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Family

Allows users to record an unlimited number of Family members for the Client and gather important information on the family members. Can also be used to record emergency contacts.

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Main Menu > Clients > Family

Applies To:    Enterprise   

Field Details 

  • Contact Information fields: Leave blank if same as Client.

  • Emergency Priority: If this record is an emergency contact, in what order does this person get contacted.  Enter a numeric value.

  • Emergency Contact Preference: Preferred method to reach emergency contact.

  • Relationship: Family Relationship to Client. Required field. Not user-defined.

  • Visitation Restrictions: Are there any visitation restrictions for this family member about the client.

  • Primary Language: What is the primary language (Language table)  Defaults to English. Required field.

  • Speaks English: Family Member's ability to speak English. Excellent Default.  Required field..

  • Living With: Is Family Member living with Client?

  • Receives Mail: Does this Family Receive Mail regarding the Client. If yes, multi-select as many options as appropriate.

  • Approved Info Release: Can information be released to this family member/contact?

  • Tax Dependent: Is family member a dependent on the client's tax return

  • PA Dependent: Is family member a dependent on the client's public assistance case

  • Income From Wages (last 6 months): Family Member's income only.

  • Income From Other (last 6 months): Family Member's other income only.

  • PA Health Care: Is a family member on the client's public assistance health care plan.

  • Date of Birth: Family Member's Date of Birth.

  • School Status: If of school age, School Status of Family Member.

  • Range Count (If grouped): Some organizations prefer not to record individual family members, but rather record numbers of family members by age groups.  To do so, enter the word "Group" as the First Name field and the age range such as "0-5" or "6-12" in the Last Name field.  Then enter the number of family members in this Range Count field.  A separate record is required per grouping.  It is permissible to maintain a range of grouping and individual family member records. 


 

 

 

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