Managing Families and Household Groups

Bitfocus Resource Links:

How Do I Add a New Household Member to an Enrollment?

How Do I Create a Household and Manage Members?

Creating a Household

• Navigate to the Head of Household (HoH) profile
• Click the ‘Manage’ button next to ‘Household Members’ at far right of screen – this will open the ‘Household Management’ screen

• From the ‘Household Management' screen you can build a household by joining existing client files.  
  • NOTE: A client record must first be created for each household member before you are able to join them to a Household
• Select the correct client record to add to the household by using ‘Search for a Household Member’ or selecting from the from the ‘Your recent client searches accessed’

• In the pop-up window
  • Select the correct ‘Member Type’ from the drop-down
  • Enter the household ‘Start Date’
  • Click ‘Save’

• Repeat for each household member
• Once the household is created, a small star will indicate the HoH

Exiting a Household member

• Click the clients name from the ‘Household Members’ list
• Toggle on ‘Exited Household’
• Enter date client left the household
• Click ‘Save’
  • If the client leaving the household is the ‘HoH’, anew HoH must be selected

Joining and Rearranging Households

•  When attempting to add a client to a household who is already a member of different Household, instead of seeing the plus sign when attempting to add you will see a merging arrow icon. Clicking this opens the Join Household pop-up window

•  Follow the prompts to choose the direction of the clients movement between Households

• NOTE: It is important when “Joining” that upon completing this step you confirm that all intended household compositions are accurately reflected in the relevant Household Members lists