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

This article explains how to add a new Household Member to an existing enrollment.

Overview

When enrolling a client into a program, you are prompted to select any household members who should be included 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, you may need to add the client to the enrollment at a later date. 

Getting Started

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

Next, navigate to the client record for a household member already included in the enrollment. Click the Programs tab on the left sidebar, then click on the program name of the enrollment where you will add the household member. Next, click on the Group tab for the enrollment and click the Add icon on the right side of the screen. The available group member(s) will appear. Click on the group member that needs to be added to the enrollment and click Next. The enrollment screen will appear and you can add the group members enrollment data.

The client's Enrollment Screen will appear. If the added client entered the program on the same date as the other household member(s), check if the added client's Program Date matches the Program Date of the previously enrolled client(s). If it does not, then 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 tab.

Published: 09/17/2024