When the Client says someone has moved in
- Find the client's household.
- Click on the Add button at the bottom of the Personal page to add another household member.
- After entering the first name, last name, and date of birth, a Possible Duplicate notification may appear on your screen when you're attempting to add a new client or new household member. The notification is letting you know that this person may already be in the Link2Feed system.
- When this notification shows up, you can View the client's profile before deciding to move it. Click on See More to view more details and available actions.
- View: another tab will open for you to view this person's profile in View Mode. Viewing this information will allow you to determine whether or not this is the same person you're trying to add.
- No: clicking this means this is not the client you are looking for. It will add a dismissed duplicate to the Dismissed Duplicates page.
- Yes: clicking this means this is the client you are looking for. This will open up the Link and Move Actions.
- Link: this option will link the client to the household you are editing. That client will still be in their current household but will be able to record visits at this household.
- Move: This option will move the client out of their current household and into the household you are editing. This person will no longer be associated with their previous household and their information will be moved to the current one.
- A confirmation box will appear asking if you're sure this is the action you want to take, click on Move or Link depending on the option selected to confirm you would like to move or link this member to the current household.
- A box will appear to confirm the relationship with the primary client.
- A notification will appear at the top right of your screen indicating that the household member has been successfully added or linked.
When the client has moved in with someone else
- Ask the client for the name of the person they are now living with. Find that person by searching for their name. You can find more information about how to search for a client by going to How do I search for clients?
- Follow steps 2-7 under When the Client says someone has moved in. Ensure to enter the information of the client in front of you when adding them as a household member.
Move: use move if the client will be residing at just the one address.
Link: use link when the client is living between two households; for example a child who lives in two households due to joint custody.
Link: use link when the client is living between two households; for example a child who lives in two households due to joint custody.
How do I Promote a household member to a primary Client?
If you need to promote a household member to be the new primary client for a household follow these steps:
Only users with the Agency Manager role or higher will be able to promote a household member.
- You'll want to search for another person in the household of the person you want to promote. For example, if Bill and Sue live together and you want to make Sue the primary client, go to Bill's profile.
- Navigate to the Personal page of the client's profile.
- Navigate to the Household Members section.
- Click on the up arrow icon beside the household member's name to promote them.
- A box will appear asking you to confirm you would like to make this member the primary household member. Select Apply to save changes or Cancel to discard the changes. The changes are immediate but do not change any visit history - only the live client view.
How do I Link a household member?
To link a client to a household please follow these steps:
- Find the client's household.
- Click on the Add button at the bottom of the Personal page to add another household member.
- Follow steps 3-7 here ensuring to hit Link.
- When viewing a linked household member's profile, the composition of both households that they're linked to will be displayed.
You will know someone is linked to another household when you see a link icon beside their name in the Household members section.
How do I Merge & Link duplicate household members?
In order to merge and link duplicate household members please follow these steps:
- Search for the individual who has duplicate profiles and take note of the two profiles they're in.
- Go to Client Duplicates to merge this individual into one profile. See How to merge duplicates into one profile for more information on how to merge duplicates. You will need to have the Client Duplicates permission to successfully complete this step.
- This individual will now only appear in one household. To link them to the other household, follow the steps in How do I link a household member above.
How do I Remove / Unlink a household member?
Removing a household member DOES NOT delete them from the system. Clients cannot be removed from the system for data integrity purposes. Removing them from a household separates them from the one they're in and creates a new household for them.
In order to Remove / Unlink a household member please follow these steps:
- You'll want to search for another person in the household of the person you want to delete. For example, if Bill and Sue live together and you want to delete Sue, go to Bill's profile.
- Go to the Personal page of the client's profile.
- Go down to the Household Members section.
- Click on the trash icon beside the household member's name to remove it.
- A notification will appear asking you to confirm if you'd like to remove this member from the household. It also clarifies that the member is not being deleted, but put into a new household.
When someone is removed from the household, a notification will appear on the Services page of their new household indicating the most recent date of their visit in their previous household. All their visits from their previous household are still in the system, but not visible.
Please review the following video:
Additional resources
Client and household management (Searching, Updating, Archiving, Linking)
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