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iImplementation
Implementation Masterclass
tTerm 1: Planning
tTerm 2: Staff & Rights
tTerm 3: Fine-Tuning
tTerm 4: Launch
aAdministration
aAdministration Masterclass
bBasic HIFIS Configuration
cClient Files
sService Modules
hHIFIS Management
aAdvanced HIFIS Use
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Client Stays and Durations - Sample Output
Client Stays and Durations
🛏️Shelter📍Waterloo Region📈Crystal Report

This report lists all clients currently booked in to selected Service Providers, and, for each client, lists their current stay duration, their total number of accumulated bed nights since a specified date, and the number of shelter book-ins since the specified date. 

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Daily Active Client Report - Sample Output_Page_1
Daily Active Client Report
🛏️Shelter📍Waterloo Region📈Crystal Report

This report includes all Stays, belonging to the selected Service Provider, or at Motels and Referred by the selected Service Provider, that existed at 4:00am on the selected Date. This includes clients that have since booked out, and clients that are still booked in. 

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Daily Bed List - Sample Output
Daily Occupancy Checklist - Singles
🛏️Shelter📍Waterloo Region📈Crystal Report
This report includes all active Beds that are in active Rooms, belonging to the selected Service Provider, or at Motels and Referred by the selected Service Provider. Then, for each Bed, displays the resident that is/was staying in that Bed at 4:00am on the selected Date. This includes clients that have since booked out, and clients that are still booked in. Note that if running this for some time in the past, and there was a client booked in to a bed that is currently inactive, that client’s stay will not be displayed (because the bed is not included in this report).
This report includes all active Beds that are in active Rooms, belonging to the selected Service Provider, or at Motels and Referred by the selected Service Provider. Then, for each Bed, displays the …
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Daily Bed List - Families - Sample Output
Daily Occupancy Checklist - Families
🛏️Shelter📍Waterloo Region📈Crystal Report
This report includes all active Beds that are in active Rooms, belonging to the selected Service Provider, or at Motels and Referred by the selected Service Provider. Then, for each Bed, displays the resident that is/was staying in that Bed at 4:00am on the selected Date. This includes clients that have since booked out, and clients that are still booked in. Note that if running this for some time in the past, and there was a client booked in to a bed that is currently inactive, that client’s stay will not be displayed (because the bed is not included in this report).
This report includes all active Beds that are in active Rooms, belonging to the selected Service Provider, or at Motels and Referred by the selected Service Provider. Then, for each Bed, displays the …
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Duplicate Name Check - Sample Output
Duplicate Name Search
💫Coordinated Access📍Waterloo Region📈Crystal Report

This report displays a list of clients that have similar names, as specified by the report parameters. Note that it only matches exact strings, so for example "Jon" and "Jonathan" might return a match but "Jon" and "John" would not. 

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Geographic Region Report - Sample Output 6_Page_1
Geographic Region Report
📍Waterloo Region📈Crystal Report

This report includes all Stays that began on or before the Report End Date and are still ongoing or ended on or after the Report Start Date, at any of the selected Service Provider(s).  For these stays, it shows the Geographic Region from the Housing History of each client's previous housing and previous permanent housing.

This report includes all Stays that began on or before the Report End Date and are still ongoing or ended on or after the Report Start Date, at any of the selected Service Provider(s).  For these stay…

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Housing Stability Client List - Income Source - Sample Output
Housing Stability Client List - Income Source
📍Waterloo Region📈Crystal Report

Lists all active clients during the selected date range receiving social assistance. Type of social assistance is listed for each client.

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PATHS List - Sample Output
Prioritization List [Waterloo]
💫Coordinated Access📍Waterloo Region📈Crystal Report

This is Waterloo's prioritization list, which pulls data from a Waiting List called PATHS, and includes the following data: name, household type, household size, gender, age, status (Waiting List Priority), caseworker, VI-SPDAT score, SPDAT score, date added to waiting list, date removed from waiting list, days on waiting list, chronic status, trimorbidity (derived from VI-SPDAT), risk (derived from VI-SPDAT), critical safety (derived from Watch Concern), previous shelter, CHAC (presence on another Waiting List), housing preferences (from Custom Table).

This is Waterloo's prioritization list, which pulls data from a Waiting List called PATHS, and includes the following data: name, household type, household size, gender, age, status (Waiting List Prio…

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Rent Fund Summary Report - Sample Output_Page_2
Rent Fund Summary Report
🧳Prevention📍Waterloo Region📈Crystal Report

This report summarizes Housing Subsidies, by Reason for Service, Income, Program, Service Provider, and Family status.

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Security Report - Sample Output
Security Report
📍Waterloo Region📈Crystal Report

This report includes all actions stored in the audit log performed by Users logged in at the selected Service Provider within a specified Date Range. For each action, several data points are reviewed: IP address and Client ID. Then, for each User, several data points are displayed regarding their actions in a given month.

This report includes all actions stored in the audit log performed by Users logged in at the selected Service Provider within a specified Date Range. For each action, several data points are reviewed:…

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Barred Clients 3 - Sample Output
Service Restrictions
📍Waterloo Region📈Crystal Report

This report was commissioned by the Region of Waterloo to reproduce the existing Barred Clients report from HIFIS 3. 

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Incident Report - Sample Output
Waterloo Incident Report
📍Waterloo Region📈Crystal Report🚒Incidents

This report, commissioned by the Region of Waterloo, lists all incidents for a selected client on a specific date. It is designed to provide a printable incident report, rather than aggregating data related to incidents.

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MotelBillings_Redacted_Page_2
Waterloo Motel Billings Report
📍Waterloo Region📈Crystal Report

This report cross-references data from shelter Admissions and the Goods & Services module, based on Waterloo's practices for motel stays. Because it is fairly specific, this report is not likely to be very useful to other communities.

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My Client Dashboard - Sample Output
Waterloo My Client Dashboard
📍Waterloo Region📈Crystal Report

This report shows, for a single client, their housing status, whether they have a housing plan (custom table), their recent VI-SPDAT/SPDAT data, whether they have acitve service restrictions, whether they are on any waiting lists, what programs they are actively enrolled in, and their history of service.

This report shows, for a single client, their housing status, whether they have a housing plan (custom table), their recent VI-SPDAT/SPDAT data, whether they have acitve service restrictions, whether …

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