Whenever adding a new client into ServicePoint, you must first search the database for matching clients to avoid duplicate counts in the system. How to search for an existing client record.

 

  1. Click the ClientPoint tab on the navigation toolbar. 
  2. Conduct Search as per Searching client.
    1. If, after conducting a thorough less-is-more search, no matches are found, then you can enter a new client.
  3. Once the Search Results are populated and reviewed, scroll back up to the top section titled Client Search and select the button at the bottom of the section Add New Client With This Information


  1. Enter as much additional information as you have available. (2) First Name, Last Name, Gender, and Date of Birth are important because these are the elements that comprise the client's unique id.

 

                Note:      A unique id is assigned to each client to help prevent client duplication in the HMIS ServicePoint database.

 

4.   Once you have completed this information, click Add Client with this Information. (3) A warning window appears. (See Figure 1-11)

 

  

  1. Click OK to continue. The screen will refresh and display the client's new Profile screen. This client is now in the ServicePoint database. The information you entered to create the client record is displayed on the Client Profile tab under Client Record and Client Demographics. Continue entering data following the Golden Rule of Data Entry (link to document). 

                Note:      Do not attempt to enter data under the Summary tab. This tab functions exactly as named – it provides a                                     summary of all data entered on other tabs.  Always follow the Golden Rule.