Households Tab

The households tab is not intended to be an up-to-date list of everyone the client lives with today. Instead, it is a list of people the client has received services with in the past. Once a person is listed in the client's household, they can be included in that client's assessments and service transactions. There are other columns in this tab like Head of Household and Relationship to Head of Household but we do not use any of this information for reporting and it does not affect any other part of the system. 

On the Households tab, confirm that everyone who will be included in your entry assessment is listed in the same household. If all clients are listed (singles do not need a household) - even if there are more clients in the household than will be on your entry - you do not need to create a new household or modify existing households.

If there are people in the household who will not be on your entry, do not remove them! If the client has safety concerns about someone who is listed in their household, email the IDs and information about who needs to be removed to the Help Desk.

To add people to a household that already exists:

• Identify which household (if there are multiple) you will be using for your assessment.
• Click Manage Household 
• DO NOT click the red circle next to any client names. This will remove clients from the household. You do not need to change or update any of the fields in this section like Head of Household or Relationship to Head of Household. Just click Add/Delete Household Members to add clients to this household. 
• DO NOT click the trash can next to any household members. Remember that if a client needs to be removed from a household, you should email the ID to the Help Desk. Click the triangle next to Add Clients to the Household. This will allow you to search the system for other household members and if they are not found, create new records.
• Once all clients have been added, click Continue. Make sure the Joined Household date for each client is on or before your entry date. Then Save & Exit.

To create a new household:

• Search for the other clients you will be adding and make sure that none of those clients have an existing household you could add this client to. If a household already exists, see instructions above for how to add more clients to that household.
• If all clients' Households tab say This client is not currently a member of any Households, you can click Start New Household to create one.
• Select HH Members (Add but Don't Remove) as the Household Type
• Scroll down and use the client search to find the other household members and if they are not found, create new records. See Finding a Client or Creating a New Client Record for more information.
• Once the household is complete, click Continue. Make sure the Joined Household date for each client is on or before your entry date. Then Save & Exit.