Add a Household Member

Household members can be added to a Family Support case.

This allows significant adults in the broader household to be included in the case

The CRM database Family Support functionality is tailored to each organisation.  Your Family Support pages may have a slightly different appearance.

Note that not all Family Support databases will have a separate Household Member module – you may instead be adding household members or significant adults into the Regular Attendee module on the Family Support Case.

 Instructions

Step 1. Log into your CRM database (refer to Logging On for further information).

 

Step 2.  Search the database to ensure the Household Member Client record exists.

If the client does not exist in your database, add a client record.

 

Step 3. Select Family Support from the top menu

 

Step 4. Select the required Family Support case from the returned list

 

Step 5. Scroll to the Household Member subpanel

 

Step 6. Click Create

 

Step 7. Enter the required details for the household member

• Adult
  • Start typing an existing Client name, or click Select to search for an existing client. Select the client when found.
• Relationship
  • Enter the relationship of the household member to the primary adult
• Notes
  • Enter any relevant notes relating to the household member

 

Step 8. Click Save

 

Further Information

For more information relating to Family Support, refer to the following articles:

• Family Support Overview
• Search for a Client
• Create a Client