Ensure the Client Profile Tab is complete prior to completing the Households Tab.
Ensure there is only ONE current household.
Manage Household
Since families are diverse and dynamics shift often, you may press ‘Manage Household’ to edit the composition of the household. You might need to:
- Remove members from the Household
- Delete members from the Household
- Add members to the Household
Press the prohibitive symbol to REMOVE client from household and keep client’s history and affiliation with that household. For example, use if there is a separation/divorce and one household member is moving out.
In contrast, press ‘Add/Delete Household Members’ to DELETE the client from the household AND permanently delete the client’s history/affiliation with that household. For example, you might use this if you accidently added the wrong client to the Household.
Press ‘Add/Delete Household Members’ to ADD new members joining the household your program is servicing.
*Only individuals being serviced by your program should be included as a member of the household.
PGO & TGO
Permanent Guardianship Order (PGO) – remove child from household.
Temporary Guardianship Order (TGO) – do not remove child from household.
Client Note When Client Leaves Household
To ensure other agencies/programs are aware that a client has left a household, please create a Client Note under the ClientProfile Tab for the exiting Client. Remember: only use Client IDs, do not use Client Names.
- Navigate to Client Profile Tab
- Press ‘Add New Client Note’ button
- Enter date
- Enter Client Note
- Press ‘Save’.
*This will now act as a pop-up alert for any user who goes into that client’s profile.
Please note this is one article of the Household Tab Series. For more information, please review the following articles:
2. Understanding the Households Tab
3. How to Start a New Household
4. Manage Household - current article
5. How to Change a Head of Household