Before you can add a household or family member to an existing program, the family member must be part of the client's household. See this article for instructions: Adding Global Level Family Members.
Please watch this video or follow the detailed steps below to add a household member to an existing program.
In this example, we’re going to add household member Dinah Demo to Kyle Demo’s already existing program enrollment.
Start by pulling up Kyle Demo’s profile. Click on the “Programs” tab.
From the Program History section, click to edit the project of the enrollment you need to add the group/household member to.
Click on the “Add” button next to “Program Group Members” found on the right sidebar.
Choose the family member(s) you want to add to the enrollment by toggling them on and click “Enroll.”
Clarity will then take you to the Program Enrollment for the new household member(s). Complete the enrollment(s) for the new group/household member and select "Save and Close."
To confirm the enrollment was successful, you will see the household member names on the right under "Program Group Members."
Tips:
- The enrollment must be active to add a household member. If you are correcting an enrollment for an exited client delete the exit date, make the edits, and then re-enter the exit date.
- Please pay attention to add the correct enrollment date and relationship for the household member.
- Contact HMISsupport@end-homelessness.org if you mistakenly create separate enrollments for a single household. We can merge the records into a single enrollment more easily than you fixing the data manually.
- And always remember to. Scroll to the top of the screen. A red bar means you’ll have to correct errors. Once the errors have been corrected, click “Save & Close”. A green bar means the entry was successful.
Contact Information
If you need help, or wish to offer suggestions or feedback, please contact the Cincinnati/Hamilton County HMIS Support Team at HMISsupport@end-homelessness.org or by calling 513-263-2790 9 a.m. - 3 p.m. Monday through Friday excluding holidays.
When contacting HMIS Support about a particular client, please do not send personally identifiable information such as full name, social security number, medical records, financial information, or any other information used to determine a person's identity. Instead, send the client's Clarity Unique Identifier or Vesta Public ID.