Training Videos

All new ServicePoint users are required to watch this training video within 14 days of receiving their WellSky license.

Required New User Training
Introduction to ServicePoint

Complete the survey at the end of each video.  
The survey is located in the YouTube Description Box.






Other Helpful Videos

Creating or Updating Client Information
Creating a new client record​
Correcting a client's personal information

Client Enrollments
Rapid Re-Housing Workflow in ServicePoint
PATH Project Data Entry
Open an Entry/Exit
Close or Exit an Entry/Exit
Family Member Leaves-Exits Household
ShelterPoint Household Enrollment
Deleting a ShelterPoint Entry
Creating an Interim Review

Service Transactions
Editing a Service Transaction with Funds Request
Voiding a Funds Request
Delete a Service Transaction

Assessments
Looking up Data History
What is the Entry Type?


COVID-19 (Coronavirus) -

The latest updates and information (también en español)

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