Settlement Services Overview

Settlement Services module allows for managing services to refugee and new arrival individuals and families.

The module provides functions for collecting arrival data, family members, sponsor information, visa status, demographic, language and cultural data, and exit/evaluation information.

The CRM database Settlement Services functionality is tailored to each organisation.  Although each installation may differ slightly, the following information will generally be included:

• Client – the client the case relates to
• Case – the individual case information (a client may have more than one case)
• Sessions – recorded details for each session related to the case
• Documents – any documents related to the case
• Outgoing Referrals – any referrals made to external agencies related to the case

The Case Management Process generally follows:

• Client Intake
  • Client intake is performed, case record is created for client
• Manage the Case
  • Case management is performed, sessions, documents and referrals may be created
• Client Exit (Close a Case)
  • Client exit is performed, case record is finalised and closed

Further Information

For further information, refer to the following articles:

• Create a Settlement Services Record
• Create a Settlement Services Session
• Settlement Services – Statistics Report