To add service transactions to clients who are checked in through ShelterPoint, navigate to your unit list and click on the client name. If there are multiple household members, then click on the head of household’s name.
Once the Unit Stay Entry Data dialog box has opened, click on the Service Transactions tab and then the Services tab. To create a new service transaction, click Add Service.
You may see a warning box pop-up at this point. It is just warning you that you are about to navigate to the Service Transactions section of ClientPoint. Click Ok.
You are now in ClientPoint, on the Service Transactions tab. If there are additional household members also receiving the service, remember to check their boxes and include them with the primary client.
Change the Service Provider to the name of your provider (e.g. OMC – Provider SHELTERPOINT test (1234)) and select a Start Date, End Date, and Service Type.
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