Entering Client Location Data

Introduction to Client Location Data

 

Clarity Human Services allows you to record and view client location data in a variety of formats. You can add location data to screens, services, or Location You can view client locations collectively for a client from the Location tab, or across a Continuum, using Outreach

Location Types

There are four different ways you can record client location data in Clarity Human Services:

Location Type

Definition

Recorded from

Displays in Location Tab?

Displays in Outreach?

Field Interaction

Client geographic information is added to the database when a user clicks the   button in the Location tab.

Location tab

✔️

✔️*

Address

Client geographic information is added to the database when a user clicks Add Address in the Location tab. This type includes additional information fields, such as notes, address type, and name. 

Location tab

✔️

✔️*

Geolocation Field

Client geographic information is collected through a “Geolocation” Type field and recorded in a screen by a user clicking the Add Location button. 

Screens (Assessment, Profile, Status, Enrollment, Exit, Follow-up) with a “Geolocation” Type field in the client record

✔️*

✔️*

Geolocation-enabled Service Item

Client geographic information is collected through a service item with Enable Geolocation toggled on and recorded by clicking the Add Location button. 

Service Items with Enable Geolocation toggled on

✔️*

✔️*

*Location records display only if Outreach is enabled and their display is subject to Location Filters.

For more information about recording each type of location in the client record, click the location type above. Administrators wanting to learn how to configure fields and services to collect location data should refer to Service Item Option: Geolocation and Introduction to Geolocation Fields

Adding Location Data

Wherever you add client location data, you'll be presented with an Add Location pop-up, where you can either manually search for a location or use your device's location.

 

When manually searching for a location, you can search by address details, including cross-streets and landmarks. The system will sort search results by proximity, based on your device location (or, if you haven’t enabled location permissions in your browser, the address of your assigned agency or the agency you’re switched into).

Alternately, the location can be identified using the move and zoom map features and dropping a "pin" on the map by clicking the location.

 

Adding a location using Current Location will automatically drop a pin on the map based on location information of the device you're entering data from. This location will be most accurate from a mobile device using Global Positioning System (GPS) (as opposed to browser location data).

 

Limit Geographic Area Address Suggestions

If your system administrator has enabled Outreach and the Limit Geographic Area Address Suggestions functionality, the system will only display results within a certain radius. You can untoggle this if necessary.