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Adding an Existing Client Record to a Household

Adding an Existing Client Record to a Household

If you are serving a family in which some family members already have Client Records in HMIS, you can add their records to the household using the Household Mgt. tab on the Client Intake page.

1. Go to the Client Intake page.

IF THE HEAD OF HOUSEHOLD ALREADY HAS A RECORD IN HMIS:

A. Search for the Head of Household’s Client record on the Client Intake page and select the correct client from the grid that appears after clicking “Search.”

B. Review the Head of Household’s information on the Client Intake page and make any necessary updates or changes to demographic information, last known permanent address, and income.

C. Click “New Member” to automatically create new Client Records for the family members who do not already have Client Records. This will automatically associate them with the existing Head of Household record.

3. IF THE HEAD OF HOUSEHOLD DOES NOT ALREADY HAVE A RECORD IN HMIS

A. Search for another family member’s existing Client Record on the Client Intake page and select the correct client from the grid that appears after clicking “Search.”

B. Review the existing family member’s information on the Client Intake page and make any necessary updates or changes to demographic information, last known permanent address, and income.

C. Click “New Member” to automatically create new Client Records for the family members who do not already have Client Records. This will automatically associate them with the existing family member’s record.

D. Go to the Household Mgt. tab of the client intake page after all family members have Client Records in HMIS.

E. To change the Client Record that is designated Head of Household, select the correct Client Record from the grid on the right.

F. Click the Set HeadofHousehold button.

G. Change the Relation in each client’s Client Record to reflect the new Head of Household.

4. TO ADD AN EXISTING CLIENT RECORD TO A HOUSEHOLD

A. Search for the client name or identifier you would like to add to the existing household in the grid on the left of the Household Mgt. tab.


B. Select the correct Client Record in the grid on the left.

C. Click the << button to add the Client Record to the household.

D. Update the client’s Relation status if necessary.