1. Open client profile
2. Click Family on sidebar
3. Click Manage Family
Your client will be listed as Head of Household by default
If family members are linked, they will be listed below
From here, you can:
· Change the relationship of family members - click the drop-down list under Relation and select the appropriate relationship
· View a family member’s client profile - click View
· Change the head of household designation - click the drop-down list under Relation and select HoH
Click the gear icon to:
· Transfer Data to Family Members - copy demographic information to family members
· Transfer Family Member - move client to another household
· Create new HoH - create a new household in which this client is designated the head of household