This guide explains how to record and manage family member information in the Client module, including emergency contacts and other important details. Users will learn how to navigate to the Family section and input accurate data for various fields.
Overview
The Family section allows users to:
- Record an unlimited number of family members for a client.
- Gather and store essential information, including emergency contacts and family details.
Navigation
Path: Main Menu → Clients → Family
Applies To: Enterprise
Step-by-Step Instructions
- Click on Add Family.
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Complete the Required Fields:
- Contact Information: Leave blank if the information matches the client's details.
- Relationship: Select the family member's relationship to the client. (Required field, not user-defined).
- Primary Language: Choose the family member's primary language. (Defaults to English; required field).
- Speaks English: Indicate the family member's English proficiency. (Defaults to "Excellent"; required field).
- Click Create.
- Enter additional details as needed.
Field Details:
- Emergency Priority: Enter the order in which this person should be contacted during an emergency using a numeric value.
- Emergency Contact Preference: Specify the preferred method of contact.
- Visitation Restrictions: Note any visitation restrictions for this family member regarding the client.
- Living With: Indicate whether the family member lives with the client.
- Receives Mail: Select applicable options if this family member receives mail about the client. (Multi-select).
- Approved Info Release: Specify whether information can be released to this family member.
- Tax Dependent: Indicate if the family member is a dependent on the client’s tax return.
- PA Dependent: State if the family member is a dependent on the client’s public assistance case.
- Income From Wages (last 6 months): Enter the family member’s income from wages.
- Income From Other (last 6 months): Enter any other income sources for the family member.
- PA Health Care: Indicate if the family member is covered under the client’s public assistance health care plan.
- School Status: Record the family member’s school status if they are of school age.
- Date of Birth: Enter the family member’s date of birth.
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Range Count: If grouping family members by age range:
- Use "Group" as the First Name field.
- Enter the age range (e.g., "0-5" or "6-12") in the Last Name field.
- Specify the number of family members in this age group in the Range Count field.
Key Notes
- You may maintain both individual family member records and grouped records.
- Required fields are denoted and must be completed for successful record creation.
- Multi-select options allow flexibility for fields such as mail preferences.
Conclusion:
By following this guide, users can efficiently record and manage family member information, ensuring accurate client data and streamlined operations. For further assistance, refer to related articles or contact support.