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Collaborate. Coordinate. Evaluate.

2-1-1 / I&R Housing Youth & Family Services Older Adult Services. ClientPoint HPRP Data-Entry Workflow. Collaborate. Coordinate. Evaluate. Connecting Communities > Demonstrating Outcomes ™. 2-1-1 / I&R Housing Youth & Family Services Older Adult Services. HPRP Data-Entry Made Easy!

kendall-jefferson
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Collaborate. Coordinate. Evaluate.

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  1. 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services ClientPoint HPRP Data-Entry Workflow Collaborate. Coordinate. Evaluate. Connecting Communities > Demonstrating Outcomes™

  2. 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services HPRP Data-Entry Made Easy! Follow the tabs through the record. Sample Header Slide 3 Collaborate. Coordinate. Evaluate. Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue Connecting Communities > Demonstrating Outcomes™

  3. 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services Access ClientPoint(“The filing cabinet!”) • Locate & Review the Client’s Record Sample Header Slide 2 Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue Collaborate. Coordinate. Evaluate. Collaborate. Coordinate. Evaluate. Search for the Client’s existing record(s) via Name, SSN, or ServicePoint Client ID#. Connecting Communities > Demonstrating Outcomes™ Connecting Communities > Demonstrating Outcomes™

  4. 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services If the Client does not have an existing Client Profile, click the “Add New Client” button to create a new Profile. • Locate & Review the Client’s Record Sample Header Slide 2 Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue Collaborate. Coordinate. Evaluate. Collaborate. Coordinate. Evaluate. If the Client has an existing Client Profile, click the Pencil/Edit icon to open the Profile. Connecting Communities > Demonstrating Outcomes™ Connecting Communities > Demonstrating Outcomes™

  5. Household Creation (optional configuration) 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services Upon clicking the “Add New Client…” button, you’ll see one of these two pop-up windows. Select the appropriate option & proceed. Sample Header Slide 2 Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue Collaborate. Coordinate. Evaluate. Collaborate. Coordinate. Evaluate. If you choose the “Ok” or “Add Client ONLY” buttons, skip to slide #11. SPv5.6.0 -- ClientPoint Workflow v2012-03-02 Connecting Communities > Demonstrating Outcomes™ Connecting Communities > Demonstrating Outcomes™

  6. Household Creation (optional configuration) 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services Select the Household Type, then proceed to search for additional household members. If the additional household member does not already exist in the database, add him/her. You may encounter this warning pop-up window. Sample Header Slide 2 Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue Collaborate. Coordinate. Evaluate. Collaborate. Coordinate. Evaluate. SPv5.6.0 -- ClientPoint Workflow v2012-03-02 Connecting Communities > Demonstrating Outcomes™ Connecting Communities > Demonstrating Outcomes™

  7. Household Creation (optional configuration) 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services Sample Header Slide 2 Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue Collaborate. Coordinate. Evaluate. Collaborate. Coordinate. Evaluate. Clients added to the household will appear under the “Selected Clients” section at the bottom of the “Add New Household” pop-up window. Click the “Continue” button once all household members have been added to the group. SPv5.6.0 -- ClientPoint Workflow v2012-03-02 Connecting Communities > Demonstrating Outcomes™ Connecting Communities > Demonstrating Outcomes™

  8. Initial Household Data Capture (optional configuration) 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services Answer the “Head of Household”, “Relationship”, and “Joined” questions at the top of the Household Info pop-up window, and click the SAVE button. Sample Header Slide 2 Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue Collaborate. Coordinate. Evaluate. Collaborate. Coordinate. Evaluate. Previous Household Members can be viewed by clicking the black arrow/triangle icon to expand the page section. SPv5.6.0 -- ClientPoint Workflow v2012-03-02 Connecting Communities > Demonstrating Outcomes™ Connecting Communities > Demonstrating Outcomes™

  9. Initial Household Data Capture (optional configuration) 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services Sample Header Slide 2 Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue Collaborate. Coordinate. Evaluate. Collaborate. Coordinate. Evaluate. If assessment questions appear, work from the top of the page down to the bottom & click the SAVE button. Green checkmarks will appear next to each household member’s name as their assessment questions are answered & saved. When complete, click the SAVE & EXIT button at the top/bottom of the pop-up window. SPv5.6.0 -- ClientPoint Workflow v2012-03-02 Connecting Communities > Demonstrating Outcomes™ Connecting Communities > Demonstrating Outcomes™

  10. 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services “Client Information” Tab Sample Header Slide 2 Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue Collaborate. Coordinate. Evaluate. Collaborate. Coordinate. Evaluate. Connecting Communities > Demonstrating Outcomes™ Connecting Communities > Demonstrating Outcomes™

  11. 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services • Locate & Review the Client’s Record Sample Header Slide 3 Click the pencil to add, edit or update. Note: These data elements create the client’s unique ID. Altering this data will alter the Unique Identifier for reporting in the database. Collaborate. Coordinate. Evaluate. Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue Custom Assessment Fields may need to be answered, check with your Administrator for details! Connecting Communities > Demonstrating Outcomes™

  12. 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services “Summary” Tab • Locate & Review the Client’s Record If you have access to the Summary tab, click it and briefly review the information contained there. Sample Header Slide 2 Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue Collaborate. Coordinate. Evaluate. Collaborate. Coordinate. Evaluate. Pay particular attention to the Client’s current Entry/Exit & Service records. Contact your Administrator if the Client is currently receiving HPRP services from another HPRP Provider, to avoid unnecessary duplication of services. Connecting Communities > Demonstrating Outcomes™ Connecting Communities > Demonstrating Outcomes™

  13. 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services Sample Header Slide 3 Create Relationships between records before entering clients into programs or providing services! Click “Start New Household” to begin. Collaborate. Coordinate. Evaluate. Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue Connecting Communities > Demonstrating Outcomes™

  14. Household 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services Select the Household Type, then proceed to search for additional household members. If the additional household member does not already exist in the database, add him/her. You may encounter this warning pop-up window. Sample Header Slide 2 Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue Collaborate. Coordinate. Evaluate. Collaborate. Coordinate. Evaluate. Connecting Communities > Demonstrating Outcomes™ Connecting Communities > Demonstrating Outcomes™

  15. Household 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services Sample Header Slide 2 Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue Collaborate. Coordinate. Evaluate. Collaborate. Coordinate. Evaluate. Clients added to the household will appear under the “Selected Clients” section at the bottom of the “Add New Household” pop-up window. Click the “Continue” button once all household members have been added to the group. Connecting Communities > Demonstrating Outcomes™ Connecting Communities > Demonstrating Outcomes™

  16. Household 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services Answer the “Head of Household”, “Relationship”, and “Joined” questions at the top of the Household Info pop-up window, and click the SAVE button. Sample Header Slide 2 Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue Collaborate. Coordinate. Evaluate. Collaborate. Coordinate. Evaluate. Previous Household Members can be viewed by clicking the black arrow/triangle icon to expand the page section. Connecting Communities > Demonstrating Outcomes™ Connecting Communities > Demonstrating Outcomes™

  17. Household 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services Sample Header Slide 2 Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue Collaborate. Coordinate. Evaluate. Collaborate. Coordinate. Evaluate. If assessment questions appear, work from the top of the page down to the bottom & click the SAVE button. Green checkmarks will appear next to each household member’s name as their assessment questions are answered & saved. When complete, click the SAVE & EXIT button at the top/bottom of the pop-up window. Connecting Communities > Demonstrating Outcomes™ Connecting Communities > Demonstrating Outcomes™

  18. 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services Sample Header Slide 3 Update Relationships between records before entering clients into programs or providing services! Click “Manage Households” to begin. Collaborate. Coordinate. Evaluate. Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue Connecting Communities > Demonstrating Outcomes™

  19. 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services Sample Header Slide 3 Remove relationships by click the red Remove Icon. Then fill in the “Date Client Left Household” Note: Date Client Left Household is NOT the Client’s Exit Date from the HPRP Program! Use only under circumstances of official relationship dissolvements, such as divorce, death, foster care removal, or child custody changes, etc. Collaborate. Coordinate. Evaluate. Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue Connecting Communities > Demonstrating Outcomes™

  20. 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services Sample Header Slide 3 Update the remaining Household information as appropriate by adjusting Head of Household information, Relationship, or by adding additional Household Members Collaborate. Coordinate. Evaluate. Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue Reminder: When adding additional Household Members the date “Joined Household” may not be the same date as the Head of Household or Program Entry. Connecting Communities > Demonstrating Outcomes™

  21. 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services • Add/Review ROI Record(s) Sample Header Slide 3 Click the “ROI” tab to review the Client’s existing Release-of-Information (ROI) record(s), and to create additional Client’s ROI record(s). Collaborate. Coordinate. Evaluate. Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue Connecting Communities > Demonstrating Outcomes™

  22. 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services • Add/Review ROI Record(s) Sample Header Slide 3 Collaborate. Coordinate. Evaluate. Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue If the Client does NOT have a current ROI for the HPRP Program where he/she is receiving Services, click the “Add Release of Information” button to create a new ROI. Connecting Communities > Demonstrating Outcomes™

  23. 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services Checkmark appropriate Household Members to create duplicate ROIs & save data-entry time. Identify the Provider that is receiving the ROI from the Client(s). (A Client should have an ROI for EACH Provider where he/she receives Services.) Release Granted = Yes if the Client gave permission to release his/her data. The ROI Start Date & End Date should be completed. The ROI Start Date = the date the Client gave permission. (Contact your Administrator for more information on ROI Start & End Dates.) • Add/Review ROI Record(s) Sample Header Slide 3 Collaborate. Coordinate. Evaluate. Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue Contact your Administrator to determine which Documentation method is appropriate, & if a Witness is necessary. Click the Save button to proceed. Connecting Communities > Demonstrating Outcomes™

  24. Create the Program Entry Worksheet for the HoHH 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services Click the “Entry/Exit” tab to review the Client’s existing Program Entry Records, and/or to create & update the Client’s Entry/Exit Worksheet(s). Sample Header Slide 3 Collaborate. Coordinate. Evaluate. Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue Click the “Add Entry/Exit” button to start a Program Entry Worksheet for the Head of Household (HoHH). Connecting Communities > Demonstrating Outcomes™

  25. Create the Program Entry Worksheet 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services Checkmark appropriate Household Members to start duplicate Program Entry Worksheets & save data-entry time. Identify the HPRPProvider that is accepting the Client(s) into its Program. Program Entry Worksheet TYPE = HPRP The Entry Date should reflect the date when the Client(s) was accepted into the HPRP Program, and BEFORE the Client began receiving HPRP Services. Sample Header Slide 3 Collaborate. Coordinate. Evaluate. Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue Click the “Save & Continue” button to proceed & complete the Program Entry Assessment Questions for the Head of Household (HoHH). Connecting Communities > Demonstrating Outcomes™

  26. 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services Answer all questions on the Entry Assessment. These fields are important for reporting status at Entry. Sample Header Slide 3 Collaborate. Coordinate. Evaluate. Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue Follow the screen from top to bottom. Connecting Communities > Demonstrating Outcomes™

  27. 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services Follow the screen from top to bottom for each household member. Sample Header Slide 2 Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue Collaborate. Coordinate. Evaluate. Collaborate. Coordinate. Evaluate. If assessment questions appear, work from the top of the page down to the bottom & click the SAVE button. Green checkmarks will appear next to each household member’s name as their assessment questions are answered & saved. When complete, click the SAVE & EXIT button at the top/bottom of the pop-up window. SPv5.6.0 -- ClientPoint Workflow v2012-03-02 Connecting Communities > Demonstrating Outcomes™ Connecting Communities > Demonstrating Outcomes™

  28. Create the Program Entry Worksheet 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services Pay particular attention to the “Housing Status” question. Clients with a Housing Status response of “Stably housed,” “Don’t Know,” or “Refused” are NOT eligible for HPRP Services and will NOT be counted on the HPRP QPR (Quarterly Progress Report). Household members should have the same Housing Status responses. Sample Header Slide 3 Collaborate. Coordinate. Evaluate. Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue Click the “Save & Exit” button to proceed with the HPRP data-entry workflow. Connecting Communities > Demonstrating Outcomes™

  29. Create the Program Entry Worksheet for the HoHH 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services Sample Header Slide 3 Collaborate. Coordinate. Evaluate. Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue The Program Entry Worksheet will be listed on the Entry/Exit tab. Connecting Communities > Demonstrating Outcomes™

  30. Record Case Manager(s) (optional) 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services Sample Header Slide 3 Click the “Case Managers” tab to record a Case Manager assigned to the Client. Collaborate. Coordinate. Evaluate. Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue Click the “Add Case Manager” button, then answer & save the Case Manager identification questions that appear in the pop-up screen. Connecting Communities > Demonstrating Outcomes™

  31. Record Case Plans (optional) 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services Click the “Case Plans” tab to record a Goals & Case Notes for the Client. Sample Header Slide 3 Work from top to bottom through the pop-up screen, to answer questions, record goal & follow-up data, and subsequently record case notes & service transaction records. The Classification & Type picklists are conditional lists that can be configured to meet your data-entry needs. Contact your Administrator for more information. Collaborate. Coordinate. Evaluate. Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue Click Add Goal to continue. Connecting Communities > Demonstrating Outcomes™

  32. Record Case Plans (optional) 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services After saving the Goal, the Case Plans window will expand… Sample Header Slide 3 Collaborate. Coordinate. Evaluate. Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue The Add Service button will take you out of Case Plans to record Service Transactions. Connecting Communities > Demonstrating Outcomes™

  33. Complete Additional Assessments (if needed) 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services Click the “Assessments” tab to record additional Assessment Answers for the Client(s). Sample Header Slide 3 Collaborate. Coordinate. Evaluate. Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue Assessments are sets or groupings of questions. Select an Assessment from the list and enter the data elements required by your provider. Each Provider may have a different set of Assessments available. Note: You may be responsible for more than one. Contact your Administrator for more information. Connecting Communities > Demonstrating Outcomes™

  34. Record Service Transactions 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services Sample Header Slide 3 Click the “Service Transactions” tab to record the Client’s HPRP Services. Collaborate. Coordinate. Evaluate. Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue Click the “Add Multiple Services” button to proceed & record services for the Head of Household (HoHH). Connecting Communities > Demonstrating Outcomes™

  35. Record Service Transactions 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services Checkmark appropriate Household Members to duplicate Service Transactions & save yourself data-entry time. Identify the HPRPProvider that is providing the service to the Client. Select the “Closed” status for completed services. Sample Header Slide 3 Collaborate. Coordinate. Evaluate. Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue Click the “Add Another” button to proceed & complete the Service Transaction record(s). Connecting Communities > Demonstrating Outcomes™

  36. Record Service Transactions 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services The Service Start Date & End Date should reflect the time frame of interaction between the Case Manager & Client(s) pertaining to this Service Transaction. Work your way down the page answering items as you go… Be sure to follow your Administrator’s instructions. Contact your Administrator if you have questions. Sample Header Slide 3 Collaborate. Coordinate. Evaluate. Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue Connecting Communities > Demonstrating Outcomes™

  37. Record Service Transactions 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services Record Service Cost(s) data as instructed by your Administrator. The Unit Type picklist is configurable by Provider. Record the Status as Completed for finished services, and make sure to answer the Outcome question. Contact your Administrator if you have questions. Sample Header Slide 3 Collaborate. Coordinate. Evaluate. Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue Connecting Communities > Demonstrating Outcomes™

  38. Record Service Transactions 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services Service Transactions will appear listed under the “Services” sub-tab, beneath the “Service Transactions” tab. Sample Header Slide 3 Collaborate. Coordinate. Evaluate. Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue Connecting Communities > Demonstrating Outcomes™

  39. Create the Program Exit Worksheet 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services Sample Header Slide 3 Click the “Entry/Exit” tab to access the Client’s Entry/Exit Records. Collaborate. Coordinate. Evaluate. Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue Click the Pencil/Edit icon under the blank Exit Date field to create the Program Exit Worksheet for the Head-of-Household. Connecting Communities > Demonstrating Outcomes™

  40. Create the Program Exit Worksheet 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services The Program Exit Date should reflect the Client(s) was discharged from the HPRP Program. Work your way down the page answering items as you go… Be sure to follow your Administrator’s instructions. This information is applied to the entire Household if all members are selected. Select “Save & Continue” to finish. Sample Header Slide 3 Collaborate. Coordinate. Evaluate. Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue Connecting Communities > Demonstrating Outcomes™

  41. Create the Program Exit Worksheet 2-1-1 / I&RHousingYouth & Family ServicesOlder Adult Services Follow the screen from top to bottom for each household member. Sample Header Slide 3 Collaborate. Coordinate. Evaluate. Your text here Donec arcu risus diam amet sit. Congue tortor cursus risus nisl, luctus augue If assessment questions appear, work from the top of the page down to the bottom & click the SAVE button. Green checkmarks will appear next to each household member’s name as their assessment questions are answered & saved. When complete, click the SAVE & EXIT button at the top/bottom of the pop-up window. Connecting Communities > Demonstrating Outcomes™

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