Types of Sessions and Service Forms
Types of Sessions and Service Forms
Service Forms are designed to capture information provided during a session/meeting between a Worker and a client. Services can be long-term or short-term and can include the creation of a task and/or referral. Service Forms are a part of the Session.
TIP: By clicking on the title of each session or form; it will direct you to the coordinating session on this page or form within the Knowledge Base.
There are (6) types of Sessions in OCMS; which will open different Service forms.
NOTE: For all One-on-One activitites please use Direct Service sessions (2,3 & 4). All Group Activities are sessions (1, 5 & 6)
- Community Connections Group Activity – Named or Anonymous Clients
- Direct Service
- Direct Service (Job Development)
- Direct Service (Finance)
- Language Training
- Information & Orientation Group Activity – Named or Anonymous Clients
There are (2) two additional forms that are attached to all the forms above to help create your Settlement Plan.
There are (7) Service Forms to choose from:
The Information & Orientation Form is used to collect pre- and post-arrival information on the topics discussed during the meeting with the Client.
This form can be used for one-to-one and group activities.
The Information & Orientation Form provides topics related to housing, employment, language training, education and skill development that could be covered in your client session. Tasks & Referrals can be made in relation to the topics covered to build a settlement plan
The Needs Assessment Form is usually completed on the client's first visit. This form is used to gather information on the client's program needs and desired settlement objectives.
The types of needs addressed are related to settlement, language assessment, training & skills development, employment, community support, personal needs, health, finance, education, family support, legal information and community services.
The Employment Form collects information on the client's current employment status, skills and history of employment program attendance.
This form is used for any of three employment intervention services: referral only, short term intervention and long term intervention to assist clients to search for, acquire and maintain employment. This service also includes employment related activities such as workshops, resume assistance and work placement opportunities.
The Non-Specified form collects the information captured during a meeting between a program worker and a Client. The idea is that you could use this form to quickly attach clients to simple programs and services that don’t require much data collection.
5. Refugee Form
The Refugee form (also known as a RAP form for iCARE users) allows for the collection of client and service information delivered by service provider to refugees. This includes meeting the refugee at the airport or port of entry, temporary accommodation, help in finding permanent accommodation, basic household items, and general orientation to life in Canada. Generally a client should receive all of their refugee services within the first 4-6 weeks of arrival in Canada.
The Community Connection Form is used to determine the assistance required to create networks through initiatives for the client, on a social and/or professional level. Comments can be written on this form to support the type of connection selected.
Please Note: The current Form will be replaced with a more detailed version when a Community Connections iCARE Bulk Upload option becomes available.
The Language Assessment Form is used to determine the English or French language training needs. LINC services are included in this section as well. Comments can be written to support the assessment.
Please Note: The current Form will be replaced with a more detailed version when the Language Assessment iCARE Bulk Upload option becomes available.
There are (5) Service Forms to choose from:
The Job Development Needs Assessment Form form collects the information captured during a meeting between a program worker and a Client. This form is closely aligned to provincial employment program requirements.
The Job Development Update/Progress Form form collects the information captured during a meeting between a program worker and a Client. This form allows you to keep track of a client’s progress in their job search.
The Job Placement Form collects the information captured during a meeting between a program worker and a Client. This form allows you to match clients to job/co-op placements.
The Mentor/Tutor Match Form form collects the information captured during a meeting between a program worker and a Client. This form allows you to connect Mentors and Tutors to your clients.
The Mentor/Tutor Update Form collects the information captured during a meeting between a program worker and a Client. This form allows you to keep track of milestones and outcomes.
There is (1) Service Form to choose from:
The Financial Services and Outcomes Form collects the information captured during a meeting between a program worker and a Client. This form allows you to keep track of financial services and outcomes.
There are (4) Service Forms to choose from:
To learn more on entering a Language Training session click to read an overview
The Language Training Open Form captures details about the language course including the teacher name, enrollment and class details and course location. This is also where you record the CLB levels provided in the course.
The Language Training Attendance Form records the attendance information for each Enrolled Client in the Language Training Session.
The Language Training Enrollment Form is attached to each Attendee/Named Client. It records the Enrollment information for the Client.
The Language Training Exit Form is attached to each Attendee/Named Client. It records data about the Client status in a Language Training Group Activity.
Additional Forms attached to all of the forms above.
There is a section at the bottom of each form that allows the Worker to collect additional information.
The sections address newcomer children, interpretation/translation and additional information regarding transportation, disability provision and counseling requirements. Also included in this section is the ability to attach supporting documents applicable to each form.
The Tasks & Referrals button appears on each Service Form. If there are tasks and/or referrals that need to be noted for a particular service form item, it can be entered while on that service form. Task & Referral information is used to support the client's Settlement Plan.