Households

In your Dashboard, the Households dropdown menu can be accessible from the menu bar (H-1.1). From here, the user can either add a new household (H-1.2) or view households (H-1.3).

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Viewing households

To view households, click on View Households (H-1.3) from the Household dropdown menu. The View Households page is shown below (H-2). This page is filtered by the first letter of the Household Name, and the filters are divided by every three letters, which can be chosen from the buttons highlighted in H-2.1. The grid that displays all households for the selected filter holds the following information:

• What actions can be done for that household record (Action column)

• The name of the household (Household Name column)

• Who the head of the household is (Head of the household column)

• The number of members in the household (No. of members in household column)

• The linked record count (Linked record count column)

• Who created the household record and when (Created By and Created On columns)

To view more information about a household, click on View Details (H-2.3) under the Action column.

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Adding a new household

To add a new household, click Add New Household (H-1.2) from the Household dropdown menu. The Add New Household page is shown below (H-3). Once all necessary information has been entered, click on Save (H-3.2). After the new household has been saved, a success message will pop up in the bottom-right corner of the screen (H-4). This will also populate the Audit Information on the top of the page, as shown in H-5.1. The audit information shows who created and updated this household record and when this record was created and updated.

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Adding a patient to a household

To add and manage patients in a household, the user must navigate to the View Clients (H-6) screen to select patients (or clients).

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Once in the View Clients page, the user will open the patient’s record (H-7.1) and navigate to their Demographics page (H-8.1).

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Once in the patient’s demographics page, click on Add to household in the Demographic information section (H-9.1).

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After clicking on the Add to household button, a window will pop up that will allow the user to select a household to add the patient to. Search for the household by the first letter of the household name from the filter at the top (H-10.1). Once the user has found the patient’s household, click on Add to this household under the Action column (H-10.2). The patient will now be part of this household.

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Managing a household

Once a patient has been added to a household, the user can view the household and make any necessary changes to the household’s information, for example, their address, or the household name. To do this, the user can either:

• Click on the Manage household button from one of the patients in the household’s Demographics page (H-11.1).

• Click on View Details from the View Households page (H-2).

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Whether the user manages the household from the patient’s Demographics page or from the View Households page, the Manage Households page will be the same. The screenshot shown below in H-12 is a pop-up of the Manage Households page from the patient’s Demographics page. Once the user has edited all necessary information, clicking on Save (H-12.1) will update this household’s information.

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