02. Enrolling a Household
Overview
This article will describe how users can attach a Household during the program enrollment process, as well as how to complete required enrollment information for each member of the household, including Project Start Date, Relationship to Head of Household, and Case Manager.
- More About This — Further important information is found in this section.
- Details — Specific details and/or step-by-step workflows will be described in this section.
- Video — Any relevant videos will be posted in this section.
More About This
In ClientTrack, a Household is a single individual or a group of family members who apply together for enrollment into a project for assistance and who live together in one dwelling unit.
Details
You will follow the steps below once you have completed the Project section on the Program Enrollment form:
- Locate the Household section on the Program Enrollment form:
- In this section, you will see a list of any of the client's Family Members that exist in the system.
- Click the checkbox next to the names of each of the Family Members needing to be attached to the current project enrollment together as a Household. (Some or all of the family members in the list may be selected.)
- Next, use the horizontal scroll bar to scroll right to complete all the fields in each column for each family member you are attaching as a household:
- Complete the Project Start Date column for each member of the Household enrolling in the project. Please see the helper text at the top of the page for in-depth guidelines on what the Project Start Date should be depending on the Project Type of the enrollment:
- Next, scroll over and complete the Case Manager column for each member of the Household enrolling in the project.
- Click on the Case Manager field to either assign yourself by entering your own name, or you can click the magnifying glass to search for someone else.
- Search for and select the appropriate case manager from the list of available staff members at your Organization who are active users in HMIS. Clicking on a case manager's name in the list will select them and automatically bring you back to the previous screen.
- When entering a case manager, be sure to select your correct Organization from the picklist field. Each Organization to which you have access should have a unique record in this picklist to avoid confusion and ensure accurate data entry.
- If the case manager you are looking for is not listed in the search results, you can find out if they are current HMIS users by contacting the MN HMIS Helpdesk.
- Next, scroll over and complete the Relationship to Head of Household column for each member of the Household enrolling in the project.
- Complete the Relationship to Head of Household field for each Household member, keeping in mind the following:
- The head of household is usually pre-selected if the household is already established. Ensure the correct individual is marked as Self (head of household).
- Ensure ALL household members have an accurately assigned relationship to the head of household.
- Common relationships include spouse, child, parent, sibling, but can also include a non-related member.
- Before clicking Save and moving on from this page, please read the next article on Housing Move-In Date to understand how to complete the final column of the Household section!
Video
Under construction, coming soon!
Related Articles & References
Under construction, coming soon!
Core HMIS Workflow How-to Guides:
Questions? Email the Helpdesk: MNHMIS@icalliances.org