CONSENT FORMS & RESOURCES

• HIFIS & By-Name List Consent Form - Last Update Aug. 8, 2023

• Withdrawal of Consent Form

• HIFIS Consent Cheat Sheet

• Sample Shared Consent Script

• Consent FAQs

• PR1: Check/Collect Consent

• PR2: Change a Client’s Consent Type

• PR3: Occupy a Bed for Non-Consenting Client

• PR4: Identify & Upload a Missing Consent Form to an Existing Client File

HOW-TO GUIDES

User Settings

• Reset Your Password

Reporting

• Run a Report

CLIENT INFORMATION MODULE

Client Details

• Add Contact Information

• Record that a Client has Passed

Family

• Create a New Family Unit

• Add / Join Members to an Existing Family Unit

• Remove Members of an Existing Family Unit

Financial Profile

• Add a Financial Income Record

Health Information

• Add and Dispense Medications

Housing History

• Add or Edit Housing History

CLIENT MANAGEMENT MODULE

Admissions

• Reserve a Bed

• Book In a Client

• Book in a Family

• Book out a Client / Family

• Check Bed Availability at Other Providers

Case Management

• Open and Close a Case File

• Record a Case Session Activity

• Upload Case Session Documents

• Record Case Comments

Chores

• Add a Chore

Goods and Services

• Add a Goods and Service Transaction

• Add a Express Goods or Express Service

Housing Loss Prevention

• Open a Housing Loss Prevention Record

• Enter a Housing Loss Prevention Follow-Up

• Close a Housing Loss Prevention Record

Housing Placements

• Open a Housing Placement Record

• Close a Housing Placement Record Without Move In

• Secure a Unit / Record a Client Move In

• Enter a Housing Placement Follow-Up

• Close a Housing Placement After Move In

Incidents

• Record or Edit an Incident

Storage

• Add or Edit a Storage Item

Surveys

• Add a Custom Survey

Turn Aways

• Record a Turn Away

AGENCY MANAGEMENT TOOLKIT

• HIFIS New User Registration Form (Housing Support) - print signature (.doc) OR digital signature (.pdf) - Last Updated January 7th, 2025

• HIFIS New User Registration Form (Shelters) - print signature (.doc) OR digital signature (.pdf) - Last Updated January 7th, 2025

• HIFIS User Deactivation Form - Last Updated January 7th, 2025

• Audit Reports

• Unlock a User Account

• Manually Reset a User’s Password

• Custom HIFIS Report Request Form

• Client Expired Consent Update Request Form - Last Updated March 5th, 2024

MANUALS

• HIPSK HIFIS Manual

• Coordinated Access Lead HIFIS Manual - Last Update Jan. 13, 2023