The service functionality can be used to easily track what services a client has received from your program over time. This article will show you:
- How to view what services your client has received.
- How to add a service.
- How to add multiple services at a time.
How To View What Services Your Client Has Received:
1. Open the Client's profile.
2. Click Service Transactions tab.
3. Click View Entire Service History.
4. Click on the Services tab. You will see a list of all the services that have been provided to date.
How To Add A Service:
Prior to data entry, ensure you EDA correctly.
If you are entering services provided prior to the day you are entering data for, use the Backdate Tool.
There are multiple ways to enter a service into HMIS ServicePoint:
- Outreach programs may select services from the Summary Tab
- All other programs will select services from the Service Transactions Tab
1. Navigate to Service Transactions Tab
a. Press 'Add Service'
Note: Do NOT use 'Add Multiple Services' since custom provider fields will be unavailable.
2. Under the 'Add Service' Tab (a sub-tab of the Service Transactions Tab):
Family Programs Only: if service is applicable to whole household, select checkbox next to correct Household ID.
a. Ensure correct Service Provider
b. Indicate Start Date/time of service
c. Indicate End Date/time of service
d. Service Type:
*This field is custom to each program
**Select the category that best represents the service
***DO NOT use the 'Look Up' button. Please contact the HMIS Team if a service is missing form the dropdown menu.
e. If applicable, indicate Provider Specific Service
*This field is custom to each program
**Select the category that best represents the service
***This field is not conditional based on Service Type. Please ensure the Service Type category is reflective of the Provider Specific Service.
f. Click 'Save & Continue.
3. If applicable, add Service Notes (this will be visible to all agencies so handle with care and discretion)
4. If applicable, complete the Custom Provider-specific questions
5. Scroll to bottom of the screen skipping the following sections:
a. Service Costs
b. Funding Source
c. Support Documentation
d. Follow Up Information
6. Under Need Information, update
a. Need Status - set to 'Closed'
b. Outcome of Need - to full met
7. Press Save & Exit
8. If additional services are required, repeat steps 1 through 7 as needed.