Creating A Household

Creating a Household:

During the initial set‐up of a participant, Households may be created by selecting “Manage Household” (See below). This will create a household in which to add participants. However, if this was NOT done at initial intake of the participant, a household can still be created.

On the bottom of the Goals/Notes screen, notice the button labeled “Add New Member.” This only shows up if they are not in a current household. Clicking that button will create a new household with the participant listed as Head of Household.

Clicking on the “Manage Household” button will bring up a screen where new members can be added, the head of household can be set, or members of the household can be removed.

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