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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.
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Learn about adding and completing a Needs Assessment Service form.
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After you have created a Session form and added a Client you will be able to add and create a Needs Assessment Service form.
Instructions and Definitions
A Needs Assessment is usually completed the first time... |
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Learn about adding and completing an Information & Orientation Service form for one-to-one services.
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After you have created a Session form and added a Client you will be able to fill out an Information & Orientation (I&O) Service form.
Instructions and Definitions
An ... |
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Learn how to add an Employment Form and the three related intervention types.
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After you have created a Session form and added a Client you will be able to create an Employment Form.
Instructions and Definitions
An Employment Form collects the information captured during a meeting betwee... |
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The Community Connections (CC) form is created to promote interaction between newcomers and Canadians through cultural and/or career mentoring, networking, supporting language learning.
This Service is now included in the Community Connections (CC) Bulk Upload file if the funder is Settlement Progr... |
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Learn how to add and complete the Interim Service Forms for Direct Service Sessions.
This interim form is for PAST HISTORICAL reporting purposes ONLY. All new services should be reported using the new Community Connections form.
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After you have created a Session form and added a Client... |
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Learn how to add and complete the Language Assessment Form (Interim) for Direct Service Sessions.
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After you have created a Session form and added a Client you will be able to add and complete Service Forms for the Client(s).
Instructions and Definitions
Interim Service Forms are shorter t... |
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Learn about adding and completing a Non-Specified Direct Service Form for one-to-one services.
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After you have created a Session form and added a Client you will be able to fill out a Non-Specified Direct Service Form.
Instructions and Definitions
A Non-Specified form collects the info... |
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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, basi... |
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Learn about adding Tasks and Referrals to Service forms to build a Settlement Plan.
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Click the button: Tasks & Referrals at the top right of every Service form to access the Tasks and Referral page.
Instructions and Definitions
Tasks & Referrals are used to build and support y... |
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Learn about adding Support Services (transportation, child-minding, etc.) to Service forms.
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The Support Services section is at the bottom of every Service form.
Instructions and Definitions
Support Services can be completed on every Service form, for both Direct Servic... |
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Learn about adding Supporting Documents to all of the Service forms.
Supporting Documents
Supporting documents are files or scanned documents that support or supplement the form they are being attached to. A Supporting Documents section is on every form. The process to attach a form is... |
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Learn how to copy a Client Service Form.
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To be able to duplicate a Client Service Form, you must have the Service Form open. You will also need additional Clients included in the Direct Service Session.
There are 2 ways to get to the Maintain a Session - Edit a Client Session... |
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