Contra Costa ServicePoint 5 End User Manual
Contents
1. Click Add New File Attachment Locate document click Upload Print Standardized Intake In the Entry Exits dashlet Eg Click left of date Click Save and Continue Scroll down to bottom of page Click Print Entry Exit Select options Click Print Repeat for each member Click Start New Household Select Household Type Search for each household member and build the household by clicking on the green plus sign next to their name If household member does not exist add as a new client and continue building the rest of the household Click Continue Head of Household answer Yes for head answer No for all other members Relationship to Head select best match from drop down menu Click Save amp Exit From the Head of Household s Summary Profile Release of Information Case Managets Click Add ROI Click Add Case Manager Select household Select household Complete data fields Type if you ate the case managet Other fields are optional select Me Click Save Release f someone else the managet select ServicePoint user or Other Complete the data fields Click Add Case Manager Entry Exits see next page for more details Click Add Entry Exit Select household Complete data fields Click Save Continue Standardized Intake should already be completed for all members Optional to complete other displayed assessments Click Save amp Exit when all data entered fo2. CONTRA COSTA Standardized Intake assessment appears at bottom of page Update data fields if necessary If entered data click Save Option to complete other Assessments Click Save amp Exit What do the check marks mean Not all data fields completed or not all data fields current v All required data fields complete and current Case Managers Click Add Case Manager Type if you are the case manager select Me If someone else is the case manager select ServicePoint user or Other Complete the data fields Click Add Case Manager Services Click Add Multiple Services Complete data fields Providet makes sure correct program selected Start Date End Date defaults to current date Change if needed Services select from drop down menu Funding Sources optional Status of Need select from drop down menu e g Closed Add another service Click Add Another Finished Click Save CONTRA COSTA PROGRAM ENTRY WORKFLOW OCTOBER 2015 For Households Workflow for entering clients who are in a household and who are not already entered in HMIS Workflow for creating Pe gt On the head of household s Summary page Find the Households dashlet How dol Attach a photo Click Client Profile Click Change Click Browse Locate photo Click Upload Repeat for each member Attach ROI In the HoH ROI dashlet Click 4 Page refreshes Click top right
3. Provider d J 01 28 2013 MOSBE Default Settings Add Service Add Multiple Showing 1 1 of 1 Services e Click Add Multiple Services e Provider select correct program e Start End Date change if necessary e Service select from drop down menu e Status of Need select best match e Need to add another service Click Add Another e Finished added services Click Save Optional Funding Sources Want to track financial information funding source dollar amount of the service e Click Add Funding Source e Source select fund Funding Sources OO e Amount enter amount Saas e Add another source Click Add Funding Source Save and Add Another e Done Click Save Optional Adding Notes Follow ups Want to add a note and a follow up a reminder of next appointment with client e Click 4 of transaction to update e Service Notes copy or type note Services HEEL LE LL LLL EL ZELLALLILTMPIODMMMDMMAMMAM e Projected Followup Date enter date Start Date End Date e Click Save amp Exit y 01 28 2013 After follow up is made enter Ur Add Multiple e Follow Up Made select Yes or No EEE RIS S e Completed Follow Up Date enter date you met with client e Click Save amp Exit 13 CONTRA COSTA PROGRAM ENTRY WORKFLOW OCTOBER 2015 Interim Review Use Interims to update Interim Reviews are used after a client has entered or enrolled in a program client data while client but before the client is exited An inter
4. date e Documentation select best match e Witness optional The workflow for adding the ROI for households is the same except The Multiple Provider Click Add ROI Release of Information ROI Function Must Be e Select members for whom Release of Information 2 test Mom Turned on Manually the ROI will be added e Continue with same workflow To enable it i as for single client e Click Admin 1 Female Single Parent e Click Provider Admin 2 test Mom J 3 test Daughter Household Members o To include Household members for this Release of Information click the box beside each name Only members from the SAME Household may be selected e Seatch your provider then click the pencil Release of Information Data e Click Module Settings scie aac taoga Monterey County Search Wy Provider clear tab Release Granted 53 v e Click ServicePoint S na ine l snva 1 B t Settings e Check the box Allow the selection of multiple providers when adding Releases of Information CONTRA COSTA PROGRAM ENTRY WORKFLOW OCTOBER 2015 Program Entry Note There is no longer a separate child assessment for Contra Costa The children questions will be embedded in the Contra Costa Standardized Intake Multiple assessments should show only at Interim Entry and Exit have only the Standard Assessment mapped Locate the Entry Exits box on the client s Profile Summary page Entry Exits T
5. head of household s Client Profile Summary e Scroll down to Households dashlet e Click to left of ID e Click Add Delete Household Members e Click gt Add Clients to the Household e Client Search appears e Search for household member If he she does Client Search not exist in the database Please Search the System before adding a New Client add a new client record Add Clients to the Household e Repeat process until all members have been added e Click Continue e Update Household Members fields to reflect new household e For example enter or update data in Head of Household and Relationship to Head of Household e Household Type may need to update e Click Save amp Exit 16 CONTRA COSTA PROGRAM ENTRY WORKFLOW OCTOBER 2015 Updating Case Plans As the client progresses in your program it may be necessary to e Close an existing goal e Enter anew goal e Add a case note or add a file attachment Click the Case Plans tab Goals To close a goal e Click 4 d to left of Classification e Overall Status select best match d erties ome eo e If Closed Outcome select best Add Goal match enter data only if selected Closed for Overall Status e Date optional enter date goal was closed Classification e If Partially Complete optional select best match e Click Save amp Exit To enter one or more new goals e Click Add Goal e Follow workflow as described in Case Plans page 11
6. pages Client Summary not configured with dashlets you need Contact your Agency Administrator or HMIS Coordinator to learn how to update your Summary Example of a Client Profile Summary partial screen shot Client 235035 San Benito Monterey 235035 San Benito Monterey Release of Information Ends 01 25 2015 Client Information Service Transactions Summary Client Profile Iouseholds ROI ntry Exit Case Manager S SSS SSS Added to the system 01 18 2013 12 20 PM Name San Benito Monterey Gender Female Date of Birth 02 01 1984 Primary Race White HUD Social Security 145 89 6543 Secondary Race Release of Information Entry Exits Provider Permission Start Date End Date Program pf MOSBE Default Settings Yes 01 25 2013 01 25 2015 MOSBE Default Settings Add ROI Showing 1 1 of 1 Add Entry Exit CONTRA COSTA PROGRAM ENTRY WORKFLOW OCTOBER 2015 Workflow Table of Contents Workflow Workflow New HMIS client Existing HMIS client Client Search Updating Client Data Client Profile Summary Service Transactions Single Client Interim Review Clients in Household Updating Disabilities Income amp Benefits Adding ROI for One or More Updating Household Providers Program Entry Updating Case Plans Disabilities Income amp Program Exit Benefits Case Plans SkanPoint Additional Information p 20 Howdol Add an Alternate ID Attach a file Attach a photo Print a form p 21 Lock down a cl
7. 5037 Marina San Benito Age 20 E e eo Workflow for Households gt 235038 Grove Pacific _ EE Age 25 235039 Marina Sand City Age 1 e Click the name of client immediately below client with green checkmark e Fill out the Standard Exit assessment for each member until all members have green checkmarks e Click Save amp Exit 18 CONTRA COSTA PROGRAM ENTRY WORKFLOW OCTOBER 2015 SkanPoint SkanPoint allows for the quick entry of service transactions for clients or for entire households with the swipe of a card SkanPoint can also be used without a catd card reader if you have a list of client ID numbers Print client skancards e You must have a Skancard template already set up in ART Once set up you can print skancards for a group of clients or for a single client Scan single service S Want to add members ere ee LE SkanPoint left side of screen Aseak lenc cerned e Provider select program household screen appears one or more clients gt To add members to e Service select from drop down menu e Start End Date defaults to current date and time e Optional Service Notes Funding Sources e Click Start Skan Page refreshes to Skan ID Cards e Swipe card or manually enter Client ID number Repeat until all clients scanned setvive click membet s to add Click Save e Click Exit when all clients scanned Scan multiple services e Click Skan Point left side of scr
8. Assistance Program Food Stamps HUD e Receiving benefit Answer Yes or No e Start Date leave as is e All other fields are optional e Click Save and Add Another if another benefit or Save 1f done 10 CONTRA COSTA PROGRAM ENTRY WORKFLOW OCTOBER 2015 Case Plans Click the Case Plans tab on the client Profile Summary top of screen _ Goals Goals Goal for household e Click Add Goal Select member s to e Enter data in fields Classification Type Date Added i include top of page e Case Manager select Bie before entering any beah other data e Claiss caionssdlect Case Plans File Attachments best match from menu Date Added v Name Type select best match Add New File Attachment e Overall Status select In Progress or select Closed if the goal achieved or abandoned Optional completing the Follow Up section Complete the Follow Up section if you wish to be reminded of any commitments made Click Add Goal Optional features appear Case Notes Action Steps Service Items Case Notes e Click Add Case Note Add File Attachments reduce Click Add New File e Enter data in fields Case Notes ex Glide e Case Manager select Case Manager NEUES C Naj Locate document e Note copy or type note econ Y ase Note Click Open e Click Save Case Note Click Upload e Select to read a note Action Steps Planned Actions Steps P n If you wish to e
9. End Date enter data Client has no new income Client has new income source e Click Save e Click Save and Add Another e Received income past 30 e Enter new income data days Change answer to No e Click Save e Received income past 30 days Answer Yes Updating Non Cash Benefits Client no longer has benefit soutce A e Click to left of benefit source e End Date enter data Client has no new benefit Client has new benefit source e Click Save e Click Save and Add Another e Received non cash e Enter new benefit data Change answer to No e Click Save e Received non cash Answer Yes 15 CONTRA COSTA PROGRAM ENTRY WORKFLOW OCTOBER 2015 Updating Existing Household The household may change after program entry a household member leaves or a new member joins the existing household To start the updating process e Go the head of household s Client Profile Summary ID e Scroll down to Households dashlet e Click 4 to left of ID Households Type 49305 Two Parent Family Marina San Benito Removing a member Grove Pacific e Click Add Delete Household Marina Sand City Member i e Click trash can icon to left of member s name Workflow for e Click Save removing a e Page refreshes Member deleted no longer visible in household member gt e Household type may have to update e If update household type click Save amp Exit Adding member to existing household e Go to the
10. HOMELESS MANAGEMENT INFORMATION SYSTEM Contra Costa County October 2 2015 HMIS SP5 Workflow End User Training O Community Technology Alliance 1671 The Alameda Suite 300 San Jos CA 95126 Phone 408 437 8800 Fax 408 437 9169 Counts Reports Able to tag a client so you can quickly review the client s status Example My Clients with NULL UDES will let you know if any tagged client is missing one or more universal data elements Icons signature lines gt Print with Add to Favorites Attach photos and documents CONTRA COSTA PROGRAM ENTRY WORKFLOW OCTOBER 2015 Version 5 Overview Home gt Main Dashboard The Dashboard appears when you log on HMIS Up to 4 Counts Reports will load Which reports display will depend on the user s access level Case Managers can view up to 4 reports such as e MyClents e My Clients with null UDEs e My Clients with expiring ROIs e My Clients with entry but no exit Client Profile Summary The Client Profile Summary appears after searching for a client The Summary can be configured with up to 8 screens or dashlets Example a case manager could have these 5 dashlets e Release of Information e Entry Exits e Households e Case Managers e Services Using the Client The Summary Profile Summary is configured so a client s entire Profile Summary HMIS file can be accessed from this page This means less time navigating back and forth between
11. To enter case note to an existing goal Classification Type Date Added Date Set v Notes Latest Note Date Substance Abuse Treatment 30 Days Sobriety 01 31 2013 01 31 2013 o 01 31 2013 e Click Notes e Click Add Case Note e Provider select correct provider e Case Manger select Case Manager e Note enter case note e Note Date update if needed e Click Save Case Note e Click Cancel to exit pop up window To add a file attachment e Click in Goals box right side of screen OR e Click Add New File Attachment in Case Plans File Attachments box e Follow prompts to find attachment on your computer e Click Upload File will appear 17 CONTRA COSTA PROGRAM ENTRY WORKFLOW OCTOBER 2015 Program Exit Create a Program Exit when the client leaves your program From the Client Profile Summary click the left of Exit Date Entry Exits Program Type Entry Date Exit Date F 01 29 2013 S MOSBE Customized HUD e Client in Household Select members e Exit Date change if necessary Workflow for Single Clients gt Reason for leaving select best match Destination select best match e Notes optional e Click Save amp Continue page will refresh e CONTRA COSTA Standardized Interim Exit Assessment will appear update as needed e If client is single Click Save amp Exit e If client is in household Click Save and look to left side to see Household Members Household Members v 23
12. ck next client and repeat above process until all members have 235039 Marina Sand City green check marks e All data entered Click Exit Age 1 Data fields needing updating not on Interim Report Choose from list of interim unu SST Es assessments must be set up by your Agency Administrator updating not in Interim Reports Select an Assessment Questions Monterey e Select an Assessment select best match e Selected assessment will appear Update data field s for each household member e Click Save 14 CONTRA COSTA PROGRAM ENTRY WORKFLOW OCTOBER 2015 Updating the Disabilities Income amp Benefits sub Assessments A client s disability income or benefits may change while enrolled in your program These changes should be recorded in HMIS in order to accurately track a client s ability to be mote self sufficient e Click Interim Review button e Select date of Interim Review e CONTRA COSTA Standard Interim Exit should display Updating Disabilities Client no longer living with a disability e Click 4 to left of disability e End Date enter data Client has no new disability Client has new disability e Click Save e Click Save and Add Another e Disability of long duration e Enter new disability data Change answer to No e Click Save e Disability of long duration Answer Yes Updating Monthly Income Client no longer has an income source e Click L to left of income amount e
13. distributed to the other client records in the household You will see an Add Household Data button at the top of the Entry and Exit Assessment screen Agencies are encouraged but not required to use this tool It ensures data quality through household consistency in data collection Househeld Data Shane W 1 New to KINST Commu R dip Chent Profile SericePo x e https p5 servicept com tanjose rrainingq com h owmansysrems sp5 Core ServicePecintrindex hrmisioan lientclientid 2 Exit Follow Name Head of Household Entry Date Date Interims ups Reason for Leaving Destination Notes a j P 4 2 2 m 27 Client chad No 11 18 2013 E I Ye e 26 Client Test No z 11 18 2013 FK f Include Addsbonal Household Members Showing 1 2 of 2 Entry Assessment Household Members Household Data Sharing 27 Chent Child Age Unkncen Client 26 Chent Test vA 26 Chant Test Age UC SCC Standard Intake Entry Date 11 18 2013 02 21 30 PM ti Household also update Household Profile as needed Adults m Household G Children in Household G Profile Information Date of Birth Bo oc 31925 n3 ajc Date of Birth Type rui 008 Reported HUD 2 e Phone G Emad G CONTRA COSTA PROGRAM ENTRY WORKFLOW OCTOBER 2015 Disabilities Income amp Benefits Located within the Standardized Intake Assessment are three sub assessments e Disabilities e Monthly Income e Non Cash Ben
14. een Scan multiple services for e Click Multiple Service tab top of screen one or more clients gt e Provider select program e Service select from drop down menu e Status of Need closed e Click Add Another e Repeat if necessary until all services added e Click Start Skan e Swipe cards and add household members if applicable as described in Scan Single Service 19 CONTRA COSTA PROGRAM ENTRY WORKFLOW OCTOBER 2015 How do l EE A grey menu bar top of page can be seen on any page in Client Point Use the grey menu bar to do any of these specialized functions Summary Client Profile Households ROI Entry Exit Case Managers Case Plans SSOM Activities Assessments SS Add Alternate Client ID used in SkanPoint e Click Client Profile tab Client ID click e Place cursor in Alternate Client ID field Client ID e Scan bar code on card OR manually enter letters and numbers below bar code ee ena e Click Save Alternate Client ID Attach a file e Click Client Profile tab e Scroll down until File Attachments box visible e Click Add New File Attachment e Click Browse Locate file Click Upload OR Attach a file on one of these tabs ROI Entry Exit Case Plans Assessments e Click the tab where you want to attach a file e Click then click Add New File Attachment Follow same steps as described for attaching file on the Client Profile tab Attach a Photo e Click Client Profile tab e Clic
15. efits Does client have a disabling condition e Answered No Skip Disabilities ERDEP AEA n Workflow for entering e dAussselSasuq dd s tastes ves Hub Disabili cuba e Disability Type enter best match Disabilities assessment data DN mE e Disability Determination Answer Disability Type Yes if client has this disability Cent Hout C0 iana answet No if otherwise e Start Date leave as is e All other fields are optional e Click Save and Add Another if another disability or Save if done Income received from any source R ived i t e Answered No Skip Monthly dude ei Aa AAS Wives HUD Workflow for entering M hl I b Income Monthly Income Cash Benefits ont ncome sup y Answered Yes Click Add IE assessment data E Y Source of cash benef e Source of Income select best US 882 00 Earned Income HUD match e Was income received from this source in the past 30 days Answer Yes or No e Monthly amount enter amount e Start Date leave as is e All other fields are optional e Click Save and Add Another if another source or Save if done Received non cash benefits in past 30 days oe j Answered No Skip Non Cash as oh en Workflow for entering Paneer benefits in past 30 Sven Cee Non Cash Benefits sub T e Answered Yes Click Add RUOTE TE e Source of Non cash benefit Non cash benefit source select best match r Supplemental Nutrition
16. ient s information In Contra Costa County client data except entry exits and case plans can be seen by other HMIS agencies unless the client s data is locked ot the program is locked CONTRA COSTA PROGRAM ENTRY WORKFLOW OCTOBER 2015 Client Search Client Search Logging into HMIS takes you to your Home gt Dashboard Name Click ClientPoint to access the client data Alias section of HMIS Social Security Number E Social Security Number Data Quality Select Is your client already in HMIS Search for zadani your client by entering Search ACTIVE Clients o e Name OR Search INACTIVE DELETED Clients Search ALL Clients e Alias OR e Social Security Number OR e Client ID HMIS F or scan card e lick Search Search Clear Client Number Enter or scan a Client ID number to go directly to that Client s Client ID Submit If there is NO match e Complete Name SSN SSN data quality fields e Click Add New Client with this Information e Pop up window will appear stating Create Client e Click OK e Opens to the Client Profile Summary page If there is a match If search by name or SSN potential matches will appear at bottom of screen e Click 4 toleft of Client s name e You will be taken to the Client Summary page If search by client ID taken to the Client Summary page What if client is new to my program but the client is already in HMIS Even if the client was entered in HMIS by an
17. im review allows an agency to capture is in your program gt client data as of a specific date From the Client Profile Summary page e Locate the Entry Exits dashlet e Click to left of Entry Date Date Ups e Edit Entry Data box appears leave data as it appears Entry Date e Click Save amp Continue Entry Exit Data box appears J 0129 20085 e Click W in the Interims column Click Add Interim Review Client in household Members automatically selected if members were selected for program entry Household Members e Interim Review Type Note To include Household members associated with the Entry Exit for this Inte select best match the box beside each name 49305 Two Parent Family e Review Date change if 37 Mann n Bent nt te 29 2013 12 41 PM needed J 235038 Grove Pacific Entry Date 01 29 2013 12 41 PM e Click Save amp Continue 7 235039 Marina Sand City Entry Date 01 29 2013 12 41 PM e Interim Review Interim Review Data Assessment will display Entry Exit Provider MOSBE Customized 3086 e Enter data as needed Entry Exit Type HUD e Click Save when done Interim Review Type Select M Daviaw fiata no 10 Jama MA Mia oe w cc OM v e On the next screen fill out the Standard Interim Assessment for each member of the household Client s checkmark turns green if all 235038 Grove Pacific required data fields have been answered answered Age 25 e Cli
18. k Change under photo icon e Click Browse Locate photo i e Description client photo enter these words in the Description box e Click Upload ee Print a form e Click Assessments tab e Select the assessment form to print Click Submit e Scroll down to bottom of page e Click Print Assessment i e Include Signature Line Client Assessment Print Options uncheck box if no signature bras Sirens ines BR line needed priok el ies amr aa e Click Print e Print box will appear Click OK 20 CONTRA COSTA PROGRAM ENTRY WORKFLOW OCTOBER 2015 Locking Down a Client s Record Client information in HMIS defaults to open Information entered except case plans will be seen by other Partner Agencies in your county Client information cannot be seen by agencies in other counties You may have a client who is not comfortable with other programs seeing their data in HMIS To lock down a client s data follow the steps below NOTE name DOB SSN and gender if entered remain visible for deduplication purposes e On the Client s EntryExit screen find the two padlocks Household Members Associated with this Entry Exit Name Head of Household Entry Date ard Reason for Leaving Destination Notes Gm 3 Brown Charte F nina Include Additional Household Members Entry Assessment Household Members Household Data Sharing IT i 3 Brown Charm Age 46 Client 3 Brown Charie Add Co
19. nter actions items associated with HEISE the goal Add Action Step Click Add Action Step e Enter data in fields Service Items for this Goal e Action Step detail action item Pe ETE e Click Save Action Item aba a Add Service Add Multiple Service Items Services Optional enter service transaction s associated with this goal e Click Add Service e Enter service transaction Go to page 11 for details on how to enter a service transaction e Click Save amp Exit 11 CONTRA COSTA PROGRAM ENTRY WORKFLOW OCTOBER 2015 Updating Client Data The workflow described so far details how to enter new clients in HMIS Once you have entered clients as described in the previous pages you will need to return on a regular basis to update the client s data This will include Workflow for gt z pau peace aeanaa ene updating client s e Updating Disabilities Income amp Benefits data begins on page Adding Interim Matrix if using the Matrix 13 next page e Entering Interim Reviews and Annual Assessments e Updating Goals and Case Plans e Creating a Program Exit when client leaves your program 12 Service for household Select member s to include in transaction top of page before entering any other data CONTRA COSTA PROGRAM ENTRY WORKFLOW OCTOBER 2015 Service Transactions Locate the Services box on the client s Profile Summary page Services Start Date End Date
20. ntra Costa Standardized Intake Entry Date 11 27 2013 11 44 39 AM si Blue Fields are Required Questions in bold are continuum required fields e Click on the first padlock and the Assessment Visibility window appears e Click the lt next to Global e Click Save The padlock should now look like this Repeat the above process for the second padlock This locks down all data entered in the Intake assessment e Ensure Future Answers only boxed is checked Assessment Visibility Provider Override Client Assessment Client 235037 Assessment MOSBE Profile All UDEs Future Answers only Future and Historical Answers Visibility Groups Deny Groups Group ID Group Name Group Type o v Global Public Add Visibility Group e Repeat the above process for each household member and for any additional assessments you complete
21. or create a referral The next series of tabs Summary Client Profile Households etc displays the correct workflow order for entering client data Click on a tab to enter data for that tab example click Case Managers to tag the client as your client What are the boxes known as dashlets A dashlet allows client data to be entered without needing to leave the Client Profile Summary The next page details how to enter data in each dashlet CONTRA COSTA PROGRAM ENTRY WORKFLOW OCTOBER 2015 For Single Unaccompanied Clients Workflow for entering a client not already entered in Client Point Client in a Household Go to next page for details on how to add clients in a household How dol Attach a photo Click Client Profile Under photo click Change Click Browse Locate photo Click Upload Attach copy of signed ROI In the ROI dashlet a Click Page refreshes Click top right Click Add New File Attachment Locate document click Upload Print Standardized Intake In the Entry Exits dashlet Click Z left of date Click Save and Continue Scroll down to bottom of page Click Print Entry Exit Select options Click Print Households Leave this dashlet empty Release of Information Click Add ROI Complete data fields Click Save Release Entry Exit Click Add Entry Exit Complete data fields Click Save Continue
22. other program Review the Client Summary page Update data fields if needed page 6 Add Release of Information ROI see page 6 Tag client as My Client see page 6 Create Program Entry see page 8 Enter additional data as you would for any other client Profile Summary The Profile Summary gives you an overview of current client data CONTRA COSTA PROGRAM ENTRY WORKFLOW OCTOBER 2015 Client Profile Summary Client 235035 San Benito Monterey Your Client Profile Summary has likely been Wi 235035 san Benito Monterey configured to include the following Release of Information Ends 01 25 2015 Fae datos e Demographic information Summary Client Profile Households ro Sen e Households Added to the system 01 18 2013 12 20 PM e Release of Information Name San Benito Monterey e E t E it Date of Birth 02 01 1984 F n fy x1 Social Security 145 89 6543 e Services e Case Managers Release of Information Clients HMIS number Name and ROI Provider Permission Start Date End Date L Setungs 01 25 2013 01 25 2015 expiration date top left of screen Add ROI Showing 1 1 of 1 Workflow Menu options Below the client s HMIS and name are a series of workflow tabs Client Information Service Transactions Summary Client Profile Households ROI Entry Exit Case Managers Client Information the page you re currently on Service Transactions click to add a service transaction
23. r the client Services Click Add Multiple Services Select household member s Complete data fields See previous page for details on how to enter services Services box CONTRA COSTA PROGRAM ENTRY WORKFLOW OCTOBER 2015 Adding ROI for One or More Providers e Access client s file Locate ROI on the Release of Information client s Profile Summary pace low ns Ruiei s Sart Dake Ed pasa e Click add ROI ae x l No Adding File Attachments The Provider listed is your default provider You may want to add one e No need to change or add additional providers Go to Release Granted or more documents C Need to change Provider or add multiple providers e Click Search To add a file attachment e Search for Providers by Search enter name or a keyword or by Provider ID Click Client Profile e Click 99 to left of each provider to add grey menu bar that provider r Provider Search Selected Result Scroll down until you see e Selected providers will appear in EIU EOT a POLTIN File Attachments Provider Search Selected Results oe MH OO Map Level I 2091 MOSBE CHS City Youth Program Level 4 Click Add New File e All Providers added Click Exit o gt 2142 MOSBE CHS Elm House Level 4 Attachment Q 2 MOSBE CHS Genesis House Level 4 GIO IHE de e Release Granted select Yes or No Locate File Click Open e Start Date defaults to current date Change if necessary Click Upload e End Date three 3 years after start
24. ype Entry Date Exit Date No matches B m e Click Add Entry Exit e Provider select correct program e Type select HUD Entry Date change if necessary e Click Save amp Continue e Enter new data ot update existing data CONTRA COSTA Standardized Intake e Click Save amp Exit a program entry for a SINGLE client gt The workflow for creating a household program entry is the Household Members Workflow creating a Same excep t Note To update Household members for this Entry Data P rogram entry fora i Click Add Entry Exit 49305 Two Parent Family Household gt e Select members to J 7 Mari n Benito Entry Date 01 29 2013 10 17 AM include in the entty and 235038 Grove Pacific Entry Date 01 29 2013 10 17 AM click Save amp Continue e Enter data in the CONTRA COSTA Standardized Intake e Click Save and on the left tab click on the next household member y 235037 Marina San Benito Age 20 235038 Grove Pacific Age 25 235039 Marina Sand City Age 1 e Clients checkmark will turn green once all his her required data fields are saved e Repeat above process until all members have green check marks e All data entered Click Save amp Exit CONTRA COSTA PROGRAM ENTRY WORKFLOW OCTOBER 2015 Household Data Sharing Household Data Sharing is an assessment that allows you to answer the questions while in one client record and the answers are automatically
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