HMIS Help Desk

HomeCOVID-19Client-Level COVID-19 DataScreening Tool and Workflow

2.1. Screening Tool and Workflow

You can find the Coronavirus Vaccination Questions and Symptom Screening Tool on the Forms page of the HMIS website.

Workflow video: https://youtu.be/HS5vJv2IpDE

1. Login
  a. In your web browser go to https://sp5.servicept.com/odod
  b. Enter username and password.
  c. Click Enter Data As and pick the Access Point (AP) provider for your agency.
  d. Check System & Agency News (Home Page Dashboard) for important updates.
2. Create Client Profile / Household
  a. Click ClientPoint in the left sidebar.
  b. Search for the head of household in the database. If no one matches, add in the Name Data Quality, SSN, SSN Data Quality, and Veteran Status, and click Add Client With This Information. If there is a match, select (🖉) the client. if this is a household create a household and add all household members.
  c. Write Client ID(s) on form.
3. ROI
  a. Click Add ROI in the ROI dashlet.
  b. Release Granted = "Yes"
  c. Start Date should be the same as the date of first official contact with client(s) where data was collected and consent was given. End Date should be set to a year out from the Start Date. 
  d. Set the Documentation to "Signed Statement from Client" or "Verbal Consent." Click Save Release of Information.
4. Fill in the COVID-19 related assessment responses
  a. From the Summary Tab scroll down to the COVID-19 assessment section and fill in the responses based on the answers received from the Coronavirus (COVID-19) Screening Tool.
  b. Click Save at the bottom.
  c. If there are multiple people in the household click the next name in the Household box at the top of the Summary.
  d. Repeat steps 4a through 4c for all persons in the household.
  e. Click Save & Exit to save the Assessment or continue the Coordinated Entry process by entering a VI-SPDAT and/or creating referrals if needed.
5. Updating the COVID-19 assessment responses after follow-up screenings (via AP)
  a. Click Enter Data As and pick the Access Point (AP) provider for your agency.
  b. Click ClientPoint in the left sidebar.
  c. Enter the Client ID if single client, or the Head of Household's Client ID if family, and click Submit.
  d. Repeat steps 4a through 4d and update any responses for each client with changes since the last screening.
  e. Click Save & Exit when finished.
alternate method
5. Updating the COVID-19 assessment responses after follow-up screenings (via Interim Review)
  a. Click Enter Data As and pick the ES, TH, or Outreach project where client or household has a project Entry.
  b. Click ClientPoint in the left sidebar.
  c. Enter the Client ID if single client, or the Head of Household's Client ID if family, and click Submit.
  d. Click the Entry/Exit Tab along the top.
  e. Click the Interims (🗎) icon.
  f. Click Add Interim Review.
  g. Set the Interim Review Type as 'Update' and the Review Date to the date the new assessment. Click Save & Continue.
  h. Starting with the first name in the Household Members list, update the 'COVID-19 Assessment Date' and any other COVID-19 related questions that have changed since the last assessment.
  i. Click Save at the bottom and switch to the next household member and update their record accordingly. Repeat for each household member with changes.
  j. Click Save & Exit when finished.

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