The "Client Tools" are the second tab on the navigation bar. There are three subsections, "Clients", "My Clients", and "Client Encounters". The "Clients" page leads to two lists of clients that have been added to the platform, “Unclaimed Public Clients” and “Unclaimed Clients Assigned to [Your Agency]”.
Unclaimed Public Clients are clients created by Users from agencies other than your own. A Public Profile exists for this client, but a Private Profile has not yet been created. An Unclaimed Client that is assigned to your agency has both a Public and Private profile, but no User has been assigned as the client’s case manager. You can find out more about the Private Profile later in this section.
Users also have the ability to search for a particular client with the blue search box in the middle of the page or the gray search bar at the top of the page.
Creating A Client
To create a new client, click the green "Create Client" button located in the upper right corner of the "Clients" page. You will then be navigated to the "New Client" page. Before creating a new client, you are prompted to first search for the client to ensure that no duplicate entries are created. If your new client has yet to be logged in the system, click the "Create New Client" button near the bottom of the page.
Outreach Grid uses the Universal Identifier Elements to gather initial client data. This initial assessment is customizable and may differ based on jurisdiction. Users should gather and enter information as accurately as possible.
At the end of the initial assessment, there will be a Release of Information Waiver(s) available for the client to review and sign. Click on the title of each waiver to read them.
If a Verbal Consent is given, you may check the verbal consent box to indicate that you will be signing on behalf of the client. After reviewing each form with the client and verifying that the client consents to sharing information, check the waiver agreement checkboxes.
The waiver(s) can be signed using the mouse if using the Desktop version, or by finger or stylus if using the web or mobile app on a touchscreen device. After the signature has been entered, the "Accept Signature" button must be clicked, and then a green "Submit" button will appear. Clicking this submit button will complete the process of creating a client, creating a public and private profile for this client.
If the Client is concerned about signing any documents, you can submit the client’s information and collect a signature at a later time. Click the black bar below the signature area to cause the “Submit and Sign Later” button to appear and and click it to move forward without collecting a client’s signature.