Features of Community Point
HomePage/Dashboard Features
1. Name of user - From here you can update your email, contact phone number, and even reset your password. (top right blue ribbon)
2. Enter Data As (EDA) - choose the project the client information will be entered into (white ribbon in the right corner)
3. Back Date - changes the system date from the current date to the date the client information was collected (white ribbon in the right corner)
4. Connect to Business Objects - this is an exteran reporting tool that has reports.
5. Last Viewed - will show a list of up to 10 clients that have been search for. Once you log out of Community Point this list resets.
6. Favorites - when you have a client record open, click the gold star and it will add this client to the Favorites list. This list can be rearrainged and clients can be removed from the list at any time by clicking on Edit Favorites.
7. Clients - this is for searching and creating client records.
8. Resources - do not use this
9. $ Fund Manager - is a case management tool to help case managers know what level of funding is available at any point in time for a project. Your agency may or may not use this feature.
10. Shelters - this is used for Emergency Shelters to assign a client name to a bed so there is an updated list of clients staying in the shelter. Your agency may or may not use this feature.
11. Activities - this feature allows the for recording attendance to classes and volunteer hours for the agency. Your agency may or may not use this feature.
12. Reports - These reports are used to check data quality and report numbers of clients served by the project. There are specifc funder reports also.
13. Admin - this is used by Agency Admins for your agency
14. Logout - you can use this to close Community Services or you can close your browser.
15. System News - this is where notices are posted when there are changes or updates to the system. All Community Point users can view these notices.
16. Agency News - an Agency Admin can use this to posts notices for the agency users only.
17. Follow Up List- this is a way to set reminders for you to follow up with a client. Follow up can be set from a Service or a Referral. The client ID shows and if you hover over the number the client name will appear. A count down of when the reminder was "due" will appear and change as the time goes by. To remove a reminder, click on the work Service or Referral and it will tak you to where the Follow Up was set. Indicate if Follow Up was made and the outcome. This action will remove the reminder from the Follow Up list.
18. Counts Reports - this allows a user to load up to 4 differnt reports that will automatically update when the user opens Community Point.
