Shelter Diversion/Motel Stays Training

This course provides training for staff in Nova Scotia and PEI whose primary role is to provide shelter diversion to clients, such as under the SDS program. In under 3 hours of content, it covers: adding clients, consent, families, and other client information; the diversion module; shelter operations; providing goods and services; the housing loss prevention module; turnaways, and service restrictions.

👤 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.
Peter Pan - Enforce Consent v4.0
8:11
Get consent before you add a client file

Peter Pan - Add Client 2021-08-24 22
4:55
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

Diversion
How to indicate that a client is deceased

Diversion
How to record a client's contact information

Client Information - Comments 2017 (Samwise)
1:07
How to record general notes about a client

📝 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. 

Howtomodifyaclientsconsentrecordoraddanewone 2022-10-31
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

Contacts - Robin Hood 2024-05-30
3:22
How to record a client's support network

🏕️ Housing History

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

Robin Hood - Housing History 2019
11:14
How to record a client's current and recent housing situations

💵 Financial Profile

The Financial Profile module allows users to help clients manage their finances by tracking their income, expenses, assets and debts. Once values are added, visual representations of the client’s financial profile will appear.

Robin-Hood-Income 2022-08-10 v59
5:43
How to record a client's source of income

Robin-Hood-Expenses 2022-04-08 v59
4:27
How to record a client's expenses

Robin-Hood-Debts 2022-04-08 v59
2:36
How to record a client's debts

🤹‍♀️ 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


🛌 Admissions

The Admissions module encompasses the Stays, Reservations and Bed Availability features. The Stays feature allows users to see who is currently booked into their service provider, as well as book clients or families in and out.

Bed Availability 2021-04-14 22
6:02
How to check availability at other shelters

Book Ins And Outs 2021-04-14 22
24:18
How to book clients in and out

🧦 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.

Peter-Pan-Goods-Amp-Services-List 2022-04-07 22
4:44
Understanding goods & services

Peter-Pan-Express-Service 2022-04-07 22
3:30
How to record that you provided a client with a quick service

Peter Pan - Express Good 2021-08-24 v4.0
3:36
How to record that you provided a client with some goods

☔ Housing Loss Prevention

The Housing Loss Prevention module allows a case manager to issue housing subsidies and follow-up with the client.

Understanding Housing Loss Prevention 2022-08-11 22
3:31
Understanding housing loss prevention

Little Pig - Add Housing Loss Prevention
5:01
How to add a housing loss prevention record

Little Pig - Housing Loss Prevention Subsidies 2022-08-11 22
5:38
How to issue a payment to prevent housing loss

Little Pig - Housing Loss Prevention Documents
3:57
How to add a document to a housing loss prevention record

Little Pig - Housing Loss Prevention Follow Ups 2022-08-11 22
7:53
How to follow up and close a housing loss prevention record

⛔ Service Restrictions

The Service Restrictions module records services that a client is restricted from, which service providers have restricted them and for how long. It also records the reason why the services were restricted. Clients can be restricted from the following modules: Stays, Food Banks and Goods and Services. When a client is restricted from service, a Client Alert appears under their profile.

Robin-Hood-About-Service-Restrictions 2022-04-07 22
2:59
Understanding service restrictions

Robin Hood - Add Service Restriction v4.0
7:17
How to add a service restriction

Robin Hood - Lift Service Restriction
1:20
How to lift a service restriction early

Robin-Hood-Identifying-A-Service-Restriction 2022-04-07 22
4:02
How to identify when a client has been restricted from accessing services

↩️ Turnaways

The Turn Aways module is used to record when a client is denied service and the reasons why they were denied.

Robin-Hood-Understanding-Turn-Aways-2 2022-04-07 22
3:23
Understanding turnaways

Robin-Hood-Add-Turn-Away 2022-04-07 22
5:26
How to record a turnaway

Anonymous Turnaways
2:40
How to record an anonymous turnaway

🏁 End of Course

Diversion
Reaching Home reporting requirements