CaseWorthy – How to Add and Enroll a Family Member to an Existing Family Using The Workflow

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Table of Contents

Overview

Instructions


Overview

Steps on adding family members to an existing program enrollment in CaseWorthy using the “Add and Enroll Family Member” workflow.

Instructions

  1. Navigate to the HoH (Find Client).
  2. Click Case Management in the left side menu.
  3. Click on the Family and Contacts sub menu item.
  4. Next, click on the Family icon.
  5. On the Client Families form, click on the Gear for the family you would like to add/enroll a family member into.
  6. Click the Add and Enroll Family Member option.
  7. Enter some demographic information for the new family member and click Check for duplicates.
  8. Select the person from the list OR click this is a new client if person is not found.
  9. Verify all required fields have been completed.
  10. Enter family member information and complete the workflow.
  11. Click Save.