1. ServicePoint 5.0 Upgrade Overview
ServicePoint 5 Upgrade System Overview

2. Navigation & Home Log in takes you to the Home Page with a new look
Home Page Banner
Logos can be uploaded
Agency/Program name will display
Date appears
User name/ServicePoint Access Level
ServicePoint 5 Upgrade System Overview

3. Navigation & Home
No more Green Tabs across the top – all navigation buttons are on the left side of the screen
User settings allow for tabs to be hidden if not needed
Each module will have a unique color
stripe and logo that will remain visible when in the module for easy identification
ServicePoint 5 Upgrade System Overview

4. Clients will display with name and id #
Navigation & Home
Last Viewed – Links will appear for you to quickly navigate to the last 10 client profiles accessed
Less and More links will allow you to expand or collapse these as needed
Clients will display with name and id #
ServicePoint 5 Upgrade System Overview

5. Navigation & Home
Favorites– Links can be added for users to quickly navigate to up to 10 clients, providers, or administrative functions they visit often.
Clients can be added at the profile page, the household page, services page, etc. and will appear protected with their id numbers in ()
Less and More links will allow you to expand or collapse these as needed
Edit Favorites link allows users to change the order of the favorites or delete favorites from the list
ServicePoint 5 Upgrade System Overview

6. Navigation & Home Help File
Clicking on this icon will take you to the help file where you can
search for instructions on how to use ServicePoint.
ServicePoint 5 Upgrade System Overview

7. Module Colors & Logos Sample Header Slide 2 Your text here
Each Module of ServicePoint is identified with a unique color and logo. The vibrantly colored header will remain visible for the user while moving around within a module.
Sample Header Slide 2
Navy blue
Lime green
Royal blue
Orange
Purple
Brown
Green
Gray
Your text here
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ServicePoint 5 Upgrade System Overview

8. Home Page Dashboard
New to ServicePoint 5 is an informational dashboard that allows you to customize the ServicePoint home page to include up to 8 dashboard elements (depending on your user access level) called dashlets. These dashlets provide meaningful information to help you to easily view and understand the data.
You must be logged into ServicePoint 5 with your ServicePoint username and password to see the dashboard.
ServicePoint 5 Upgrade System Overview

9. Time Out
Prior to automatic timeout - New warning message has now been included!
The following warning message will appear if you are about to be timed out:
Clicking on Continue will reset the timeout clock for another 30 minutes
Clicking on Logoff will log you out and will return you to the log in screen
ServicePoint 5 Upgrade System Overview

10. Collapse & Expand Navigation
Clicking an arrow/triangle will expand a list or a section of the screen
Use the arrows/triangles to open or close a submenu or to create more workspace on the screens
Users can hide the menu if desired, by clicking on the right-hand border of the menu
ServicePoint 5 Upgrade System Overview

11. Collapse & Expand Navigation
Home Page Banner – can be collapsed for more space on screen
Use White triangles to collapse or expand
Mode – Enter data as will display on Home Page Banner
Shadow - Agency Administrators have been given the ability to shadow their users for data entry/cleanup
Back Date Mode - entered here and remains in effect throughout the client record
Note: Navigation tab
collapse function will be disabled when MODE, SHADOW or BACK DATE are being used
ServicePoint 5 Upgrade System Overview

12. Back Date Mode
Banner – will remain bright yellow while in back date mode
Click on Date to return to live mode
Click on Back Date to change the date to a different back date
User cannot collapse banner while in back date mode
ServicePoint 5 Upgrade System Overview

13. More Home Page Changes System News and Agency News –
Now appear as links for more space on page
Click a news item to open and view
Sorted by date
You will be able to change the order in which news items appear
ServicePoint 5 Upgrade System Overview

14. Preferred Browsers Don’t use IE (Internet Explorer) if possible 14
Chrome (best)
Firefox (if you can’t use Chrome)
Safari (if you can’t use Chrome)
Don’t use IE (Internet Explorer) if possible 14
ServicePoint 5 Upgrade System Overview

15. SP5 Workflow Changes
Backdate mode resets most dates to the backdate system-wide
Creating a household is simpler
All workflow steps are in tab format (no more orange boxes)
Entry-based programs complete assessments in the entry/exit section
Service transaction tabs are named differently
Green (or red) bar replaces “H” button to view response history. 15
ServicePoint 5 Upgrade System Overview

16. Home Page: What’s Changed?
Top section
Backdate mode; ART
Left-hand section
ClientPoint (access data entry) and other modules
Reports, “Last viewed,” “Favorites,” and Logout
Use triangles: to expand, to minimize
Center section
News: click on a headline to see all details
Follow-up list (THP programs and Matrix) 16
ServicePoint 5 Upgrade System Overview

17. Home Page: Last Viewed and Favorites
Click on “last viewed” to see a list of clients you have previously viewed in your current session.
If you have just logged in, this will be blank.
Favorites
Click on “favorites” to see clients whose records you commonly use and would like to access from session to session.
Clicking on the star next to the client’s name selects them as a favorite.
Use arrow to minimize 17
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18. Backdate Mode: New Date Icons
:“choose date” – brings up calendar
: “clear date”
: “set to current date
These icons appear whenever you see a date field in ServicePoint 5 18
ServicePoint 5 Upgrade System Overview

19. Backdate Mode
Backdate mode still resets the system to a date in the past
What’s new?
Place in workflow (backdate mode immediately follows the login)!
Changes all dates in the system to the backdate—not just the assessment date. This prevents errors and reduces the number of data entry steps!
Placement on the screen (top right-hand corner)
Guidelines for when you need to backdate
Pop-up reminder to backdate whenever opening a record 19
ServicePoint 5 Upgrade System Overview

20. Backdate Mode 20 When do I leave backdate mode?
Only when you are completely finished with the client or household member’s record
How do I leave backdate mode?
Click on the next to the backdate
Make sure set a new backdate for each new client you enter into the system – check their program entry or service start date first. 20
ServicePoint 5 Upgrade System Overview

21. Client Search 21 What’s new? New icons accompany possible matches:
New “global search” option
Click on “Client Point” on the left-hand side of the screen to access the client search.
Can now search by client alias.
New icons accompany possible matches:
: Edit (click to go to a client’s record)
: Created by your provider (replaces red star icon) 21
ServicePoint 5 Upgrade System Overview

22. New - Summary page
First screen you will see when you enter a client record
Summary page highlights client basics
Name and demographics
Release of Information
Households
Entry/exits
Services 22
ServicePoint 5 Upgrade System Overview

23. Creating Households 23 What’s changed?
Click green plus sign instead of client’s name to add potential matches to the household
Add all clients to household first. Then update relationship information for all members at once.
Add demographics by clicking through each client’s name in the pop-up – checkbox changes to green as information is completed. 23
ServicePoint 5 Upgrade System Overview

24. Managing Households 24 What’s changed? New “Manage Household” button
Members can leave and re-join household at different dates and with different relationships through new icons
“Add/Delete Household Members” - use to add new members or remove clients who never should have been added to the household
New “Household History Report” button to show household changes over time (type, members, relationship, etc.) 24
ServicePoint 5 Upgrade System Overview

25. Assessments 25 What’s new? Last tab on the screen
Entry-based programs: complete in the entry/exit tab
Service-based programs: complete in the assessments tab
New drop-down list of assessments
New City Lookup feature
What’s changed?
H is no longer used for History. Use colored (green or red) bar to the left of the question to view historical data
Household Data Sharing can still be found and completed in the Assessments section but can also be completed in the Entry/Exit tab after adding an entry and clicking Save
Must push “add household data” button after selecting from drop-down list. Click “save & exit” when done. 25
ServicePoint 5 Upgrade System Overview

26. New data entry workflow
Go into Back date Mode – new reminder!
Search for client/create new record
Create a household (if applicable)
Complete ROI (if applicable)
Use the Entry/Exit tab to:
Enter clients into the program
Complete the Household Data Sharing Assessment (if serving a household)
Complete Assessment questions for each client
Enter Service Transactions (if applicable)
Make updates in the Assessments tab, if applicable
ShelterPoint Check-in
Exit the client and close services, if applicable
ShelterPoint Check-out 26
ServicePoint 5 Upgrade System Overview