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Client and case management system

homeless2home

The Homeless 2 Home (H2H) client and case management system replaced  the SMART database in July 2011. All specialist homelessness agencies are required as part of their funding agreement to use this system.

On this page:

What Homeless 2 Home (H2H) is
What is new in H2H

Training
Getting access 
Using the H2H System
When a client's permission is required
Forms 
Getting help
Provide feedback

What Homeless 2 Home (H2H) is

The H2H system:

  • ensures a consistent response to clients across South Australia
  • allows agencies to record contact with, services provided to and outcomes reached with clients
  • allows for standardised reporting.
Agencies are able to:
  • search for a client’s history with homelessness agencies
  • register and update client information
  • undertake an intake
  • undertake an assessment
  • refer clients, with their permission, to other agencies.

Access, training and system support is provided to agencies by Homelessness Strategy.

Questions about the H2H system can be directed to DCSIHousingH2H@dcsi.sa.gov.au.

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What is new in H2H

April 2013

The new Repeat Services function allows users to more easily add tasks and services to clients by duplicating the key information entered previously on a task/service. The repeat services button is located in the new ‘action’ column on the right hand side of each relevant listed task or service, or in the ‘view’ screen of each service or task.

The new assignments page allows users with agency manager level access to quickly and easily re-assign all services and tasks that are currently assigned to a particular worker to another worker. This is particularly useful when a staff member leaves an agency. Other changes to assignments include: 

  • the unassign button located conveniently on the assignments list,
  • the inclusion of a services/tasks column so that it is easy to see how many open services/tasks that worker has, and
  • more specific rules in relation to which workers can be assigned to particular roles (eg. A user with Case Worker access to H2H cannot be assigned as a Case Manager on a client) 
Other minor changes include the new privacy disclaimer on the login screen and the My agency/My programs drop down box when adding a service/task now defaults to the ‘My agency option’.

These instructions (Word 1.8MB) explain how to use these new functions.

December 2012

H2H Release 1.2

End support

An agency may cease to support a client because:

  • they no longer require assistance
  • they wish to receive support from a different Agency
  • the Agency has lost contact with the client.

The new End support function will allow a client support to be ended at any time prior to a case plan being started.

The H2H model assumes all clients progress through to a case plan. This is not always the case, Agencies may have clients whom they provided intake services but are not going to progress to a case plan. The End Support function will allow users to end the client's support on the system without waiting for the system to do so. The information the end support function collects will then be saved into the client menu to ensure the most up-to-date client details are recorded.

The Case exit page will be updated to mirror the new end support page to enable the same quality of data collection at case plan exit.

These instructions (PDF 552KB) show how to use the end support function.

Additional release 1.2 changes

Case worker access - Case workers assigned to a client are now able to add, edit and close tasks within a case plan along with the assigned Case Manager.

Continuing support to clients who do not agree to a case plan - There is a slight change to the case plan cover page where it asks ‘does the client agree to a case plan’. If the client does not agree to a case plan users will be given the option to either end support or continue support. This acknowledges not all clients are going to agree to be case managed and some clients will need to be encouraged over time to participate in a case plan. Using the new continue support option you will be able to provide support to clients who do not agree to a case plan following an assessment or continue to a case plan in the future if, and when the client agrees.

Search function default - Within the search screen, the ‘My Agency Only’ tick box will default to be unchecked as part of the new function. This will ensure that all new searches conducted encompass the entire system by default.

Amended warning message banners - warning banners are now yellow instead pale blue.

October 2012

The changes to the Add service function (Word 648KB) became operational on Monday 8th October:

  • Date requested field was added to the New Service function
  • Date requested and End date was added to the Add task function

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Training

New staff should:

If the manager of a new staff member who has undertaken all of the above feels that formal training is needed, the manager should contact DCSIHousingH2H@dcsi.sa.gov.au.

New user and refresher courses

A one day course conducted every second Tuesday until at least the end of June 2013. Aimed at new users and existing users who need a refresher. 

To register:

Manager training

A module aimed at team leaders and managers. Sessions include a

  • a high level overview of the system
  • data capture and availability
  • manager responsibilites 
  • user access authorisation.

To register:

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Getting access

Only authorised staff members from specialist homelessness agencies and the Department for Communities and Social Inclusion will be able to access H2H.

These forms support the administration of system access for agency staff:

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Using the H2H system

Click on this icon to access H2H.

Click to access Homeless2Home

The Reference Manual for the H2H system is available in relevant sections. 

Alternatively you can download the whole manual (PDF 8.7 MB) and save to your computer to refer to as needed. This may be quicker than accessing and downloading the whole document each time.

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When a clients permission is required

Clients must be:

  • told why their information is being recorded
  • told how the information will be used
  • provided with the notice of information provision (PDF 26.6KB), which provides this information.

The notice of information states that:

  • clients must give their personal information to an agency in order to receive a service
  • agencies are required to provide de-personalised information to State and Commonwealth governments.

Clients must give their permission before information can be shared or exchanged with another agency. This permission can be given:

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Forms

Agencies can choose to enter client information directly into the H2H system, or collect information on paper based H2H forms for later entry in to the system.

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Getting help

Agency staff who need help with H2H should first consult their training and reference manual and check with a colleague.

Technical Help

You may need to send a screen shot (PDF 200KB) to the helpdesk to demonstrate the problem.

Agencies can also provide comments, feedback and suggestions on the H2H system to DCSIHousingH2H@dcsi.sa.gov.au.

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More information

On this site

Newsletters

Other websites

Australian Institute of Health and Welfare

Downloads

Specialist Homelessness Services Directory (PDF 57KB)
SHS Collection Manual (PDF 2MB)
IT requirements - check-list for agencies (PDF 31KB)
Family safety framework form (PDF 47KB)
h2H Policy (PDF 114KB)

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