In some cases, staff have added a service to Client A when it should have been attached to Client B. It would be useful to be able to detatch a service from one client and re-assign it to a different client.

To some extent, merging the client files can address this, in the case of duplicates, but that doesn't solve all problems - what if we really do have two different clients with a similar name and I accidentally open a case file for the wrong John Smith? The current required workaround is to d…

Let's re-imagine Case Management. Right now, you can add Sessions, Comments, and Documents to it.

However, a point of ongoing debate is when to add a Service as in Goods & Services, and when to add a Case Session. They have similar but different fields and are stored differently in the database. Here's a radical idea: get rid of Sessions entirely and modify the Services so that they can be added either as part of a Case file or as an independent, non-associated Service. It would also be great i…

In Case Management, add a new tab called "Assessments." In that tab, you're going to have sub-tabs (like how if you have multiple Custom Tables, you have a Custom Tables tab and then each Custom Table is it's own sub-tab underneath) for SPDAT, VI-SPDAT, and VAT. If more assessments get added to HIFIS, they would be added here too.

From the Assessments tab, you can add an applicable assessment directly, assuming you have rights.

If you add an assessment from the Front Desk or Client Management, hav…

Currently, when a module includes a caseworker, the information about the caseworker is stored in a module-specific table, such as HIFIS_Cases, instead of the more generic HIFIS_Services.

Specifically, it is present in HIFIS_Diversion, HIFIS_SPDAT_Intake, HIFIS_VAT_Intake, HIFIS_Cases, HIFIS_HousePlacements, and it's possible that I'm missing one or two.

In contrast, the Reason for Service field is present in the HIFIS_Services table instead of the module-specific tables, despite the fact that Rea…

This was recently added with no apparent rationale and is leading to confusion for users. It will be replaced by a Referrals tab.

See Recommendations for Referrals in HIFIS 4

This will be replaced by a Referrals tab

See Recommendations for Referrals in HIFIS 4

There is a mandatory field called "Reason for Service" that appears on many service types, such as Admissions, and Diversion, and Goods & Services, and Group Activities, and so on.

What you may not know is that the "Reason for Service" field on the Goods & Services module uses an entirely different lookup table, called "Reason for Goods & Services" with an identical initial list of values. However, it's a separate table and it's also stored in the database differently. Up until fairly recently, t…

When adding services via the Front Desk options, consent validation does not appear, but when adding services via Client Management, it does. So it's possible to add services for clients who have expired consent.

When a client has a Case open, or a Housing Placement open or a Housing Loss Prevention open, there's a designated Caseworker. Can we automatically add that Caseworker, who is a user and who already exists in the system, as a Contact in the Contacts module? Lots of communities would like to manually enter this but they find staff are forgetting to do it so it's never a reliable source of information. Yes, users could look up the Case Management Client List, but they'd also have to look up the Ho…

I need to verify this a little bit but I was trying to document the Case Sessions rights.  First of all there's a right that's called Display CM Session which seems to do nothing.  There's another right that says Display Case Management Sessions which covers the display button.

Then I am not exactly sure what's going on here but I was trying to figure out what would cover the "List" right for listing Sessions, Documents, and Case Comments. First I tried and I took away basically all the rights ex…

Accessing any Client List in Client Management - for example but not limited to: Client Incident List, Client Case Management List, Client Service Restrictions List

Currently, when most records exist (for example, Turn Aways, Appointments, Incidents, SPDAT, VAT, Waiting List, client in a Waiting List, Income, Education, Contributing Factor, etc.), a user can navigate to the List page for that kind of record and click the Delete button in the Action column.

However, this is not the case for many types of services. Several types of services, including Case Management, Goods and Services, Housing Placements, Housing Loss Prevention, and Food Bank, cannot be del…

There’s an accountability issue: either staff can globally Edit a thing, or they can’t Edit any of a thing.

What is missing is the ability for a staff to only be able to Edit their own things, or only Edit things that have happened recently.

For example, I add a case note. Then I notice a typo, so I want to fix it. I should be able to edit my own case note within 24/48/72 hours. But 6 months from now I have no reason that I would need to edit this case note. The only possible reason I might have f…

Just make it easier to review your Case Comments!