1. Do not use the forward or back buttons at the top of your internet browser! Use the software tabs!


2. Click the save button before moving on to another section.   


3. After saving, wait for the page to refresh before continuing with data entry (this may take several seconds).


4. Click on the exit button to close a pop-up window.


5. Click on the pencil icon to change or add information.


6. Click on the red symbol to delete an entry.


7. Dates are formatted: MM/DD/YEAR


8. Click on the calendar button to select a specific date.


9. Click on the circular blue arrow button to clear the date.

10. Click on the calendar button with the green check mark to select today’s date.

11. Always check dates. Boxes are frequently preset to the current date, which may be incorrect.


12. The colored bar next to a data element indicates the age of the data. New data is green. The bar gradually changes to orange as data becomes closer to a year old. Use this bar to help identify whether assessments have been backdated correctly—if the bar is green but the client entered the program several months ago, the information may not have been entered in backdate mode.

13. Remember that your ServicePoint session will expire after 15 minutes of inactivity.  Save often and always log off if you step away from your computer.