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Direct Services

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Articles in this category

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. TI...

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Needs Assessment Service Form

Learn about adding and completing a Needs Assessment Service form. Start Here 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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Information & Orientation Service Form

Learn about adding and completing an Information & Orientation Service form for one-to-one services. Start Here 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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Employment Service Form

Learn how to add an Employment Form and the three related intervention types. Start Here 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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Community Connections Form (New)

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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Community Connections Form (Interim)

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. Start Here After you have created a Session form and added a Client...

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Language Assessment Form (Interim)

Learn how to add and complete the Language Assessment Form (Interim) for Direct Service Sessions. Start Here 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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Non-Specified Direct Service Form

Learn about adding and completing a Non-Specified Direct Service Form for one-to-one services. Start Here 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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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, basi...

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Tasks / Referrals and Building a Settlement/Action Plan

Learn about adding Tasks and Referrals to Service forms to build a Settlement Plan. Start Here 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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Client Support Services

Learn about adding Support Services (transportation, child-minding, etc.) to Service forms. Start Here 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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Attaching Supporting Documents to a Form

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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Copy a Service Form

Learn how to copy a Client Service Form.   Start Here 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 page. Y...

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