Outreach Grid provides client tools for agency-specific case management. Information logged on a client's Private Profile shared only with your agency. This article will give an overview of the tools available on the Private Profile.
We will cover:
Locations
The "Locations" tab logs all of the recorded encounters with the client. Users can record additional encounters and view previous encounters on the client's profile.
Case Notes
The “Case Notes” tab logs all case notes pertaining to the client. Case Notes are private notes that are made on a client's private profile and are accessible only to users within your agency.
Users can update the client's status, record notes about the client, and add tags. When creating case notes, the 'Client Status', 'Text', and 'Case Note Type' fields must be filled out to submit the Case Note.
The client's status can be updated by selecting a choice from the dropdown menu in the Client Status section.
 | The client's status can be updated by selecting a choice from the dropdown menu in the Client Status section. |
| Record notes about the client in the freeform text box in the Text section. |  |
 | Specify what type of interaction with the client was from the dropdown list and record it as a Phone Call or Text/Email. |
| Under Tag, add a tag to the case note to log which agency/agencies were interacted with on behalf of the client. Tags are customizable for each network and agency. |  |
 | In the Add Images section, click on “Choose Files” and select the image from your device’s library to upload media pertaining to the client. Only PNG and JPG/JPEG files are supported. |
Click the blue “Update Client” button to submit a new case note. Note that the client’s status, text box, and Case Note Type must be filled out or selected prior to submitting.
After updating the client, a log of all client status changes can be found to the right side of the page. 
A history of all case notes can be found at the bottom of the page.
Assessments
The “Assessments” tab displays a timeline of assessments the client has completed. Users can record additional assessments that the client has not completed here. For more information on how to add assessments, visit the article Client Tools: Adding Assessments and Editing a Client.
Case Manager
The “Case Manager” tab displays the current case manager assigned to the client on the left side, along with a log on the right showing all case managers that have been assigned to the client in the past.
Update or assign a case manager to the client by selecting a user from the dropdown list and clicking the “Update Case Manager” button.
Projects
The “Projects” tab displays the current project that the client is assigned to, along with a list of all projects the client has been assigned to in the past.
Click on “View Internal Projects” to view the descriptions of available projects.
To assign a client to a project, select a project from the dropdown list, and click "Submit." The Client's Project History will update and show the newly assigned project.
