Universal Content: ClientPoint Data Entry Guides

Households Tab: Understanding the Households Tab
Structure of Households Tab The Household Tab is comprised of 2 sections: The Current Household Identified by the Household ID and the Household Type...
Wed, 5 Mar, 2025 at 9:44 AM
Households Tab: Create a New Household In HMIS
Completion of data on the Households tab is the second step in adhering to the Golden Rule of Data Entry in HMIS.   NOTE: The Households tab is ONLY for...
Wed, 5 Mar, 2025 at 9:35 AM
Households Tab: Manage Household
Ensure the Client Profile Tab is complete prior to completing the Households Tab. Ensure there is only ONE current household. Manage Household Sinc...
Wed, 5 Mar, 2025 at 9:45 AM
Households Tab: Change a Head of Household
The Government of Alberta mandates only the Head of Household needs to be assessed. Since families are diverse and dynamics shift often, the Head of Househo...
Wed, 5 Mar, 2025 at 9:42 AM
Entry/Exit Tab: Create A Client Entry into Program
To record a client’s participation in your program, click on the Entry/Exit tab. This step can also be referred to as intake, enrollment, participation, ...
Wed, 5 Mar, 2025 at 9:37 AM
Entry/Exit Tab: Exit Reason Definitions
Please reference this list of Exit Reasons when providing a client an exit under the Entry/Exit Tab.   Definition   Death  Th...
Wed, 5 Mar, 2025 at 11:06 AM
Entry/Exit Tab: Exit Destinations
Please reference this list of Exit Destinations when providing a client an exit under the Entry/Exit Tab.    Definition   Examples (...
Wed, 5 Mar, 2025 at 11:05 AM
Case Plans Tab: Add A Goal (Case Note Folder)
Use Goals, Action Steps and Case Notes as a tool to plan self-sufficiency and track outcomes.   1.    To create a goal or case note folder to a case pla...
Wed, 5 Mar, 2025 at 9:39 AM
Case Plans Tab: Edit A Goal
Once a goal has been added for the client, you can edit, update, or follow up on any part of that goal.   1.   From the open client record, click the Case...
Wed, 5 Mar, 2025 at 9:40 AM
Case Plans Tab: Add a Daily Case Note
Once you have successfully created a Goal or Case Note Folder on a client's record, you can add daily case notes to the Goal.  See Article: How To A...
Wed, 5 Mar, 2025 at 9:41 AM