- Home Screen: General Tab Layout
- Home Information
- Household Information
- Address/Contact Information
- Home Information
- School Information
- Disaster Plan – Emergency Location
- Mailing List Preferences
This article is meant to assist you with the General Tab in a Home Screen.
If you have a question not addressed here, you can contact support at firstname.lastname@example.org.
Home Screen: General Tab Layout
Image: “Home General Tab”
Image: “Home Information”
|Agency Home #
|The is the home’s identifying number associate with your agency.
|Select from the drop-down menu, who will be working on this case. As the provider type changes, so may the worker.
|If this is an adoptive home, you can select an adoption worker from the drop-down menu to work this home. This name is almost always different from the caseworker.
|Home type will depend on the options your agency offers. In this example only households are offered, so no drop-down menu appears.
|Select the Inquiry Date from the calendar icon.
|Select the Intake Date from the calendar icon.
|This field should auto-fill with your agency name.
|If your organization has multiple locations or units that provide a distinct service within a particular program you may have branches within your organization. Each home is associated with a particular branch.
|Identify a vendor number if this applies.
|Select the correct provider type from the drop-down menu. This will change is the home is moving through the licensing process.
|Select the referral source from the drop-down menu if your agency tracks that information.
|If this is an adoptive home, you can select the Adoption Application Date from the calendar icon.
|Track Inquiry Information
|Check this box if you would like to continue tracking inquiry information, even if the home is moved from an inquiry to a new provider type.
|If you check this box, additional fields will appear prompting for more information on the reason for the hold, and the anticipated take-off hold date
|If you check this box, an additional field will appear prompting for the date the investigation was initiated.
Enter in the basic household information in this section including, names, date of birth, phone numbers, licenses, etc.
Image: “Household Information”
|Parent A and Parent B
|The name(s) you use will auto-fill parent name(s) for this household in eR.
|Parent’s last name
|Parent’s first name
|Parent’s middle name
|Parent’s mobile phone number
|Parent’s work phone number
|Parent’s social security number
|Driver License #
|Parent’s drivers license number
|Gender of the parent
|Race of the parent
|Parent’s observed religion
|Date of Birth
|Parent’s date of birth
|Name of the parent’s employer
|Hours/days worked during the week
|Date of first day of current employment
|Parent’s highest education level
|Marital status of the home
|Monthly income earned
|Name of the church the family attends
|Primary language spoken by the parents
|Secondary language spoken by the parents
Enter in the physical address of the home in the Address/Contact Info section. If they use a different address for mailing, check the box next to "Separate mailing address" and enter in the mailing address into the new fields that appear.
Image: “Address/Contact Information Section”
|Street Line 1
|Home street address
|Street Line 2
|Apartment or townhome unit number
|County the home resides in
|Home main phone number
|Home work phone number
|Home fax number
|Home primary email address
|Home secondary email address
Use the fields in these sections to include additional details about the physcial aspects of the home (how many bedrooms, status of the basement egress, if there is handicap access, etc.)
You can also use this section to enter in additional bedroom, vehicle, and pet information. If you are using the Advanced Pet and Vehicle Management, click here for information on how to add pets and vehicles. Depending on the numbers selected in the home information section for # of bedrooms, vehicles, and pets, additional fields will appear in their corresponding sections.
Image: “Home Information Section”
Enter in information about the nearest school district, name of the closest elementary, middle, and high schools near the home.
Image: “School Information Section”
Disaster Plan – Emergency Location
Enter in location information about where the family will be located in an emergency situation. This setting can be enabled by an agency administrator under Organization Preferences (enable the setting "Homes: Track Disaster Planning - Emergency Location").
Image: “Disaster Plan – Emergency Location Section”
Mailing List Preferences
Check the box next to "Do not include in mailing list" if the homes does not want to receive mail from the agency. Check the box next to "Returned mail – bad address" if mail sent my the agency was returned to the agency due to an incorrect address.
Image: “Mailing List Preferences”