How Do I Add a New Household Member to an Enrollment? (New Clarity Interface)

Table of Contents

• Overview

• Getting Started

• Adding a Household Member to an Existing Enrollment

• Household Members Not Enrolled Prompt
  

Overview

When enrolling a client in a program, you are prompted to select any household members to include in the enrollment. However, if a client was not in the household at the time of enrollment, or if a staff member did not select the household member for inclusion,  or if the staff member closed the enrollment workflow before enrolling household members, you may need to add the client to the enrollment at a later date. 

Refer to the Creating and Managing Program Enrollments article for more details on enrolling clients in programs.

Getting Started

Before adding a new household member to an active enrollment, ensure the client has been added to the household.

Adding a Household Member to an Existing Enrollment

Navigate to the client record for a household member already included in the enrollment. Click Programs in the client navigation menu, then click the program name for the enrollment where you will add the household member.

Click Group for the enrollment, then click the Add icon on the right side of the screen. The available household member(s) will appear. Select the household member you want to add to the enrollment, then click Next. The enrollment workflow will appear, and you can add the group members' enrollment data.

If the added client entered the program on the same date as the other household member(s), check if the added client's Program Start Date matches the Program Start Date of the previously enrolled client(s). If not, enter the actual date the client entered the program.

Remember to click Save & Next to complete the enrollment screen. Click Complete to finish the task.

The household member will now show in the list of group members on the Group workspace.

Household Members Not Enrolled Prompt

Your enrollment is saved when you save the first household member's enrollment screen. If you close the enrollment workflow before enrolling the other household members, the new enrollment's Information Bar displays a Household Members Not Enrolled prompt. Hover over the prompt to see a tooltip that explains what is missing.

To enroll household members from the prompt:

• Click the Household Members Not Enrolled prompt on the Information Bar. The Group workspace opens, and the Add members modal opens automatically.
• Select the household member(s) you want to add to the enrollment, then click Next. The enrollment workflow appears for the first member.
• Enter the member's enrollment data. If the member entered the program on the same date as the other household members, confirm the Program Date matches.
• Click Save & Next to save the screen. Repeat for each selected member, then click Complete to finish the task.

The prompt disappears once every household member you can view is enrolled in the group. On smaller screens, such as mobile devices, the prompt appears as a pill. Tap the pill to open a bottom sheet, then tap the button at the bottom of the sheet to open the Group workspace.

Updated: 10/01/2026