Outreach ICM Training (Interim)

This course provides standard training for outreach staff who do deliver professional, intensive case management. In 2.5 hours of content, it covers: adding clients, consent, families, and other client information; case management; the VI-SPDAT, SPDAT, and VAT assessments; providing goods and services; and outreach mapping.

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👋 Introduction

❗ Interim Training

👤 Clients

The Client – Vitals page is the landing page when accessing a client’s profile. From this page, you can view or edit the client’s vitals - the basic information about a client that is required when creating a Client record, add a comment about the Client’s file and access all information and activities linked to the client record.

When accessing activities linked directly to the client, two menus will always be available: Client Information and Client Management. The Client Information menu is where detailed information about the client can be entered whereas the Client Management menu allows direct access to the HIFIS modules where you can track the activities done with a client.

8:11

Get consent before you add a client file

6:44

How to create a client file

Peter Pan - Add Client - Housing History 2021-08-24 22

3:21

How to record a client's current or most recent place of residence

1:43

How to track a client's appearance

How to upload a photograph of a client

How to record a client's contact information

Client Information - Comments 2017 (Samwise)

1:07

How to record general notes about a client

How to indicate that a client is deceased

📝 Consent

The Consent module is used to record any consent given or denied by the client related to service provider services. You can indicate if the consent was given, at which date and even attach signed documents.

9:46

How to modify a client's consent record or add a new one

👩‍👧‍👦 Families

The Family module is used to keep track of a client’s family members and the role each member has in the family. Family roles include dependant, family head and partner. When a client is linked to a family, they can be managed as a family unit for certain activities, such as book ins.

Create A New Family - Wendy Darling 2024-05-31

7:28

How to group clients into families

Update Family Memberships - Wendy Darling 2024-05-31

2:12

How to update family membership

🏕️ Housing History

The Housing History module is used to keep track of the client’s past and present housing situation.

11:14

How to record a client's current and recent housing situations

🤹‍♀️ Miscellaneous Client Information

Peter Pan - Contributing Factors v59 2022-10-26

3:41

How to add a barrier to housing

Peter Pan - Identifying Watch Concern v59 2022-10-26

1:11

How to identify a client with a watch concern

🧦 Goods & Services

Goods & Services offer ways for staff to record that they provided clients with tangible Goods or helpful Services that are not connected to an overall case plan.

Outreach - Express Services (Robin Hood)

5:50

How to record that you provided a client with services out in the field

7:30

How to record that you provided a client with some goods

🗺️ Outreach Mapping

The Outreach Map allows you to view the locations of services you've provided in the field.

2:19

How to visualize where services have been provided to clients

00:00

Ali Ryder from ACRE Consulting explains how to use the Outreach service mapping feature in HIFIS. The map view allows you to see the location, the geographic location that you have recorded for all of the services.

🧙‍♂️ Case Management

The Case Management module allows the service provider to keep records of the activities done with a client to reach pre-determined goals. Each goal (desired outcome) that a caseworker and client work towards is a separate record in the Case Management module. For example, if a client has a mental health issue they would like to work on and would also like to find employment, two Case Management records would be created for the client.