Creating a New Family | Scribe

Creating a New Family

  • David Tisdale |
  • 0 step |
  • 2 minutes
  • Data-KeeperData-Keeper
In this tutorial, we'll create a new family and child.
Let's add a family. Click "New Family"
Enter the "Family Name" .
Enter the guardian's name. When first creating a family, the primary guardian is also being created.
Fill in the contact details.
In this middle section, indicate the intended visit frequency and assign a Site Fund Code if applicable.
Continue entering guardian demographic information. Note that fields with a red asterisk are required.
In the Family Service Enrollment section, you'll indicate if the family is being enrolled in home visiting model services at the time you are creating the family.
In this tutorial, we'll put the family on the Waiting List and come back in another tutorial and enroll them into home visiting.
Select the Waiting List service and enter the details.
Click "Create"
After creating the family, you'll be returned to the Family Home page.
Now let's add a child. Click "Child" in the family members table.
Enter the date of birth.
Select the relationship to the guardian.
Continue entering the child's information.
Assign to a home visitor.
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