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For Outreach Workers
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Use this path in the field when someone needs a practical public next step and you do not want to create private notes inside public tools.
What to click
- Directory for food, services, and provider lookup
- Shelter for reported shelter signals
- Trip Building for travel
- Quick Sheet for a short handoff
What to check
- Hours, intake, restrictions, and source notes
- Whether travel is realistic
- Whether the public information is enough to hand off
What to do next
- Call when the plan depends on capacity
- Print, share, text, or route the public details
- Keep private client context in your own approved system
Common mistakes
- Do not put private case notes into shared links or public correction forms.
- Do not hand someone a long list when two good options would work better.
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