Course Summary

Prevention Worker Training

This course provides standard training for staff equipped with the Quick Start Prevention Worker rights template developed by ACRE Consulting. In 2.5 hours of content, it covers: adding clients, consent, families, and other client information; housing loss prevention; providing goods and services; the VI-SPDAT assessment; turnaways, incidents, 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
Get consent before you add a client file
Peter Pan - Add Client 2021-08-24 22
How to create a client file
Peter Pan - Add Client - Housing History 2021-08-24 22
How to record a client's current or most recent place of residence
Howtoindicatethataclientisdeceased 2022-10-31
How to indicate that a client is deceased
Peter Pan - Contact Information 2021-08-24 22
How to record a client's contact information

📝 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
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. 

Samwise  Family 2017 2022-06-30
How to group clients into families

🏕️ Housing History

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

Little Pig - Prevention - Housing History 2022-08-11 22
How to record a client's housing situation

💵 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
How to record a client's source of income
Robin-Hood-Expenses 2022-04-08 v59
How to record a client's expenses
Robin-Hood-Debts 2022-04-08 v59
How to record a client's debts or arrears
Robin-Hood-Assets 2022-04-08 v59
How to record a client's financial assets

🗃️ Documents

Samwise - Identification
How to keep a record of a client's identification
Samwise - Documents 2017
How to upload a document to a client file

🤹‍♀️ Miscellaneous Client Information

Peter Pan - Contributing Factors v59 2022-10-26
How to add a barrier to housing
Peter Pan - Identifying Watch Concern v59 2022-10-26
How to identify a client with a watch concern

☔ 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
Understanding housing loss prevention
Little Pig - Add Housing Loss Prevention
How to add a housing loss prevention record
Little Pig - Housing Loss Prevention Subsidies 2022-08-11 22
How to issue a payment to prevent housing loss
Little Pig - Housing Loss Prevention Documents
How to add a document to a housing loss prevention record
Little Pig - Housing Loss Prevention Follow Ups 2022-08-11 22
How to follow up and close a housing loss prevention record

🧦 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.

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Understanding goods & services
Peter-Pan-Express-Service 2022-04-07 22
How to record that you provided a client with a quick service
Peter Pan - Express Good 2021-08-24 v4.0
How to record that you provided a client with some goods


The VI-SPDAT helps identify who should be recommended for each housing and support intervention, moving the discussion from simply who is eligible for a service intervention to who is eligible and in greatest need of that intervention. While the SPDAT is an assessment tool, the VI-SPDAT is a survey that anyone could complete, to help prioritize clients.

Peter Pan - Vi-Spdat Youth 2021-12-06 22
How to complete a VI-SPDAT assessment

⛔ 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
Understanding service restrictions
Robin Hood - Add Service Restriction v4.0
How to add a service restriction
Robin Hood - Lift Service Restriction
How to lift a service restriction early
Robin-Hood-Identifying-A-Service-Restriction 2022-04-07 22
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
Understanding turnaways
Robin-Hood-Add-Turn-Away 2022-04-07 22
How to record a turnaway

🚒 Incidents

The Incidents module is used to record incidents involving clients, other people and/or staff. Incidents refer to a specific, non-ongoing event.

Robin-Hood-About-Incidents 2022-04-05 22
Understanding incidents
Robin-Hood-Add-An-Incident 2022-04-05 22
How to record a reportable incident