Managing Provider Profile Information in ResourcePoint Helper Guide

Table of Contents

Reviewing Your ProviderProfile

Updating Your Provider Profile

Additional Training

TheResourcePoint module in ServicePoint provides a database in HMIS that contains information about your Agency and other service providers in your area. Ensuring that all resource information is current is important when other Agencies need to refer clients for services or need to contact you.

ResourcePoint makes it easy to find providers based on their name, location, and services they provideand a description about what they do, who to contact, and where to find them. To make sure this information is always valid, it is important that it be kept up-to-date.

Note that it is critical that the HUD Standards and Bed Unit inventory information is correct. This data is used for the Annual Homeless Assessment Report (AHAR) as well as the HMIS APR. You will see how to review these screens later in this document.

This Helper Guide showsAdministrators how to review and update information about their Agency in ResourcePoint.

Reviewing Your ProviderProfile

This section shows how to review your Provider Profile information to make sure itis correct. If you find that changes are needed, go to section Updating Your Profile Contact Informationfor instructions.

  1. Log into ServicePoint with your Agency Admin username and password.
  2. Click on ResourcePoint in the left margin navigation.

  1. Type in your Provider name in the Search box and click the Search button.
  2. Your Provider Profile shows informationsuch as a description, contact phone numbers and emails, website, hours, location, and a link to view amap.

  1. You can also review the following information on the Profile:
  2. AIRS Standard
  3. HUD Standards
  4. Shelter Information, if applicable
  5. Services, if applicable[[[[to be added]]]]]

If you find changes are needed to these areas of the Profile, open an HMIS Support Ticketfrom the NH-HMIS website at describewhat information needs to be changed.

Updating Your Provider Profile

This section shows how toupdatesome of the information in your Profile. Be aware that, some updates need to be done by the HMIS team. Make sure toalways click the Save button when you are done to save any changes.

  1. Log into ServicePoint with your Agency Admin username and password.
  2. Click the Admin tab in the left navigation.

  1. On the Admin Dashboard, click the Provider Admin button.

  1. Enter your Provider’s name in the Search box, click the Search button, then choose your Provider from thelist.
  2. Click the Provider Profile tab at the bottom of the screen.

  1. Review the description. To make changes, type new text or edit the description. You should not need to make any “official” updates.Click the Save buttonto save changes and return to the Profile.

  1. Click the black triangle to the left of the Location Information tab and review the location details. If needed, click the Add Address button to add a new address.Choose an Address Type from the pulldown list to allow for more than one address for each Provider. Optionally, you can enter more than one type of address for a Provider:
  • Mailingaddress -- is typically the primary address for billing purposes
  • Physicaladdress -- is typically the Provider’sphysical location
  • P.O. Box -- can be used for providers where no physical location can or should be viewed in ResourcePoint (for example, domestic violence housing)

To edit any of the information, click the pencil icon. Click the Save buttonto continue and return to the Profile.

  1. Click the black triangle to the left of the Contact Information tab to review or update contact phone numbers or personnel. To edit any of the current information, click the pencil icon.Click the Add New Number button to add a new phone number. Designate only one contact number as the Primary/Main Telephone Number. All contact information will be displayed in ResourcePointwhere applicable.

NOTE: Hide from Provider Profile will hide this person’s information from the Provider Profile in ResourcePoint.

Designate only one Primary Contactper Provider (this should notbe the “hidden” contact). Check off the Receives Emailbox for contacts who should receive referral or other emails. Click the Save buttonto continue and return to the Profile screen.

  1. Click the black triangle to the left ofthe Additional Information tab to review the website address, hours, intake process, etc. Make changes as necessary. This information shows on the ResourcePointProvider Profile. Click the Save buttonto continue and return to the Profile screen.
  1. When changes are completed, click the Save & Exit button at the bottom of the screen to save those changes and return to the Edit Provider screen.
  2. Skip the Standards Information tab, you should not need to make changes here.
  3. Further down on the page, review theHUD Standards Information and make changes as needed.

NOTE: It is critical that the HUD Standards information is correct as this data is used for the Annual Homeless Assessment Report (AHAR) and the HMIS APR.

  1. For Housing Programs only -- At the bottom of this page, Providers that are shelters need to review the Bed and Unit Inventory. It is critical that the Bed/Unit Inventory is correct as this data is used for the Annual Homeless Assessment Report (AHAR) and the HMIS APR.Click on the pencil to see what the current settings have been set to.

NOTE: Do not make any changes. These settings must match the HIC!Open a Support Ticket at andan HMIS team member will make this change for you.

When done with changes, click the Save & Exit button to save andreturn to the Provider Search screen.

  1. Click the Provider Access tab to review the names of the users who have access, their ID numbers, and the number of ServicePoint licenses. If a user needs to be added or deleted, open a Support Ticketat the HMIS team will do this for you.
  1. Click the Exit button in the middle of the screen when you are done reviewing User information.

Additional Training

To help you learn more about ResourcePoint, training slides and a video can be found on the HMIS website . Click “Training” on the left navigation; there you will find several choices:

  • Under the heading NH-HMIS End-User Training:
  1. ResourcePoint (PowerPoint slides) - shows how to view Provider Profiles
  • Under the heading NH-HMIS Agency Administrator Training there are two files:
  1. Agency Admin Training SP5 (PDF) – slides 14- 27 show how to edit the Provider Profile information
  2. AA Training Provider Admin Resourcepoint related info – step-by-step video that shows how to edit the Provider Profile information

Page 1 of 9Managing ResourcePoint Provider Profile Information 5/2013