JC
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Jill Clair
@jclair1

Active 8d ago Joined 4 Apr 2026 (GMT-05:00) America/Toronto

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In my community, clients are considered 'paper ready' when their profile includes three things: ID, a SPDAT conducted in the last 12 months, and proof of income. When a client has these things, it means they are eligible to be matched to a Housing Program.

In addition to uploading information in three different modules (Identification, Documents and SPDAT), users must fill out a custom table indicating the client is paper ready. Information from the checklist is used in our BNL to streamline the …

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🔼Improvement

The Calls and Visits Log can be used by organizations to track the number of visits and inquiries they receive. This data is useful for their monthly reporting. As this module functions on the assumption that clients are already in HIFIS, it can be difficult to log when an organization receives an inquiry or visit from someone outside of the system. The HIFIS User Guide describes this module as a way to record "contacts and communications a client makes and/or receives during their stay at the s…

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📞Calls and Visits Log 🕵️‍♀️Missing Functionality