By default, a newly created client record will not be associated with a Household. While on any tab within a client record, the Household Members section will be listed at the top of the right sidebar. This section will list any active Household members associated with the client record. In order to manage the Household members, click the Manage button.
The Household management section allows two ways to add new members to a Household, as well as manage program participation and service placement for the entire group. Both methods provide a method of linking client records to programs and services.
These methods are:
- Quick Add/Join Functionality from the Side Bar
- Client Search
Quick Add/Join Functionality from the Side Bar
To begin, select the Manage icon/link at the top of the right sidebar. This will take you to the Household Management search screen.
Within the right sidebar, your 10 most recently accessed client records will appear under the section titled Your recent client searches accessed. Generally, Household members are added to the system sequentially, therefore they will likely be listed here. If the Household members are not listed in the recent search section, search for them in search bar.
Client records that currently are not members of any Household will be listed with the Add option which looks like a plus sign when you hover over the name. This is the most common scenario when adding members to a Household.
Selecting the plus icon will display a window requesting a Member Type and Start Date. Select the Member Type for the selected client record from the dropdown menu, select a Start Date, and then select Save. This client record will be added to the Household.
You may notice that some client records under Your recent client searches accessed have a Join icon that looks like merging arrows button rather than a plus icon. This means that client record is already a member of a different Household.
The Join option allows for two unique functions based on the Household status of the current client record:
Current client record (Pumba Warthog) has no active Household members. This option allows the current client to join an existing Household.
The client can join that Household by clicking the Join button.
Current client record (Pumba Warthog) is already a member of a Household. A client record cannot be a member of two distinct Households at the same time, so Clarity Human Services allows you to make a decision. When you select Join, a pop-up will appear with the options:
- Leave existing Household to join another client's (Mufasa Lion's) Household
- Transfer other client (Mufasa Lion) from their existing Household to this Household
Select the appropriate option and enter the Existing Household End Date and New Household Member Type and Start Date. Then select Save.
In this example Pumba Warthog already had a Household with Timon Meercat and tried to join Mufasa Lion. A pop-up appeared asking whether Pumba should leave existing Household to join Mufasa Lion's Household or Transfer Mufasa Lion from their existing Household to this Household.
Using the same Add and Join functionality stated above, the Client Search function allows you to search the entire client database for a matching family member to join to your client’s Family/Household group. A couple additional items are displayed in the Search results if the target client is found. These items include the existing group’s Head of Household, and the number of members in that Household.
Ending a Household Membership
Circumstances may arise when a Household member needs to be removed from the group. To accomplish this task, click the Edit link beside any group member in the Household Members section.
A popup box will appear. Check the Exited Household box and, in the End Date field, enter the date you wish to stop the client’s participation in the group. The client will be considered a member until that date. After the date has passed, the client record will automatically be removed from the group and listed in the Household History section.