This section discusses how to add a new household member to a program.
Prior to assigning a household member to a program, the client must first be added to the Family/Household group. For more information on creating groups, please see the associated page 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 Antonio Gates to the same program as his group member Bill Gates. To do so, the user will select Bill Gates.
Once in Bill’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 ‘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. Mark the checkbox 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.
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.