Managing Family Members

To count a family member as a "case member" on a report, the family member must be enrolled with the head of household with their own project start and exit dates.

Simply having a person listed on the Family Members screen does not mean they are enrolled yet.

HOW TO ENROLL

• To enroll a family member as part of a new enrollment, select those members on the Enrollment screen.
• To enroll a family member for an existing enrollment, find the Head of Household's enrollment, click ADD CASE MEMBER, then enter their start date on the Enrollment screen.

HOW TO EXIT

• To exit an entire family, find the Head of Household's enrollment, then click EXIT ENROLLMENT. The workflow will ask you if you want to exit each family member.
• To exit a family member but not the entire family, find the member you wish to exit, then click EXIT ENROLLMENT. Once exited, the workflow will ask you if you want to exit anyone else.

Note: If a Head of Household exits, while the rest of the family remains enrolled, you'll first need to retroactively designate a new Head of Household. Click VIEW CASE MEMBERS, then edit the relationships. You should never have family enrolled without a head of household present.