Household

All new participant records are associated with a household, with the participant as Head of the household.  

Viewing the Household Details

  • Login with your credentials.
  • Click the Client menu option.
  • Click the Profiles menu option.
  • Enter Client name in Search Box
  • Click Search
  • Click Edit on the matched record listed
  • Click Household Tab
  • Click the Edit button on the household record listed.
  • Household Details displays.

Household Details include:

  • Case Manager: Select the name of the Staff member who is handling this particular case.  It defaults to the name of the Staff logged in when the Participant record was created.  It can be changed.
  • Start Date: marks the date on which the household record was created in the system. It cannot be changed.
  • Site Id: Some organizations might have satellite office locations where the Participant might enroll at.  The list of Sites associated with an organization can be defined in LookupLists.
  • Client Group Assigned: is automatically assigned to the household based on the Transactions associated to the members.  It is used predominantly for reporting purposes and to classify the household under a particular category.

Household Members

In addition to the participant, who is the head of the household; details of other household members can be added.

Adding Members

  • Click the Add button on the Household Member Section.
  • Create Household Member screen displays.
  • Click Add Household Member button.
  • Enter First name:  required field, it must be filled in.
  • Enter Last name:  required field, it must be filled in.
  • Date of Birth: required field, defaults to current date and can be edited if available.
  • Select the Relationship to the head of the household.
  • Click Save and Exit to exit the create household member screen.
    • OR Click Save and Continue to enter Additional Information, Veteran Information and Disability Information for the member.

Household Address

All households can have an address.

Adding Address

  • Click the Add button on the Household Address Section.
  • Add Address  screen displays.
  • Address Type:  Users can choose the type of address.  Primary, Alternate or Anticipated Address.
  • Address Line 1: Fill the Street address.
  • Address Line 2: Fill Apartment or House Number.
  • Zip: Fill the 5 digit US Zip Code
  • City: Fill the City name
  • State: Select the State name 
  • Click Save.

Household Notes

Track additional information about the household in notes.

Adding Notes

  • Click the Add button on the Household Notes Section.
  • Add Household Notes  screen displays.
  • Date: Defaults to current date.  Can be changed to another date if required.
  • Case Manager: Defaults to the logged in user.  Can be changed, if the user is an entry note on behalf of another Staff member.
  • Notes: Free form text box that allows the user to capture notes on the household.
  • Click Save.

Household Tags

Add tags to categorize households for reporting purposes.  Users can enter up to 3 tags per household.  Tags can be 5 characters in length.

  • Type a 5 alphanumeric string to describe the category for the household
  • Click Enter.