This section discusses how to add a new household member to a program.
Adding a New Household Member to a Program
Prior to enrolling a household member into a program, the client must first be added to the Family/Household group. For more detailed information, please review the article explaining how to create a family/household in the Working With Clients section of the help portal.
After you add the client to the household/family, 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 file, the user will go to the Programs tab and select the Edit link next to the desired program.
Once in the main Programs screen, go to the History tab and select the Program Group Member Add link 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 you wish to add to the program. Select Enroll.
This will open the Program Enrollment screen where you can enter the necessary information to enroll the client.
Remember to click the Save & Close button 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.