SMIS User Manual

SMIS is designed to assist with day-to-day shelter administration in a secure environment. The manual provides detailed instructions to users of SMIS. Click on the links below to access detailed user instructions.

Table of Contents

Client Management

Search

• To search for a client
• Create a new client intake

Summary

• Client summary

History

• Client history

Intake

• Client intake
  • Create a new intake
  • To edit a client intake
  • Family
    • To add or remove a family member
    • To view family history

Housing

• Client housing screen
  • Client housing program screen
  • Client housing new/edit screen
  • Client housing record history log screen

BNL Consent

• Client BNL consent screen
  • Client BNL consent history log screen

End of Service

• Client end of service screen
  • Client end of service edit screen

Encounter

• Encounter in SMIS screen
  • Encounter history in SMIS screen
    • Encounter detail in SMIS screen

Admission

• Client admission screen
• Client admission screen edit
• To admit a client

Referral

• Client referral screen
  • Client referral edit screen
  • Client referral reject

Discharge

• Client discharge screen
  • To discharge a client

Leave with Permission

• Client leave with permission new
• Client leave with permission

Service Restriction

• Client service restriction screen
  • Client service restriction edit screen

Complaint

• Client complaint screen
  • Client complaint edit screen

Consent

• Client consent screen
  • Client consent edit screen

Case Management

• Client case management encounter screen
  • Client case management note screen
  • Client archived note update history screen

Attachment

• Client attachment screen
  • Client attachment edit screen
  • Client attachment new document screen
  • Client attachment view history log screen

Call Log Summary

• Client call log summary screen

Tasks

• Client tasks screen
  • Client tasks edit screen
  • Client tasks view screen

Print Label

Disbursements

• Eligibility Assessment
  • Client eligibility assessment screen
  • Client eligibility assessment detail screen – edit
  • Client eligibility assessment detail screen – view

• Transactions
  • Client disbursements transactions screen
  • Client disbursements transactions – new screen
    • Client disbursements transactions – new – CSF screen
    • Client disbursements transactions – new – FA screen
    • Client disbursements transactions – new – PNA screen
  • Client disbursements transactions – summary screen
  • Client disbursements transactions – detail screen
• Summary/Detail
  • Client disbursement summary/detail screen
  • Client disbursement summary screen
    • Client disbursement summary view screen
  • Client disbursement detail screen
• Advanced
  • Client reverse screen
  • Client mark day screen
  • Client give allowance screen

Program Management

List

• Program list screen

Edit

• Program edit general screen

Service Restrictions

• Program edit service restriction screen

General

• Program management general screen

Queue

• Program queue history
• Program service queue
• Client withdraw and staff closeout
• Client hold bed
• Client refer to bed

Clients

• Program management clients screen

Incidents

• Program management incidents screen
  • Program management new incidents screen

Service Restrictions

• Program service restriction list screen

Complaints

• Program complaints list screen

Staff

• Program staff list screen

Dashboard

• Program dashboard screen

Statistics

• Occupancy
  • Program statistics occupancy screen
• Occupancy – Unique Clients
  • Program statistics occupancy – unique clients screen
• Client Services
  • Program statistics client services screen
• Client Services – Unique Clients
  • Program statistics client services – unique clients screen
• Discharge
  • Program statistics discharges screen
• Discharge – Unique Clients
  • Program statistics discharges unique clients screen
• End of Service
  • Program statistics end of service screen
• End of Service – Unique Clients
  • Program statistics end of service – unique clients screen

Facility Management

List

• Facility list screen

Edit

• Facility edit (general)
• Facility edit rooms list
• Facility edit – new room
• Facility edit room
• Facility edit – edit rooms- beds – new beds
• Facility edit – beds – bed list
• Facility edit – edit room – edit bed

General

• Facility general screen

Program

• Facility program screen

Message

• Facility messages screen
• Facility messages – new messages

Dashboard

• Facility dashboard screen

Statistics

• Occupancy
  • Facility statistics occupancy screen
• Occupancy – Unique Clients
  • Facility statistics occupancy – unique clients screen
• Client Services
  • Facility statistics client services screen
• Client Services – Unique Clients
  • Facility statistics client services – unique clients screen
• Discharges
  • Facility statistics discharges screen
• Discharges – Unique Clients
  • Facility statistics discharges – unique clients screen
• End of Service
  • Facility statistics end of service screen
• End of Service – Unique Clients
  • Facility statistics end of service – unique clients screen

Shelter Management

List

• Shelter list screen

General

• Shelter general screen

Dashboard

• Shelter dashboard screen

Statistics

• Occupancy
  • Shelter statistics occupancy screen
• Occupancy – Unique Clients
  • Shelter statistics occupancy – unique clients screen
• Client Services
  • Shelter statistics client services screen
• Client Services – Unique Clients
  • Shelter statistics client services – unique clients screen
• Discharges
  • Shelter statistics discharges screen
• Discharges – Unique Clients
  • Shelter statistics discharges – unique clients screen
• End of Service
  • Shelter statistics end of service screen
• End of Service – Unique Clients
  • Shelter statistics end of service – unique clients screen

Head Office

General

Dashboard

• Head office dashboard screen

Statistics

• Occupancy
  • Head office statistics occupancy screen
• Occupancy – Unique Clients
  • Head office statistics occupancy – unique clients screen
• Client Services
  • Head office statistics client services screen
• Client Services – Unique Clients
  • Head office statistics client services – unique clients screen
• Discharges
  • Head office statistics discharges screen
• Discharges – Unique Clients
  • Head office statistics discharges – unique clients screen
• End of Service
  • Head office statistics end of service screen
• End of Service – Unique Clients
  • Head office statistics end of service – unique clients screen

My Tasks

• My tasks – list screen (My Task – List)
• My tasks – My tasks – Update task