Household Management

Creating Family/Household Groups

Begin by verifying that each family/household member exists in HMIS. You cannot build a household until each member has their own standalone profile.

Open the profile for the head of household. In the upper right corner, under the header

“Household Members”, click “Manage”.

If you have recently accessed the family member files, they will be listed on the right-side menu under the header “Your recent client searches accessed”. If the family member is listed there,

click the plus sign + to add them to the head of household’s group.

NOTE: When a listed client has “Join” as an option, that person is already part of an existing family/household group. Rather than adding them to your client’s household, you are given the option of joining your head of household client to the existing group. Pay careful attention to the

result. See Screenshot:

You also have the option of searching for members directly from the

Family/Household Management screen.

Complete the same steps for each member until all clients are listed in the Family/Household Members section in the upper right corner of your screen.

If a member leaves the household, clicking “Edit” from the Members list will allow you to enter an End Date to remove them from the group.

Once you have a household, you can enroll the household in a program together.

To enroll a household into a program, select the down arrow next to the applicable program title

under Programs: Available.

Select the group members to include by toggling their switches to the right, and click “Enroll”. In this example we are enrolling Michael Jones and including his family members Jody Smith and Baby Smith (the family members will become part of the Group Enrollment when we toggle to include them before clicking the “Enroll” button.)

You MUST follow all of the following steps for each family member. If you stop partway through, get logged out due to inactivity, or use the BACK button during this process, you will end up with individual enrollments instead of a family enrollment. If this happens, please contact the help desk.

It is critical that ALL fields on the Enrollment are completed in full. Every question asked in this area corresponds directly to the required APR for your program(s). Again, if you do not complete the form for every family member, that member will not be added to the enrollment.