Step 1.
Ensure that the new client has been entered into the Household and navigate to the Head of Household's HMIS profile.
If the new client has not already been added to the Household, follow the steps below:
- Go to the Household Tab for the new client.
- Click the Search Existing Households button.
3. A pop-up will appear to search the household. Search for the new client's household by using keywords for the Head of Household's name, Client ID, or select Advanced Search to use Social Security Numbers, Household ID, or an Alias.
4. After selecting which Household to add the client to, the Household Information pop-up will appear. From here, select whether the client is the HoH, what their relationship is to the HoH (Self, child, spose), and when they joined the household.
Once the new client has been added to their Household, they can then be added to an active/current enrollment.
Step 2.
Navigate to the Head of Household's HMIS profile. On the Entry/Exit Tab, click on the pencil under the Project Start Date for the project you want to add the new client to.
Step 3.
Click on the Include Additional Household Members button. Choose the new client who is entering the household and click Continue.
Step 4.
Without changing the Entry Date, click Save and Continue:
Step 5.
Click on the Pencil next to the new clients Project Start Date:
Step 6.
Ensure that all checkboxes next to household members are unchecked except for the newly added client. Add the Project Start Date for the new client and select Save and Continue.
Step 7.
After entering and saving the new client's Project Start Date, it will return you to the HoH's Entry Assessment. From here, complete the Entry Assessment for the newly added client, and click the Save and Exit button at the bottom of the Assessment to complete the process.