Housing-Based Case Manager Training
👤 Clients
![Peter Pan - Enforce Consent v4.0](https://img.simplerousercontent.net/scaled_image/6882539/17eeee96b66f3c4e2b415922b9f140d54f380426/frame_0009-258w-172h-9f.png)
![Peter Pan - Add Client 2021-08-24 22](https://img.simplerousercontent.net/scaled_image/6882554/000f2d2077596b0bb2bacbc2015f926acdc60b6a/frame_0001-260w-161h-1f.png)
![Peter Pan - Add Client - Housing History 2021-08-24 22](https://img.simplerousercontent.net/scaled_image/6882522/bfa9bd2eb2eb951425294e0c79cc3db8c7ba2f00/frame_0001-260w-161h-1f.png)
![Keys In Door](https://img.simplerousercontent.net/scaled_image/6955782/7ad1b1ff2638548b7b105727dcfb0e3c26274722/Keys-In-Door-258w-172h.jpg)
![Keys In Door](https://img.simplerousercontent.net/scaled_image/6955782/7ad1b1ff2638548b7b105727dcfb0e3c26274722/Keys-In-Door-258w-172h.jpg)
![Client Information - Comments 2017 (Samwise)](https://img.simplerousercontent.net/scaled_image/6866962/24b22a69c542a3a404ab2e418fdee045dadb0ab7/frame_0001-260w-146h-1f.png)
📝 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](https://img.simplerousercontent.net/scaled_image/6905800/85d302b57778cdd19e96c1f9311acf8cbad4c45b/frame_0013-260w-146h-13f.png)
👩👧👦 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](https://img.simplerousercontent.net/scaled_image/11134856/c46c5185f3cdb01865ec4deee75110f9a58f77e0/frame_0001-260w-146h-1f.png)
![Update Family Memberships - Wendy Darling 2024-05-31](https://img.simplerousercontent.net/scaled_image/11134864/54f1a523231ad53ca17ca82d1f63ac5790764b3b/frame_0001-260w-146h-1f.png)
🏕️ 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](https://img.simplerousercontent.net/scaled_image/6921200/34bd849f095058d66b5f2385b0af10fa2186afc1/frame_0001-260w-146h-1f.png)
💵 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](https://img.simplerousercontent.net/scaled_image/6885643/a320b2e2b8283cccd83270804d1327cefbd34aae/frame_0001-260w-160h-1f.png)
![Robin-Hood-Expenses 2022-04-08 v59](https://img.simplerousercontent.net/scaled_image/6885635/e3d7dcbc1588a6bb342787ac1840797ea8df86c5/frame_0001-260w-160h-1f.png)
![Robin-Hood-Debts 2022-04-08 v59](https://img.simplerousercontent.net/scaled_image/6885625/f5142ae2b58e94a5aa5df7b5cfa81aa9eaa7b5ee/frame_0001-260w-160h-1f.png)
![Robin-Hood-Assets 2022-04-08 v59](https://img.simplerousercontent.net/scaled_image/6885617/c6b6478fbaa82ae47fea76e5cb3467c3642ae015/frame_0001-260w-160h-1f.png)
🗃️ Documents
![Samwise - Identification](https://img.simplerousercontent.net/scaled_image/6877693/3696614c4a79f12b06a894e4e52d9b0c81056463/frame_0001-260w-146h-1f.png)
![Keys In Door](https://img.simplerousercontent.net/scaled_image/6955782/7ad1b1ff2638548b7b105727dcfb0e3c26274722/Keys-In-Door-258w-172h.jpg)
🤹♀️ Miscellaneous Client Information
![Peter Pan - Contributing Factors v59 2022-10-26](https://img.simplerousercontent.net/scaled_image/6887944/49c1909661c10e04bfb691d5045680e4d31105b3/frame_0001-260w-162h-1f.png)
![Peter Pan - Identifying Watch Concern v59 2022-10-26](https://img.simplerousercontent.net/scaled_image/6887952/1a1edae6aad199d9d829b8f9f60b89dd63575cbf/frame_0001-260w-160h-1f.png)
![Peter-Pan-Watch-Concern 2022-04-08 22](https://img.simplerousercontent.net/scaled_image/6955791/c1b1f19087e17f7ed1ae7b9101f4cde1fede3d8b/frame_0001-260w-162h-1f.png)
🌡️SPDAT & VAT
The Service Prioritization Decision Assistance Tool (SPDAT) was developed as an assessment tool for frontline workers at agencies that work with homeless clients to prioritize which of those clients should receive assistance first.
The Vulnerability Assessment Tool (VAT), developed at the Downtown Emergency Service Center (DESC) in Seattle, Washington, provides a structured way of measuring an individual's vulnerability to continued instability.
![Van Helsing - Spdat 2022-04-08 22](https://img.simplerousercontent.net/scaled_image/6955817/bc638dc2bb74492c697cc80fec74e778187e6251/frame_0001-260w-142h-1f.png)
🧙♂️ 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.
![Robin Hood - Understand Case Management And Add Case 2022-05-03 22](https://img.simplerousercontent.net/scaled_image/6926775/92b888b2869c82091f904cf45fdbfe85f6ba33da/frame_0001-260w-158h-1f.png)
![Robin Hood - Case Session 59 2022-05-03 22](https://img.simplerousercontent.net/scaled_image/6926810/e18d09df636391c6e31917097154588c98aa794a/frame_0001-260w-158h-1f.png)
![Robin Hood - Case Document](https://img.simplerousercontent.net/scaled_image/6877768/45180f8d1908ce6aa3f126530c207bbad4f41239/frame_0001-260w-163h-1f.png)
![Robin Hood - Case Comments](https://img.simplerousercontent.net/scaled_image/6877767/6e247ef1c974dc293d46259ac04d55bc8253bb61/frame_0001-260w-163h-1f.png)
![Robin Hood - Close Case](https://img.simplerousercontent.net/scaled_image/6877758/abaaafa34373c8e5ebaa7c57f5b6027fb9f5347d/frame_0001-260w-163h-1f.png)
🏠 Housing Placements
The Housing Placement module covers a client's housing search process from the time they are assigned to a case manager through to the time that they are housed and no longer requiring supports.
![Housing Placement Module Overview 2024-05-27](https://img.simplerousercontent.net/scaled_image/11086354/5b74bf388cee451bd146262422f7f35f351f2ff0/frame_0001-260w-146h-1f.png)
![Frankenstein - Add Housing Placement 57 2022-05-03 22](https://img.simplerousercontent.net/scaled_image/6955842/c5216628a53f810553ad0091f98d04638fe497bf/frame_0001-260w-142h-1f.png)
![Frankenstein - Housing Placement Attempt 2022-05-03 22](https://img.simplerousercontent.net/scaled_image/6955858/c865eaea347a8adba9e45c734bae030a8c4c101a/frame_0001-260w-142h-1f.png)
![Frankenstein - Housing Placement Add And Secure 57 2022-05-03 22](https://img.simplerousercontent.net/scaled_image/6955834/9897b08f2269361b028c6d6c1f8a9f0022af3520/frame_0001-260w-142h-1f.png)
![Frankenstein - Housing Placement Move In 2022-05-03 22](https://img.simplerousercontent.net/scaled_image/6955850/67f377fb19de9812f523e5da3f95af1b0e4fe959/frame_0001-260w-142h-1f.png)
![How-To-Upload-A-Document-To-A-Housing-Placement 2022-05-03 22](https://img.simplerousercontent.net/scaled_image/6955882/b9b3e21c53583cfc186c311b62db50106f374f2b/frame_0001-260w-142h-1f.png)
![Frankenstein - Housing Placement Subsidy 2022-05-03 22](https://img.simplerousercontent.net/scaled_image/6955866/13d0c2b99ceb47d615e8d0b3ba1b91ecd15d3132/frame_0001-260w-142h-1f.png)
![Frankenstein - Housing Placement Follow-Up 57 2022-05-03 22](https://img.simplerousercontent.net/scaled_image/6955874/e76b075c1e8ed7c4091073edab57a86014e45ce8/frame_0001-260w-142h-1f.png)
🧦 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](https://img.simplerousercontent.net/scaled_image/6883314/ee64e90de0caf7990490c706a0490b6f83cf675e/frame_0001-260w-162h-1f.png)
![Peter Pan - Express Good 2021-08-24 v4.0](https://us.simplerousercontent.net/uploads/asset/file/6882562/gif_0002.gif)
⛔ 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-Identifying-A-Service-Restriction 2022-04-07 22](https://img.simplerousercontent.net/scaled_image/6885543/cf2517b88fc0b1c178c4baa52a70e651bab2c457/frame_0001-260w-160h-1f.png)
🏁 End of Course
![Keys In Door](https://img.simplerousercontent.net/scaled_image/6955782/7ad1b1ff2638548b7b105727dcfb0e3c26274722/Keys-In-Door-258w-172h.jpg)