The Client Profile holds all of the information collected about a client from first entry in to the Outreach Grid platform to housing. This tutorial will give an overview of some of the tools available on the Client Profile.
The Client Timeline
The Client Profile opens to the client's "Timeline". The "Timeline" logs all actions and encounters made by users in regard to this client on the Outreach Grid platform. As users add referrals, record encounters, and conduct assessments with this client, the timeline is updated accordingly.
The "Locations" tab on the Client Profile lists all the previous encounters with the client by all users on the platform. The map to the right maps out those locations so that you can visualize areas and hotspots that the client may frequent.
The "Locations" tab is also where you can start or view any BOLO Alerts for the client.
To learn more about client location tools and recording encounters, visit the article "Client Tools: Adding a Client Encounter and Client Locations."
The "Notes" tab is where comments can be logged about the client. These qualitative comments can be entered in the freeform text box. This tab is also where hazards surrounding the client are logged.
To log a potential hazard, click the red "Add Hazard" button, and a module will appear. Hazards are customizable by jurisdiction.
The "Media" tab is where media including images of the client and PDFs related to the client and their case can be uploaded. To upload a file, click in the gray box labeled "Add Media", and choose the appropriate file from your device's library. A thumbnail of the media file will then appear in the gray area with a status bar. The upload is complete when the status bar is complete and a check mark appears.
The Files Checklist
Any files required for the client's case management can be uploaded to the "Files Checklist" tab. Under this tab, you can quickly see the total number of files to be collected, and how many have been submitted so far.
For each filetype, if you have the file scanned or saved on your device, you can submit it by first clicking "Choose File" and locating and selecting the file from your library. Click the green "Submit File" button to then upload the file to the Client's Profile.
The Client Profile also lists client's household information. If a client belongs to the same household as another client in the Outreach Grid platform, those clients can be associated, and the head of household can be set.
By clicking the blue "Set as Head of Household" button under the "Household" tab, the user is redirected to the following page:
After confirming the client as the head of household, the "Household" tab in the client's profile will now be updated to allow users to add household members. After clicking the "Add Household Members" button, you will be guided to a page to manage the members of the client's household. A list of clients on the platform will appear and you can select the appropriate clients. You can also use the search bar to find the associated client. Please note that the household member must already be a client created in the Outreach Grid system before they can be associated to another client's household. After selecting the appropriate clients, click the green "Submit" button at the bottom of the page.
You will then be navigated to a page to assign specific relationships between the head of household and the selected associated clients. After selecting the appropriate relationship between the clients, you can complete the association by clicking the green "Associate Clients to Household" button.
After associating the clients to the household, you will be redirected to the head of household's client profile. The "Household" tab will now be updated on the client's page, as well as the "Household" tab for any other clients that were associated to that household.