Adding to an existing Household

Adding to an existing Household Adding to an existing household

Search for the client that is the Head of Household (for example, the mom) • Set backdate mode to the date and time the new household member entered the program • Click on the ”Households” tab Adding to an existing household

Click on the “Start a New Household” button Adding to an existing household

Set the Household Type • To add to the household, search for the new client to add (for example, the baby) • When no match is found, click on the “add new client with this information” Adding to an existing household

Then click on Continue Adding to an existing household

Set the “household relationship” and verify the date • Fill out the UDE (Universal Data Elements) questions • Save & Exit Adding to an existing household

Add the new household member to the ROI • Click on the ROI tab Adding to an existing household

Click the pencil to edit the ROI Adding to an existing household

Select “Include additional Household Members” Adding to an existing household

Check off newly added client, and click “Continue” Adding to an existing household

Select “Save Release of Information” Adding to an existing household

Goto the Entry/Exit tab under the Head of Household client Adding to an existing household

Click on the Pencil next to the Entry date of the HOH Adding to an existing household

Click on the box “Include additional Household Members” • NOTE: DO NOT CHANGE THE ENTRY DATE YET, THAT WOULD CAUSE THE ENTRY DATE OF THE HEAD OF HOUSEHOLD TO CHANGE! Adding to an existing household

Check off the household member to add, and click Continue Adding to an existing household

Click on the pencil next to the Entry date next to the newly added client Adding to an existing household

Make sure the check box next to the Head of Household is unchecked. Change the date to the correct entry date for the newly added client Adding to an existing household

Now click on the newly added client’s name in the Household Members box, next to the Entry questions. Fill out all the entry questions for the newly added client. Adding to an existing household

You will have to exit backdate mode to go into ShelterPoint, just click on the red circle with the X in in at the top right hand corner of your screen Adding to an existing household

Click the ShelterPoint tab. Click on “View All” to see that the Head of Household is checked in Adding to an existing household

Click on the Head of Household’s name. Notice in the “Group ID” column there is no number listed. Adding to an existing household

In the Households Members section, click to add a check mark next to the newly added client’s name Now click on the “Assign Unit” button to assign the newly added client to a bed Adding to an existing household

Click Save & Exit Adding to an existing household

Click on the newly added clients name, also notice there is now a number under Group ID for the Head of Household and new client. Adding to an existing household

Change the check in date for the newly added client, then click Save & Exit. Adding to an existing household

In summary, to add a new member to a household and to ShelterPoint: • Enter them into Clientpoint • Add an ROI • Complete the entry questions • Add them to ShelterPoint Adding to an existing household

Adding to an existing Household