2. Adding a New Client to an Existing Shelter Stay

There are times when additional family members may join a household currently being served by a project, such as when a baby is born. This tipsheet is designed to assist HMIS users with how to add additional family members to a household and to a project entry for which service is already in progress.  This tipsheet is specific for projects using the Shelters module.

Adding a new client to a Household - this process must first start in the Clients module

1. Click on Clients
2. Enter Data As the shelter project the client is entering into
3. Back Date Prompt: list the date the new household member joined 

4. Click Set Back Date

   

5. Click on Clients and search for the Head of Household by entering the client name or if you know the client ID number you can search with that. 

6. Click Search or Submit

   

7. Click on the Households tab

   

If a household already exists:

1. Click on Manage Household to edit the existing household
2. Household Information appears with the existing household members

3. Click Add/Delete Household Members

   

4. Previous Household Members - if there are clients listed here you can select them but click on the blue arrow which will move the client to the current list of household members
5. Add Clients to the Household - click the triangle to expand for Client Search
6. Search for a new client by filling in the Name, Social Security Number and US Military Veteran?

7. 

8. Client Results - if the client you searched for is listed here, click the plus sign by the client name to add them to the household
   1. If the client is not listed, click Add New Client With this Information
   2. Ok - indicates this client is not listed in the Client Results box

   3. Repeat for every new client

      

      
      

      

   4. Select the relationship to the Head of Household for each new member

   5. Save & Exit

      

   6. New members have been added to the household

      

   7. Adding new clients within household to the Shelters module

   8. Click on Shetlers
   9. Click Check Client In or View All
   10. Click on the name of the head of household
   11. Household Members - the new members names will be there
   12. Click on Check in Additional Family Members

   13. 

   14. Date In - change this date if needed 
   15. Click the box by each members name
   16. Save & Exit
   17. Across from each new members name is Assign Unit - click on this
   18. From the dropdown list select a bed for this client - only beds that are open appear on the list. Be sure to put new household members in the same unit with others. 
   19. Click Select
   20. Repeat for each household member

   21. 

   22. Scroll to the bottom of the page and click Save & Exit. This returns you to the Unit list. 
   23. Click on a new household members name and complete the assessment.  
   24. Repeat for each new member.