What makes a client active or inactive?
In HIFIS, when any user takes certain actions for a client file, this updates the client's Date of Last Activity. Each community has a setting that determines an Inactivity Threshold. This is typically a number like 90 days (three months), but each community may have a different value. If the client's Date of Last Activity is at least that many days ago, the client automatically becomes inactive.
If a client who is inactive has one of the actions taken on their file, they become active once more.
In version 4.0.60.2, here is a list of actions that result in the client becoming or remaining active:
- Booking into a shelter (so, if the client is booked in on January 1)
- Each day a client is still in shelter (so, if today is January 10th and the client is still booked in, this would be January 10th)
- Add a Calls and Visits Log
- Add a Case
- Add a case session (Case Management)
- Add a Food Bank transaction
- Add a Goods or Services transaction
- Add an Express Good
- Add an Express Service
- Client is identified as an Attendee in a Group Activity
- Add a Housing Placement
- Add a Housing Placement Attempt (Housing Placement)
- Add a Follow Up (Housing Placement)
- Add Housing Loss Prevention interaction
- Client is provided medication through Medication Dispensing
- Add a Service Restriction
- Add a Storage Item
- Client takes a survey
- Add any VI-SPDAT or SPDAT assessment
- Add any VAT assessment