HIFIS Masterclass: Client Files
Become a master of client files with the HIFIS Masterclass: Client Files! This in-depth course covers:
Clients, a building block of HIFIS
Consent and related settings and configuration
Access to client files
Client status and inactivity
Housing status
Coordinated access
Client information
The HIFIS Masterclass: Client Files is available at different Tiers, depending on your needs:
Tier 1: Self-Directed | Tier 2: Live Coaching | Tier 3: One-Day Intensive |
Includes:
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HIFIS Administration Masterclass
The HIFIS Administration Masterclass is for community HIFIS administrators who want to go beyond a surface-level understanding of the software and truly learn the ins and outs of HIFIS. It is ideal for:
Newly hired HIFIS administrators who need to be brought up to speed, fast, and
Experienced HIFIS administrators who feel that their community’s HIFIS use could be improved.
In the HIFIS Administration Masterclass, we provide you with the following elements:
Training on HIFIS screens, buttons, fields, and how the modules work;
Tips and tricks to make the software truly work for your community;
A mix of written materials and instructional videos;
Interactive tours built right into HIFIS itself, and a login to our own private HIFIS site;
Tools designed to help you get the lay of the land of your own local configuration; and,
Live seminars and coaching (Tiers 2 and 3 only).
The HIFIS Administration Masterclass can be purchased as a bundle which includes the following courses:
Course Introduction
Clients
Clients are what HIFIS refers to as service recipients. Any person you provide assistance to at your service provider is called a Client in HIFIS. Pulling up a client file will allow you to access information about them, ranging from their contact information to the services they've received.
Consent
Consent is the real fundamental building block to protecting our clients' privacy: do we enter a client into HIFIS at all? Have they given us permission to collect any information about them?
Accessing Client Files in HIFIS 4
In this section, we're focusing on controlling who has access to a given client file at all.
Client Activity and Inactivity
Clients are considered Active when they have recently interacted with your service delivery system, and Inactive when they haven’t had a recent interaction. This helps us to understand which clients are currently homeless.
Housing Status
A client’s Housing Status tells us whether they are currently housed, homeless, or something else. It’s one of the most important data elements we have about clients.
By-Name Lists & Coordinated Access
By combining the elements already covered in this class, we can arrive at our By-Name List: a list of clients who are actively experiencing homelessness and consenting to participate in coordinated access.
Client Information
In this section, we're going to cover personal information, which is the sort of information we might be asking our clients for on an intake form.
