resourcepoint™ data entry workflow. what is the resourcepoint module? the resourcepoint module is...

ResourcePoint™

Data Entry Workflow

What is the ResourcePoint Module?

The ResourcePoint module is a provider database that contains “operational” provider profiles from the

ServicePoint Admin Providers section of ServicePoint.

ResourcePoint can be considered the “White and Yellow Pages” of provider records. ServicePoint end users can

use ResourcePoint as a resource directory to find services in the community.

ResourcePoint contains profiles on providers that can be searched for based on name, location, services and

more!

*ResourcePoint is the ServicePoint module that interfaces with CommunityPoint*

Common workflow for using ResourcePoint

Searching for Providers

Reviewing Provider Profiles

Searching for Providers using Look Up features

Learning Objectives

ResourcePoint

Click on the module from the navigation

menu

ResourcePoint Workflow

Provider Search Results

Search

Elements of

Provider Profile

Advanced Options

for Search

Code Look Up Features

Using the Taxonom

yClear

Search

Click search to return an alphabetical listing of all providers. Then, click a letter of the alphabet to narrow the results to

the letter.

Enter keywords, provider name or words in the provider description in the text box. Click search to display

matching results.

Provider Search Results

Hovering over the Name of a provider

will display the Provider Profile.

Click “Show Full Profile” to display the entire provider

profile.

Click Exit to return to the search

results.

The full provider profile will display the provider description, contact and location information, the “services provided” and additional information from the provider admin page, including geography served and standards information.

Elements of

Provider Profile

The provider’s contact and location information will be displayed . Note that (Primary) will appear behind contacts that had been marked as primary on Admin Providers page. Hyperlinks appear in Blue and are interactive with the computers web browser and email program. The user can also click “Map Address” and a display will open with the location.

Elements of

Provider Profile

Service Information and Services Provided will also display on the provider profile.

Note: “Unavailable Services are displayed in Red”. *This can be changed by checking the “Status of Service” on the Admin Providers – Services Provided Tab.

Elements of

Provider Profile

Additional Information, including Geography Served, Shelter Information and Standards information displays on the right section of the provider profile.

Elements of

Provider Profile

Subordinate Providers in the Provider Tree Structure will also appear on the provider profile.

Elements of

Provider Profile

Advanced Options

for Search

The Show and Hide Advanced Options buttons toggle.

Advanced Options

for Search

Using Advanced Options, the end user can search for provider records using the following options: City, County, State, Zip Code, Level, ServicePoint Users Only, Service

Codes, Target Populations, and ESF Services.

Code Look Up Features

There are 3 Lookup options using the AIRS Taxonomy and ESF Code

Sets.

Each User must have the taxonomy code set selected in the user profile in order to access the code sets.

Using the Taxonom

y

Lookup

•The Service Code Search screen will open.

Search

•Search by Term

•Search by Code

•Use “beginning with” or “containing” option

Select

•The selected code will fill in the text box and code.

•Click Search to display Provider Search Results.

ClearRemember to clear search criteria between searches to ensure the maximum display of Provider results.