How do I create a Household?

The starting point of creating a Household is to navigate to one of the patient's home screen who you wish to be included in the Household. Double click on the Household & Groups section of the patient's home screen. The Patient Properties window will now appear with the Address & Phone tab selected. You will be able to see that there is a Household section within this Window.

To create a new Household simply click the Create a new household button (shown below). Click Yes, the patient will now be displayed in the Household list.

You can appoint a head of household. This is simply done by selecting the patient you wish to appoint then click the Set patient as head of household button (shown below).

To add further patients to the Household, you have two options. The first option is to add an existing user, simply click on the Add an existing patient to this household button (shown below). A Select patient window will open. Type the name of the patient you wish to add to the Household. Click on the patient from the search result and click Select in the top right hand corner. The patient will now be displayed in the Household list.

The other option is to add a new patient to the Household. To do this, simply click on the Add a new patient to this household button (shown below). The Patient Properties window will appear. Fill this in as you would for any other new patient. Note that the Address & Phone tab is not displayed. Once you have filled in the information, click Save. The patient will now be displayed in the Household list.

If you change the address of one of the patients within the Household it will automatically change for the other patients in the Household. The system will also inform you if you try to add a patient to a Household that is already in another.



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