Adding to an existing Household

Adding to an existing household 1

Adding to an existing Household

Adding to an existing household 2

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 programClick on the ”Households” tab

Adding to an existing household 3

Click on the “Start a New Household” button

Adding to an existing household 4

Set the Household TypeTo 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 5

Then click on Continue

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Set the “household relationship” and verify the dateFill out the UDE (Universal Data Elements) questionsSave & Exit

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Add the new household member to the ROIClick on the ROI tab

Adding to an existing household 8

Click the pencil to edit the ROI

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Select “Include additional Household Members”

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Check off newly added client, and click “Continue”

Adding to an existing household 11

Select “Save Release of Information”

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Goto the Entry/Exit tab under the Head of Household client

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Click on the Pencil next to the Entry date of the HOH

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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!

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Check off the household member to add, and click Continue

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Click on the pencil next to the Entry date next to the newly added client

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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

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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.

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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

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

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

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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

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Click Save & Exit

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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.

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Change the check in date for the newly added client, then click Save & Exit.

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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