Non-Residential Case Manager Training

This course provides standard training for staff who provide case management in a non-shelter, non-housing setting. In 3 hours of content, it covers: adding clients, consent, families, and other client information; case management; providing goods, services, and group activities; the VI-SPDAT, SPDAT, and VAT assessments; 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

Case Manager 1
How to record a client's contact information

Client Information - Comments 2017 (Samwise)
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
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
How to group clients into families

Update Family Memberships - Wendy Darling 2024-05-31
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.

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

🗃️ Documents

Samwise - Identification
How to keep a record of a client's identification

🤹‍♀️ 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

🧙‍♂️ 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
Understanding case management in HIFIS 4

Robin Hood - Case Session 59 2022-05-03 22
How to record a session with a client

Robin Hood - Case Document
How to upload a document to a case file

Robin Hood - Case Comments
How to record case notes

Robin Hood - Close Case
How to close a case file

🧦 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
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

👥 Group Activities

The Group Activity module allows users to record group activities conducted at the service provider, such as a hot meal or support group. A client does not need to be booked into a shelter to attend a group activity.

Understanding-Group-Activities 2022-04-07 22
Understanding group activities

Group Activity - Add 59 2022-04-07 22
How to add a group activity

Group Activity - Attendees 59 2022-04-07 22
How to track which clients attended a group activity

Group Activity - Demographics 59 2022-04-07 22
How to record aggregated, non-identifying information about anonymous attendees

Group Activity - Notes 59 2022-04-07 22
How to add notes to a group activity

Group Activity - Staff And Organizers 59 2022-04-07 22
How to add staff and organizers to a group activity

Group Activity - Replicate 59 2022-04-07 22
How to run a group activity multiple times


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

Van Helsing - Spdat 2022-04-08 22
How to complete a SPDAT (or VAT) assessment

🚒 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

Case Manager 1
How to record a reportable incident

⛔ 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

🏁 End of Course

Case Manager 1
Reaching Home reporting requirements