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HMIS Training Module #2

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.

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HMIS Training Module #2

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  1. HMIS Training Module #2 Client Family Members DKJ

  2. 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. • 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. Thiscannotbe“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. DKJ

  3. Adding 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. DKJ

  4. Adding A Family Member Outside of the Workflow Continued • From 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. Thiscannotbe“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. DKJ

  5. Congratulations! • The second tutorial in HMIS data entry is now complete! • You can now proceed to Training Module #3. DKJ

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