This section discusses how to create and manage families/households.
By default, a newly created client will not be a member of a Family or Household. While on any tab within a Client profile, the Family/Household Members section will be listed at the top of the right sidebar. This section will list any active Family/Household members for this client. In order to manage the Family/Household members, simply click the orange Manage button beside the section title.
The Family/Household management section allows two very convenient ways to add new members to your Family/Household, as well as manage program participation and service placement for the entire group. Both methods provide a convenient method of linking clients to programs and services.
These methods include:
- 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 Family/Household Management search screen.
Within the right sidebar, your 10 most recently accessed clients will appear under the section titled Your recent client searches accessed. Generally, family/household members are added to the system sequentially, therefore they will likely be conveniently listed here.
Clients that currently are not members of any Family/Household will be listed with the Add option when you hover over their name. This is the most common scenario when adding members to a Family/Household.
Simply selecting Add will display a window requesting a Member Type and Start Date. Simply select the Member Type for the selected client from the dropdown menu, select a Start Date, and then select Save. This client will be successfully added to the family/household.
You may notice that some clients under Your recent client searches accessed have a Join button rather than an Add button. This means that client is already a member of a different household.
The Join option allows for two unique functions based on the Family/Household status of the current client:
Current client (Pumba Warthog) has no active Family/Household members. This option allows the current client to join an existing Family/Household.
Your client can join that household by clicking the Join button.
Current client (Pumba Warthog) is already a member of a Family/Household. A client cannot be a member of two distinct households at the same time, so Clarity 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 Family/Household.
Ending a Client’s Family/Household Membership
Circumstances may arise when a Family/Household member needs to be removed from the group. To accomplish this task, simply click the Edit link beside any group member in the Family/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 will automatically be removed from the group and listed in the Family/Household History section.