Creating a New Household

This guide has been developed to guide users through the steps of creating a new household. This guide looks exclusively at building the household and does not cover including the household within entry/exits, services, or other items within the system.

Step-by-Step Instructions

Click on the Start New Household button. The "Add New Household" screen will appear.
Select the household type from the Household Type dropdown.
Use the Client Search section to search for and/or create new clients.
1. If a client is already in the system, that client will appear in the Client Results table. You can add the client to this household by clicking the green plus sign. Note: Please ensure that any client existing in the system is the specific person you are looking for by matching the client's SSN and DOB.
2. If no client appears in the Client Results table, you will need to create a new client profile by going back up, filling in all of the answers in the Client Search table, and then clicking the Add New Client with New Information button.
3. Once a client has been selected, the client will appear in the Selected Clients table. Once all clients are listed in the table, please click the Continue button. Note: If someone is mistakenly added to the household, that person can be removed from the household by clicking the red minus sign next to the client.
The Household Information window then comes up. On the Household Members table, please answer Head of Household and Relationship to Head of Household for each household member.
Scroll down to the Client Record and Client Demographics sections. Complete these questions for each household members, flipping to each member via the Household Members selection tool on the left side of the window.
Once all of these questions have been answered for each member, click the Save & Exit button to move on.