Related Clients are often entered into ClientTrack as Families. ClientTrack uses the term "family" to refer to a household. A Client may be a member of multiple households, but always has a "primary household" identified.

Accessing Family Information

There are two ways you can access a Client's family members. 

You can select the Expand button on the Client's dashboard to show their Family Members.

You can also access Family Members of a particular Client by navigating to their dashboard, expanding the Client Management Menu Group, and selecting Family Members.

Recording a Family

1. Navigate to the Client Workspace and find the Client in question. Under the Client Management Menu Group, select Family Members. 
2. This is a multi-edit form, meaning you can add multiple new Family Members from this form directly. Scroll to the bottom of the list of Family Members and use the fields to enter the necessary information about the individual you are adding to this Family.

3. Once you have entered information in all required fields for the individual you are adding to this Family, select Save.

Adding a New Client to an Existing Family

1. From the Client Workspace, select Add New Client Intake.

2. Once you have entered basic demographic information, one of the intake steps will ask if you would like to link them to a Family. To do so, use the Search icon next to the Family field. This will open a search box that allows you to either search for an existing Family or add a new Family. Enter your criteria and select Search.

3. After locating the Family, enter the Relationship to Head of Household that this new individual has.

4. Once the intake for this new individual is complete, they will appear as a Family Member of the selected Family.

Adding a New Client to a New Family

1. From the Client Workspace, select Add New Client Intake. 
2. Enter basic demographic information about this new individual. One of the intake steps will ask if you would like to link them to a Family. Since you will be creating a new Family, you don't need to search for an existing one. Select Relationship to Head of Household for this Client, and continue through the intake process. 
3. Once the Client is added, their Family will be created as well and can be accessed through the Family Members Menu Group to view or add members.

Shortcut for Adding a New Client to an Existing Family

1. From the Client Workspace and find the Client who is a member of the Family you are interested in working with. 
2. Select the Expand icon next to the Client's name at the top of the page. 
3. This will open a window that shows current Family Members as well as an option to Add Family Member.

4. Since the process of adding a new Family Member involves adding a new Client to the ClientTrack database, the Client Intake page will be displayed. ClientTrack will automatically populate the field for Last Name of the new Client. If the last name of the Family Member is different, enter the correct last name. 
5. The new Client will be linked to the current Family and ClientTrack will automatically populate the Family Name in the Family and Contact information fields. The Family Name should not be changed. 
6. When all information has been entered, select Save.

Family Information

Various details of a Client's Family history recorded in ClientTrack are available through the Client Family History page. This information is often used to determine eligibility for certain Grants or funding sources based on information like Family size, monthly income, and number of children. 

To access a Client's Family History:

1. Navigate to the desired Client's dashboard and select the Client Management Menu Group, followed by the Family Members Menu Option. Then select Family History.

2. This will open the Family History form. If you select the Action button next to a Family Member's name, you can access: Services For All Family Members, Family Members, Edit Family, Set as Current, Case Notes, Family Aliases, and Family Services Report.

Adding a Service for All Family Members

1. Navigate to the desired Client's dashboard and select the Client Management Menu Group, followed by the Family Members Menu Option. Then select Family History. 
2. Select the Action button to the left of the Family Name that needs Services added, followed by Services For All Family Members. 
3. Select the Enrollment first, followed by the desired Service.

4. Select Save & Close to finish. You will be redirected to the previous Menu Option.