housing counseling housing counseling servicepoint mississippi click mouse to advance slides
TRANSCRIPT
Housing CounselingHousing Counseling
ServicePoint MississippiServicePoint Mississippi
Click Mouse To Advance Slides
ServicePoint MississippiServicePoint Mississippi
ClientPoint
ClientPoint – After Client Added/Located
- Add/Locate Client
- Add Entry Date
ClientPoint – Profile Tab - Input Basic Info
ClientPoint – Assessments Tab - Input Add’l Info on Housing Counseling Activity Form
ClientPoint – Service Transactions Tab
- Identify/Input Need
- Input Service/Referral Given for Need
ClientPoint Add Exit Date – Input Any Changes To Data
In A Nutshell - The Basic Process
Adding or Adding or Locating Your ClientLocating Your Client
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You Do Not Need to Add Children as Separate Clients
If You Do Create Children or Other Family Members as Separate ClientsONLY ATTACH a Housing Counseling Activity Assessment to The Head of Household
The Only Required Info About Children is Gathered on Housing CounselingActivity Assessment
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Click ClientPoint
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2
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Click Name of Your Client
Click
Add Client With This Information
If Your Client is Not in System
OR
Basic Profile of Your ClientBasic Profile of Your Client
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Click Entry/Exit
Entry/Exit is Used to Show The Date Your Client Enteredand Exited Your Program
(If Your Client Entered and Exited the Program Previously – Add Another Entry/Exit Upon Return
Adding An Entry Date
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Click Add Entry/Exit
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1. Choose Basic Entry/Exit and Complete Info
2.
Adding The Housing Adding The Housing Counseling ActivityCounseling ActivityAssessmentAssessment
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Click Assessments
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Click Housing Counseling Activity
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Housing Counseling Activity Assessment Contains All Info for Goals/Outcomes
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To Back Date – TypePrevious Date and
Click Back Date Button
When in Back Mode – DateArea Turns Yellow
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CompleteThisSection
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Click Add
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Complete All HouseholdInformation
If Household Changes – Add anAdditional Entry toShow Changes.
Click Save & Exit
Pop-Up Screen
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Group Counseling
Click Addif ActivityWas Group Counseling
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Complete AllInformation
Add AdditionalEntries for DifferentEvents if any.
Click Save & Exit
Pop-Up Screen
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Individual Counseling
Click AddIf ActivityWas Individual Counseling
Client May Have GroupCounseling ANDIndividual CounselingEntries
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Complete AllInformation
Add An Entryfor EachGoal/Outcome
Click Save & Exit
Pop-Up Screen
Activity Notes – related to Goals/Outcomes
MHC Codes and Notes NOT Added Here
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Clicking PrinterIcon Gives aPrint Friendly Screen
When CompleteClick Save Changes
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This Slide and The Following Slide Show A Completed Assessment
If Household Changes – Add End Date –Then Add Another Entry
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Shows Multiple Goals/Outcomes
Adding Service Adding Service TransactionsTransactions
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1) Identity The Need2) Show Service Provided3) Show Referrals to Others (Optional)
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Adding Service Transactions
Click Service Transactions
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Identify the Client’s Need
1. Complete All Information
2. Click Save Changes-Bottom of Screen Opens Optional
Select Need From Quicklist or Lookup
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Show The Service(s) You Provided For the Need
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MHC Codes forServices are inputHere
If Follow-up NeededInput Date
Optional – But Good To Use
Complete Information
Pop-Up Screen
Select Service FromQuicklist or Lookup
Click Save & Add Another or Save & Exit
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Multiple Services May Be Provided For One Need
To Add Additional Services Simply RepeatThe Process of Adding A Service
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You May Add A Referral(s) In Addition To Service(s) Provided
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Add Referral Info - Optional
Add Up To Five Agencies for Referrals
When Complete – Click Save Referrals
Viewing, Editing, or DeletingViewing, Editing, or Deleting
Needs Needs Services Services Referrals Referrals
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To View, Edit, or DeleteNeed(s)Service(s)Referral(s)
- Click Service Transactions- Click View Past Needs/Services
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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
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Viewing, Editing, Deleting Referral(s)
Click Trash Can To Delete
Click Pencil To Edit Referral
Exiting Client Exiting Client From ProgramFrom Program
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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 AnyInfo that Needs to Be Changed at Time of Exit
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Complete Exit Info
Click Pencil on Exit Date
Housing Counseling Assessment
Appears Below
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The Housing Counseling Activity AssessmentHas Opened For You To Make Any Needed Changes
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For Additional Assistance:
Call or Email
Becky Delbridge
ServicePoint Mississippi
601-965-1350