Managing Households on the Profile Page

Creating a Household

1. Navigate to the Head of Household’s (HoH) file.
2. Use the search icon to identify additional household members.

3. Once the Search icon has been clicked while in the head of household, a side window appears to search for clients. 
4. Search for additional Household members, if none found, create new profile.

5. Click the add button to add additional household members

6. The Add household member navigation window will open.
a. For members that are not already create in the system, click the add button above the search bar, to create the new client profile in the system.

b. For members already created in the system, click on the household members name to add their profile to the household.

Removing a Household member

1. To exit a member from the household, from the Head of Household's profile: 
   1. Click on the Household button on the left side navigation panel
   2. Click the three dots next to the family member you will be exiting
   3. Click on View Household Relation

2. Click the pencil in the Edit Household Member window to enter the date the client exited the household
   a. The date the client exited, should be the date before the rest of the household has entered the program enrollment you are created.
   b. NOTE: It is not recommended to exit a household member at any other time than before the start of a new program enrollment for the rest of the household

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