Prior to enrolling a household member into a program, the client must first be added to the household group. For more detailed information, please review the article explaining how to create a household.
After you add the client to the household, you can enroll them in the same program(s) as the other member(s) of their group. Begin by opening another group member’s client record.
In the example below, the user would like to add Simba Lion to the same program as his group member Mufasa Lion. To do so, the user will select Simba Lion from the Household Members section of the sidebar.
Once in Mufasa's record, the user will go to the Programs tab and click the Edit icon next to the desired program.
Once in the main program screen, go to the History tab and click the Program Group Member Add icon located in the right sidebar.
A popup box will appear providing the option to add any group member who is not already enrolled in the program. Click the toggle next to the client(s) you wish to add to the enrollment. Click Enroll.
This will open the Program Enrollment screen where you can enter the necessary information to enroll the client. If the added client entered the program on the same date as the other household member(s) and was not entered due to data entry error, ensure that the Program Entry Date matches that of the previously enrolled client(s).
Remember to click Save & Close to ensure the enrollment is successful. You will see the green banner indicating that your record was saved successfully.
Summary of Actions
When enrolling a new household member, a Summary of Actions popup will appear if your System Administrator has configured Automatic Program Goals or Automatic Service placement. This scrollable page lists all actions that were conducted automatically upon enrollment.