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.

For users of HIFIS 4.0.60 or higher.

👋 Introduction

👤 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

Add Client (Riding Hood) v60
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

Samwise - Physical Appearance 2017
How to track a client's appearance

Peter Pan - Profile Picture 2021-08-24 22
How to upload a photograph of a client

How to record a client's contact information

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

Howtoindicatethataclientisdeceased 2022-10-31
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. 

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

🤹‍♀️ 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

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

Express Goods - Outreach (Robin Hood)
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.

🧙‍♂️ 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


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

⛔ 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
How to identify when a client has been restricted from accessing services