Creating or Deleting a Service Transaction

Creating a Service:

Before creating or editing Service Transaction information in a client's record, you must select the correct provider to Enter Data As. Your selection will affect who can see the data you enter, and how it shows up in your project's HMIS reports.

1. Click on "Enter Data As" in the top right corner, and select the correct provider for which you are entering data: 
2. Open the client’s record in ClientPoint. If there is a Household, you should always create the Service in the Head of Household's record!
3. When prompted, select Use Current System Date.
4. In the client’s record, click on the Service Transactions tab, then choose Add Service:
   
5. In the Household Members section, click the box next to each household member who received the Service:
6. Fill out the following service fields:
   Service Provider: The provider that delivered the service should be listed here. If it is not, return to Step 1 and select the correct provider to “enter data as.”
   Start Date: The date the service was provided.
   End Date: The date the service stopped being provided. For many services, this will be the same date as the Start Date.
   Service Type: Select the service that was provided from the drop-down menu.
   Provider Specific Service: Skip this field
7. Select Save & Continue when you are finished. A new screen will load with optional fields. 
   ***If your funder requires it, complete the field(s) below that are applicable to the service provided, such as Funding Source:

8. Click on Save & Exit to when you are finished. The service will now appear in the Services and Entire Service History tabs:
   

Deleting a Service:

On the Entire Service History tab view, a Service is connected to a Need. When you create a Service Transaction, the system automatically creates a complimentary Need as well:

If you ever need to delete a Service, you should also make sure the accompanying Need goes away as well. Due to how our current HMIS software is designed, when you delete a Need, the connected Service will automatically be deleted. However, if you delete the Service first, you will then need to manually delete the Need separately!

1. In a client record, click on the Service Transactions tab, and select the Entire Service History view:
2. Find the Service and Need duo that you wish to delete. Confirm the correct information is displayed: Date, Provider, Type, etc. - so that you don't accidentally delete the wrong row.
3. Then click the trash can icon to the left of the Need:
4. A pop-up will appear, confirming that you want to delete the Need and attached Service:*You may see a pop-up that states you cannot delete the Need as there are active Fund Requests. If this occurs, you will first need to enter the Need and void the monetary fund request before you can continue. 
5. Click to Delete. 
6. Back on the Entire Service History tab, both the Service and Need should now be gone.