1. Housing Counseling Housing Counseling ServicePoint Mississippi Click Mouse To Advance Slides

2. 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

3. 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

4. ServicePoint Mississippi Click ClientPoint

5. ServicePoint Mississippi 1 2

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

7. Basic Profile of Your Client ServicePoint Mississippi

8. 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

9. ServicePoint Mississippi Click Add Entry/Exit

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

11. Adding The Housing Counseling Activity Assessment ServicePoint Mississippi

12. Click Assessments

13. ServicePoint Mississippi Click Housing Counseling Activity

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

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

16. ServicePoint Mississippi Complete This Section

17. ServicePoint Mississippi Click Add

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

19. ServicePoint Mississippi Group Counseling Click Add if Activity Was Group Counseling

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

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

22. 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

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

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

25. ServicePoint Mississippi Shows Multiple Goals/Outcomes

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

27. ServicePoint Mississippi Adding Service Transactions Click Service Transactions

28. 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

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

30. 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

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

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

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

34. Viewing, Editing, or Deleting Needs Services Referrals ServicePoint Mississippi

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

36. 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

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

38. Exiting Client From Program ServicePoint Mississippi

39. 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

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

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

42. ServicePoint Mississippi For Additional Assistance: Call or Email Becky Delbridge ServicePoint Mississippi 601-965-1350 becky@myunitedway.com