Adding or Removing Clients From an Enrollment

This workflow follows after all client profiles have been created in the system and have already been grouped together in a household.

Here are some scenarios you may come across:

• Scenario 1: Your household had a baby after program enrollment, and you need to add the baby.
• Scenario 2: You are looking at the program enrollment and you see that a household member is not included in the enrollment, and you DO NOT see them as a household member to add to the program enrollment.
• Scenario 3: The head of household leaves but their partner and minor children remain.

Adding a new household member 

Step1: Before adding a person to an existing enrollment, they must be added to household on the profile page.

Step 2: Navigate to the Head of Household's record. Click on the Program tab and click to edit the Program Enrollment.

Step 3: Once in the program enrollment click on the Group 

Step 4: Once in the group tab, click the plus sign to add the additional household member to the enrollment.

Step 5: Select the household member and click Next

Step 5: Complete the program enrollment assessment for the New Household Member.  DO NOT forget to change the enrollment date to the new household members actual program enrollment date, not the today's date or the date that other household members enrolled.

Step 6: Click Complete to add the Household member to the enrollment.

Removing a household member from an enrollment

There are two scenarios. 

1. One in which the household member was added to the program enrollment in error because the client was never enrolled.  
   1. In this case, if you do not have delete privileges, contact your HMIS System Admin for assistance.
2. Second in which a household member is leaving the program on a date prior to the rest of the household exiting the program.
   1. In this case, follow the standard program exit workflow. Ensure only the members who are leaving are exited. 
   2. In most cases the household on the profile page can be left as is as they are not leaving the household, they are leaving the enrollment. This allows them to pursue services together again in the future if there situation changes.

Note: If the Head of Household is exiting the program before the rest of the household. Assign a new Head of Household. 

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