HomeBASE Residential Client Management System

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HomeBASE Residential Client Management System
A comprehensive software system for Homeless
Organizations/Shelters
By Cuskey, Ipsen McCall Consultants Inc. 2333
West Darby Road, Havertown, PA 19083 Phone
610.449.3270 Fax [phone]
www.cimconsultants.com
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Features and Functions
Admission Processing
Referral Maintenance
Client Scheduler
Intake Processing
Caseworker Scheduling
Tracking Funding Sources
Client Information
Client Medical Insurance Status
Client Accounting System
Incident Tracking
History of Client Education and Employment
Current and Historical Income Information
Census Information
Rent calculations and Income Worksheet
Creates Tracks Client Service Plans
History of Case Management Notes
Customizable outcome tracking Assessment Tools
Tracking Closed Out Clients
Close Out Processing
Graphical Representation of client progress
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Referral Maintenance
Street Outreach Workers
ACCO
Davenport
Tondealaya
S
19
Female
01/24/1982
098-34-2346
Hispanic Black
SMEN Severe Mental Illness
456 East Darby Road
05/30/2001
Havertown
Charles Davenport
555-2345
12536
01 Rejected
02 Did not meet eligibility
Tondealaya is not homeless. She ran away from
her fathers house a week ago. She has severe
metal illness and is
Tondealaya has been on treatment for severe
mental illness for two years. She comes from a
supportive family background.
None
Tracks and accounts for all Referrals to the
Organization.
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Pre Admission Processing
Approved
1. Insurance Policies - Checked 2. Child
Support Papers - Reviewed
Updates the Resident's Files
Scheduling workflow related to the Pre Admission
Process
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Admission Processing
On Process
Awaiting verification of Insurance and child
support papers. Need to clarify with Jane Andrews
on further action steps for Shania.
Scheduling workflow relating to Admissions
Processing of clients
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Intake Processing
Recording Intake Information
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Recording Resident Data
Recording client information on over 20
categories of information
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Client scheduler
The Client Scheduler tracks all activities of
clients on a calendar
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Case Worker Scheduler
Albert, Fredrick
AA meeting
Tracks and records each Case Workers schedule
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Census Information
7/10/2001
Recording the daily census information
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Incident Tracking
Abraham, Shania
02 Return from Hospital
Shania was treated as an Out patient for minor
burns.
Tracks incidents related to physical or mental
emergencies and any violation of rules. Also
records information on residents leaving the
residence for any length of time.
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Tracking Funding sources for each client /members
of the family
AD45618 05/30/2001 12/31/2001
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Resident's Financial Information
Records the residents Income, Deductions and
Assets and creates a Rent calculation /Income
worksheet.
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Client Accounting System
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Features and Functions

• Recording Income Information
• Resident Charges
• Posting Monthly Charges
• Receivables Listing
• Enter and View Deposits
• Make Adjustments
• Record Disbursements
• View Residents Accounting profile

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Recording Income Information
10 Employment
05 Monthly
05/01/2001
First
Tracking the clients Income Status
Maintaining the clients Income History
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Recording Resident Charges
Displays the charges that are no longer applied
to the clients account
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Calculating and Posting Monthly Charges
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Receivable Listing
Lists the amounts due from each client
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Enter and Print Deposits
Allows users to record the deposits made by each
client and print a deposit voucher
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Adjustments
Making adjustments to charges applied or to the
savings balance
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Disbursements
Recording check requests
Recording Check Requests
Recording Disbursements
Printing Checks
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Recording Disbursements
Recording the check disbursements and spooling
the disbursements to a Spool file for printing
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Editing check requests /disbursements
Making a printed check void
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Printing checks
Selecting checks from the spool file and printing
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Residents Accounting Profile
Viewing and printing a residents accounting
profile
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Creating and tracking client Service Plans
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Tracking progress on client service plans
Graphical representation of the clients progress
Recording the residents strengths
View the clients progress in relation to the
goals specified
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Case Management File Notes
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Close Out Data Entry
Close Out Follow Ups
Close Out Process
Close Out Accounting
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Close Out Process
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Close Out Accounting
Camp, Tinika
Laundry
50.00
Beverages
20.00
Treatment
120.00
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Close Out Follow Up Process
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Reports
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Funding Source Reports
Custom Form Builder
Executive Summary Tools
Accounting Reports
Breaking the Cycle of Homelessness Reports
Summary Reports on Employment, Education
Insurance
Workflow /Job Schedule Status Reports
Custom Report Generator
PHA Process Tracking Reports
HUD Reports