HMIS Training Module #2. Client Family Members. DKJ. Adding A Family Member from the Workflow. Select “Add Family Member” from the top right. Click inside the “Family Member” box. Click “Add New” from the top right. - PowerPoint PPT Presentation
HMIS Training #1
HMIS Training Module #2Client Family MembersDKJAdding A Family
Member from the WorkflowSelect Add Family Member from the top
right.Click inside the Family Member box.Click Add New from the top
right.Fill out the Client Demographics page just like in Training
Module #1, but with the following exception:Relation to HoH: Click
the drop down and select the relationship for the family member in
regards to the HoH. This cannot be Self. Remember to click Check
for Duplicates.Notice some fields are completed: Ethnicity,
Address, City, and State.After all fields are completed click Save
at the bottom right.Repeat steps 1 7 until all family members have
been added.After the previous eight steps have been completed click
Save at the bottom right to proceed to the next step in the
workflow.
If a family member needs to be entered outside of the workflow
proceed to Adding A Family Member Outside of the Workflow.
DKJAdding A Family Member Outside of the Workflow
Select Family and Contacts from the list from the top left
corner.Select Family from the menu.
Click the gear icon.Select Edit Family Members from the
list.DKJAdding A Family Member Outside of the Workflow
ContinuedFrom this point the same steps as the Adding A Family
Member from the Workflow are followed. The steps are repeated here
for your convenience.
Select Add Family Member from the top right.Click inside the
Family Member box.Click Add New from the top right.Fill out the
Client Demographics page just like in Training Module #1, but with
the following exception:Relation to HoH: Click the drop down and
select the relationship for the family member in regards to the
HoH. This cannot be Self. Remember to click Check for
Duplicates.Notice some fields are completed: Ethnicity, Address,
City, and State.After all fields are completed click Save at the
bottom right.Repeat steps 1 7 until all family members have been
added.After the previous eight steps have been completed click Save
at the bottom right to proceed to the next step in the
workflow.
DKJCongratulations!The second tutorial in HMIS data entry is now
complete!
You can now proceed to Training Module #3.DKJ
