Household Members

Household Information

Household Information contains a summary of the household information, such as address and prior case id, entered when the household was created.

1. Edit household information by clicking the Edit Household Information button.

2. Create a client alert by entering text into the Alert field.

3. Client Alert

a. Create a client alert by entering text into the Alert field on the edit household information dialog. The alert will display in red letters at the top of the Admin Panel.

Household members and emergency contacts are summarized on this tile.

1. To add a person to one of the categories, click the Add New button under the relevant category.

a. For household members, only first name, last name, role (Head of Household, Other Household Member, Emergency Contact) and status (Active, Not Active,

Deceased) are required. Other fields are used for reporting purposes.

b. Only one Head of Household (HOH) is allowed at one time. To define another Head of Household, either delete the current HOH or change the role of that

person to Other Household Member.

2. To edit a household member, click on that person entry in the results table. Edit the information and click Save.

3. To delete a household member, click on that person entry in the results table. Click the Delete button.

Income and Expenses

Although these tiles are separate, they function the same.

1. The top of the tile contains the summary for the income/expenses with:

a. Total for monthly income/expenses.

b. Total for yearly income/expenses.

2. The total income value is used in eligibility calculations.

3. To add a new income/expense, click the Add New button.

a. Select the category and enter the monthly amount.

b. A description is required if the category is Other Income or Other Expense .

c. Click the Save button.

4. To edit an income/expense, click the record in the table. Edit the data and click Save.

5. To delete an income/expense, click the record in the table. Click the Delete button.

Services Provided

This tile provides a list of all services that have been provided for this household in descending order by service date.

1. To add a new service, click the Add New button.

a. Select the service type and enter the service date. The service date will default to the current date.

b. An amount is required if the service type has been defined as having an amount or a unit.

c. Click the Save button to save the record.

d. If you have another service to add, click the Save and Add Another button. This will save the current entry and clear the dialog for another entry.

2. To edit a service, click the record in the table. Edit the data and click Save.

3. To delete a service, click the record in the table. Click the Delete button.

Landlord Information

The Landlord Information tile contains optional questions about landlord information, public housing and rent reasonableness.

Outcomes

The Outcomes tile contains optional questions about the outcomes of the case.

Additional Information

The Additional Information contains optional questions Christmas assistance, date of initial contact, etc.