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Family Registration - register Family Members - PM

Add family members to a registered family.

Prerequisite:

  • A family has already been registered for the client.
  1. Navigate to the Family Members section in the Family Registration form. 
  2. In the Family Membership Information multiple-iteration table, click Add New Item.
  3. Select a row and click Edit Selected Item to edit a current family member. 
  4. In the Client ID # field, enter the client name or ID, and select.
  5. The Family Member Name field displays the client's name.
  6. In the Type of Family Member field, select the family member’s position in the family.
    • Selecting a family member type who lives in the household disables the Client Address fields.
  7. In the Relationship To ‘Head Of Household’ field, select the family member’s relationship.
  8. In the Start Date of Family Membership field, enter the date the family member joined the family in a MMDDYYYY format, by using the calendar icon, or by selecting the T or Y buttons for today or yesterday.
    • For family members that are not clients, this date cannot precede the Family Activation Date entered in the previous section.
  9. In the End Date of Family Membership field, enter the date the family member left the family, if applicable.
  10. In the Sex field, select the family member's sex.
  11. In the Date Of Birth field, enter the family member’s date of birth.
  12. The Age at Time of Data Entry field shows the family member’s age.
  13. In the Country of Origin field, select the family member’s country of origin.
  14. In the Ethnic Origin field, select the family member’s ethnic origin.
  15. If applicable, in the Client's Address fields, enter demographic information as appropriate.
    • This information is recorded solely for the purposes of the Family Registration form and is not updated when address changes are made in other forms. 
  16. If applicable, in the Client's Address-County field, select the client's county.
  17. In the Foster Child field, select Yes if the client is a foster child.
  18. To add another family member, click Add New Item to start a new row. 
  19. Click Submit when complete.
► Additional Sections
► Test Scripts

For implementing new systems or new functionality, download the following standard test script for this feature. Please contact your Netsmart representative for more information about Test scripts.

 

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