How Do I Promote a Household Member to a Primary Client?

Step-by-Step Guide

  1. Refer to How Do I Search for Clients? to see two ways how to search for a client.
    You'll want to search for another person in the household of the person you want to promote . For example, if Bill and Sue live together and you want to make Sue the primary client, go to Bill's profile.
  2. Go to the Personal page of the client's profile.

      4.  Go down to the "Household Members" section.

    5.   Click on the "up arrow"  icon beside the household member.'s name to promote them. 

Click on the "Apply" button to save changes or "Cancel"  to discard the changes.

The changes are immediate but do not change any visit history - only the live client view.

NOTE

Only users with the Agency Manager role or higher will be able to promote a household member.