New Client Intake

Capture core client details now. Missing fields can be completed later with status set to Incomplete Intake.

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1
Identity & Contact
2
Family
3
Health & Safety
4
Consents
5
Admit & Assign
Step 1 — Identity, Contact, and Description
Identity, language, cultural background, description, and contact details used across the client record
Identity
Language & Communication
The language the client wants to use with staff.
Tracked for French Language Services reporting.
Identity & Cultural Background

Voluntary. Let the client know every question here is optional. Answers support culturally safe care and anonymized reporting.

The specific culture or community the client identifies with.
Tracked separately from ethnicity, following Canadian intake standards.
Specific to this client. Shown above any general cultural guidance on the profile.
Physical Description
Contact
Primary contact number. Leave blank if client has no safe phone.
Emergency Contact(s)
Multiple contacts can be recorded now or added later.
Current Address
Previous Addresses
Capture prior address history where available. Missing entries can be completed later.
Confidentiality
Restricted and High levels limit which staff can view this client's full record.
Step 2 — Family
Children quick-intake, safety context, and case status
Child Safety & Case Context
Children are created as full client records. Use one-click draft creation and complete missing details later.
Children Quick Intake
Step 3 — Health & Safety
Medical snapshot, disabilities and accessibility, risk assessment, safety context, and referral source
Information in this step informs the client's initial risk assessment and safety plan. Be specific where possible.
Medical & Allergy Snapshot
Disabilities & Accessibility
Shared with shelter operations for room assignment and building access.
Risk Assessment
Situation Details
Step 4 — Consents & Permissions
Review each category with the client before capturing consent
Read each consent category aloud with the client. Data collection is required to proceed. All other consents are optional.
Consent Categories

We maintain records of your stay and services for our operations, reporting, and funder obligations.

We may share relevant information with our partner service providers where this supports your care.

We occasionally photograph events and activities for our website and social media. This is entirely optional and can be withdrawn at any time.

We may refer you to other housing, legal, or community services where this supports your goals.

Confirmation Method
Step 5 — Admit & Assign
Room assignment, assigned worker, and case setup
Stay, Program, & Case Assignment
Clients may be admitted as a shelter stay, as a program participant without a bed, or as a case-only client with an assigned worker.
Use shelter assignment only when the client is physically staying in the shelter.
Staff Assignment
Intake Completion
You can admit now even if some intake sections are incomplete. Client will be assigned primary status: Incomplete Intake.
Case & Programs
Save & Admit Client