Adding or Removing Clients From an Enrollment

We are going to walk you through how to add someone to the household so you can then add them to the program enrollment with the rest of the 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: Click on Program and click on the Program Enrollment

Step 3: Click the plus sign next to Program Group Members

Step 4: Toggle on New Household Member and click Enroll

Step 5: Fill out 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 Save and Exit

Removing a household member from an enrollment

Step 1: to remove a member from a household follow the standard program exit workflow, but ensure that only the members who are leaving are toggled on. 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.

Step 2: If the Head of Household leaves the enrollment, assign a new head of household to the enrollment. They will be the head of household for the entire enrollment.

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