-Sufficiency Outcomes Matrix
FundManager
Dashboard Reports
ActivityPoint
CallPoint
SkanPoint
This Photo by Unknown Author is licensed under CC BY

7. Case Plans and Goals Sort Goals by Classification and Type
Assign Case Manager to Goal
Create reminders – Projected Follow up
Reminders: Home visits, 6 month follow ups… on Home Page Dashboard
Track specific Goals by Status, Outcomes, Date, Case Manager – ART Report 0404
Consistency is key!

8. Referral Module Refer clients to Service Providers in SP
Send to Service Provider’s point person
Coordinated Entry at different levels (Agency/County)
Outgoing/Incoming referrals count on Summary page and Home page Dashboard
Referrals canned reports to track outcomes

9. Fund Manager
Incredibly versatile tool for tracking funds (grants, donations, rent payments, utility, etc.)
Applied in a simple way.....to a more in depth application
Funds have amazing customization. From a Service Type to detailed amounts per provider or even by percentage
Built-in reporting for all users

10. Fund Manager
The most basic application – Create a Service Transation and "Add Fund Source"
The most complex application

11. Self-Sufficiency Outcomes Matrix
Tool to assess the client’s situation over time, from a holistic approach
18 domains (rate 1-5)
Eg. Life Skills
1 - Unable to meet basic needs such as hygiene, food, activities of daily living.
2 - Can meet a few but not all needs without assistance.
3 - Can meet most but not all needs without assistance.
4 - Able to meet all basic needs with out assistance.
5 - Able to provide beyond basic needs for self and family.
N/A
Optional comment box

12. Self-Sufficiency Outcomes Matrix
Click “Show Summary” to see charts and visuals
Points of measurement:
Initial  Interim  Final  Follow Up
Domains: Shelter/Housing, Employment, Income, Food and Nutrition, Child Care, Children’s Ed., Adult Ed., Health Care Coverage, Life Skills, Mobility, Parenting Skills, Legal, Mental Health…
ART reports

13. Dashboard Reports
Lower section of the Homepage, click the downward arrow to open
Add Counts Reports
Pick up to 4 reports from 46 options:
System Admin reports
Program Manager reports
End User/Case Manager reports
Customizable, displays in four quadrants
System Wide, by provider, or reporting group
Date ranges Eg. daily, quarterly, annually

14. Dashboard Reports Reports refresh every time you view your homepage
Large reports not recommended for slower computers
Click blue number hyperlinks to see report
“My Clients” – all client records where you have been assigned as a Case Manager
Other uses: Data quality, tracking expired ROIs, clients served – lots of possibilities!

15. Call Point
Designed for incoming call centers providing information and referral, 211info
Fantastic report for number of calls, call length, etc.
Collect customized
     Information
Choose to connect
     the caller to Client
     Point
Applications are
    endless! From front 
   desk calls to eligibility tracking

16. Activity Point Create events/classes with one or multiple sessions
Track
Enrollment – Wait list/Drop list
Attendance – canned report attendance statistics
Volunteers – time sheets

17. SkanPoint
Amazing time saving potential! Create the same service in multiple records in moments
4 potential ways to select records. 
*By Client Id #
*By ShelterPoint Bedlist "Unit List"
*By created list
*By ID card, Bar Code Skanner

18. Thank You! Have Fun! Questions? Comments? Thoughts?
Want more information? 
Contact us! 
Contact your System Administrator!
Use the "?"